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
BDC on X
STLN, formerly TOI, reports rising revenue, positive free cash flow and EBITDA after a debt refinancing and rebrand. Management is positioning the former distressed equity as a growth company.
BDC on X
Outstanding results from $STLN (formerly $TOI) https://t.co/csecGWhVFe
BDC on X
ESPN remains a disaster for $DIS https://t.co/IHc4sav9Et
BDC on X
Really starting to like this $XGN mgmt team.
BDC on X
Neuronetics, $STIM, gains backing from its largest shareholder and an activist as new management pursues a turnaround, with shareholder board nominations focused on maximizing equity value.
David Orr on X
@Biohazard3737 I was leaning way more great bet for Citadel before today's $SOXX action. Opinion will change again fast from here... if $SOXX randomly nukes 10% in a few days though, yikes.
David Orr on X
Citadel’s semiconductor bet depends on whether SOXX’s drop is technical or reflects weakening AI-chip fundamentals, with forced selling and redemptions shaping the near-term exit.
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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