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
mavix on X
Shelly Group reported Q1 2026 revenue of EUR 33.4 million, up 26%, with cash and equivalents rising 45% from year-end to EUR 19.9 million.
mavix on X
Shelly Group joins Germany’s SDAX on 10 April 2026, becoming the first Bulgarian company included in the DAX index family.
mavix on X
Evolution seeks to add Playtech to its US defamation lawsuit, alleging a campaign to suppress North American competition and accusing Playtech of trade libel, fraud and racketeering.
Chris Camillo on X
@tinderboxman No. I added another 20% of the account in $AMZN weekly options, on top of the 50% already in $AMZN equity which was 1x levered. Been applying this leverage strategy for 18 years.
Laughing Water Capital on X
NextNav ($NN) does not seek 907 to 918 MHz, despite RFID’s strongest signal at 915 MHz and narrower RFID allocations in Europe and China.
Laughing Water Capital on X
NextNav calls for interference testing in the 902-928 MHz band and questions RFID’s use of the spectrum. An NPRM could require real-world tests.
Laughing Water Capital on X
$NN https://t.co/rn1GCqqeWI
Laughing Water Capital on X
AST SpaceMobile faces questions over SpaceX and Amazon’s distribution, capital advantages and pricing in a three-player satellite communications market.
Investor Letters
All letters- Royce Investment Partners year-to-date period ended 6/30/26 +23.8%
- First Eagle Investments 2Q 2026 -16.6%
- Broyhill Asset Management first quarter -6.0%
- Greenhaven Road Capital first quarter +17.0%
- Greenhaven Road Capital first quarter
- Weitz Investment Management 3Q25
- Oakmark Funds 2Q 2026 +2.5%
- Southeastern Asset Management 2Q26 +3.9%
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- Triple S Special Situations Investing
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- Ian Bezek
- Timyan Bank Alert
- AltayCap
- Yet Another Value Podcast
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- Nat Stewart
- scuttleblurb
- The Oak Bloke
- Mike
- junkbondinvestor
- Little Owl Research
- The Monetary Matters Network
- Steve Eisman
- Clark Square Capital
- Tim Eriksen
- Bristlemoon Capital
- Bearhold Research
- 310 Value’s Newsletter
- ToffCap
- marginofdanger
- The Value Road
- Capital Employed
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- Speedwell Memos
- Psyop Capital
- Laughing Water Capital
- The Mikro Kap
- catechwilliams
- Treasure Hunting
- Porter Collins
- Clark Street Value
- Cluseau Research
- John Hempton's Newsletter
- Undervalued Shares
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- smallvalue.
- Maius Partners
- Multibagger Monitor
- Altay Capital - Mostly Value Investing
- Nat Stewart - Stock Picking Newsletter
- Citrini Research
- Rusholme Capital
- Hunterbrook No stories
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- ⚽️📡 No stories
Older Stories
The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)
Bearhold Research
Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers
310 Value’s Newsletter
Entravision Q2 Notes
The Value Road
$UWMC lost $600m hedging a deal they'd already lost
Yet Another Value Blog
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.
