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
Mike on X
Fulcrum Therapeutics, $FULC, trades below net cash as Tang increases his stake and insiders with capital-return records hold large positions. Its shell value could draw reverse-merger interest.
Mike on X
$LRCX is $RELL biggest customer and has a record up day today, on the back of strong earnings from Richardson. https://t.co/Jowt0qmxXX
BDC on X
Sundar on ROIC: "It's very early" "still supply constrained" "multi year view" That should help everyone understand $googl
BDC on X
$STIM https://t.co/OQ9UgUPoo4
BDC on X
Bullish $amzn Former BAM teammates ftw ! https://t.co/MEg0CbeWq8
BDC on X
SanDisk’s forward EPS estimates have diverged sharply from its share price as the investor remains short the semiconductor ETF SOXX.
BDC on X
Netflix’s incremental margin fell to 28% from 36% as technology spending rose 22%. Sports rights and short-form investment could slow operating leverage beyond the second half.
BDC on X
Jorey is sizing up ahead of what mgmt has called a "hockey stick" 2H on the back of production orders scaling on at least two key PORs. $MOB https://t.co/5qF3GZFcFZ
Investor Letters
All letters- Royce Investment Partners year-to-date period ended 6/30/26 +23.8%
- Ariel Investments Q2 2026
- First Eagle Investments second quarter 2026 +2.5%
- Broyhill Asset Management first quarter -6.0%
- Greenhaven Road Capital first quarter +17.0%
- Greenhaven Road Capital first quarter
- Grey Owl Capital Management fourth quarter of 2025 +2.4%
- Grey Owl Capital Management first quarter of 2026 +1.7%
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Older Stories
The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($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
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