Jumia
Jumia’s January 2028 $7/$15 call spread risks $1.15 for up to $6.85 if cost cuts and marketplace growth deliver adjusted EBITDA and cash-flow breakeven in Q4 2026.
Tuesday, August 18, 2026
From X
Timyan Bank Alert on X
Regions Financial $RF buys investment bank in latest bolt-on https://t.co/Lb11zJT8vY
Timyan Bank Alert on X
$CBAN to merge w/ $FSRL https://t.co/2hLKYqpeB6
Timyan Bank Alert on X
@Akston_Capital Putting aside what the shareholders, directors, activist ahareholders @HoldCoAM, his wife and anyone else, what does Chris Gorman, in his heart, want to accomplish at $KEY? Keep going as is? Acquire? Sell?
Timyan Bank Alert on X
BancFirst $BANF Corporation Announces Acquisition of SpiritBank https://t.co/8jm5DCej1L
Timyan Bank Alert on X
Canadian Imperial Bank exiting its Caribbean ops $NTB Butterfield to acquire control of CIBC Caribbean in $1.8 billion transaction https://t.co/SlU2Q0Lfxz
Timyan Bank Alert on X
@Catahoula_Value It feels like $BCOW management would rather continue stealing from the shareholders. $LRBI is performing well on its own and improving so not needed. Sure does spotlight the values though. $MBBC also in $PSBQ backyard where Nick Z is really improving his bank.
Timyan Bank Alert on X
Home run merger for $PSBQ holders in sale to $BFC https://t.co/wujj6AML12
Timyan Bank Alert on X
Every bank should have a Chair like Charles Alan Williams of $NPB @NorthpointeBank https://t.co/WJNBIgvvAZ
Investor Letters
All letters- Royce Investment Partners year-to-date period ended 6/30/26 +23.8%
- First Eagle Investments 2Q 2026 -16.6%
- Broyhill Asset Management first quarter -6.0%
- Greenhaven Road Capital first quarter +17.0%
- Greenhaven Road Capital first quarter
- Weitz Investment Management 3Q25
- Oakmark Funds 2Q 2026 +2.5%
- Southeastern Asset Management 2Q26 +3.9%
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- scuttleblurb
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- Mike
- The Monetary Matters Network
- Steve Eisman
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- Bristlemoon Capital
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- 310 Value’s Newsletter
- marginofdanger
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- Capital Employed
- Speedwell Memos
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- Laughing Water Capital
- The Mikro Kap
- catechwilliams
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- Porter Collins
- Clark Street Value
- Cluseau Research
- John Hempton's Newsletter
- Undervalued Shares
- Value Investors Club
- smallvalue.
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- Multibagger Monitor
- Altay Capital - Mostly Value Investing
- Nat Stewart - Stock Picking Newsletter
- Citrini Research
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Older Stories
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The Value Road
$UWMC lost $600m hedging a deal they'd already lost
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Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
Steve EismanTopics
Ordered by how often our editor reaches for them.
