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
Porter Collins on X
@JeffreyCherkin Not a bad purchase of $FTAI this time last year < $90! @MelissaLeeCNBC
Connor Haley on X
NCR Atleos expects ATM trends to stabilize or improve, arguing rapid per-share growth can justify a premium relative to slower-growing Diebold Nixdorf.
Connor Haley on X
A recent spin's accounting change cut 2024 adjusted EBITDA by 1% without affecting free cash flow; ex-working-capital FCF per share is forecast to grow more than 30% next year.
Connor Haley on X
Good quarter from $NATL and thesis on track. -The ATMaaS business continues to outperform... 37% y/y growth in Q3... and it's on track to be 40%+ in Q4, well ahead of our expectations -SSB delivered >50% incremental EBITDA margins in Q3, fueling 21% EBITDA growth for the segment
Chris Camillo on X
@eager28 @CAndreisen @quazijohir Correct. They’re tied to the same lockup as other pre-IPO investors. I’m not overthinking $SKM it’s simply my public equity proxy for Anthropic.
Chris Camillo on X
@RealJimChanos Simple, $HOOD investors at large are weighted heavier to high growth AI sector and crypto than the S&P.
Chris Camillo on X
@eager28 No I’m invested indirectly via $SKM
Chris Camillo on X
@Ghostlike @TheOneLanceB You’re missing critical context on my $AMZN trade. If you care to dig in, start with my high-level breakdown on this week’s @TheICHpodcast.
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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