Airbnb Model Update (2026)
Airbnb shares have risen about 50% since October 2025, prompting a revised 2026 model and return assumptions at the current price.
Wednesday, August 19, 2026
From X
Raging Capital Ventures on X
Shorted a bunch of $AAPL and bought puts over last few days. Seems very overbought (was it a funding short?) and at a good level to find resistance. Edge AI models should ultimately be good for $AAPL, but company still has grossly mismanaged the AI opp and memory is a headwind.
Raging Capital Ventures on X
Meta is bought around $590 to $600 despite heavy AI capex, on Reels engagement gains, ad-network tailwinds and AI-driven operating efficiencies.
Raging Capital Ventures on X
Comcast’s Peacock, NBCU and theme parks are valued near its market cap, while a 6% dividend and a 2027 spin support the cable turnaround thesis.
Raging Capital Ventures on X
Charter Communications trades near 2x pro forma 2028 free cash flow per share ahead of its Cox acquisition, with buybacks, swaps, wireless growth and pricing offsetting broadband pressure.
Raging Capital Ventures on X
I’ve been legging into $AMD short https://t.co/XWmhyYgpFC
Raging Capital Ventures on X
@gamesblazer06 I’m short $CAT and $GEV
Raging Capital Ventures on X
@NickNemo17 I own it in size, yes. Like $WBD a year ago
Raging Capital Ventures on X
@wallstengine Short form is eating $NFLX alive too
Investor Letters
All letters- First Eagle Investments second quarter 2026 +5.0%
- RGA Investment Advisors Q3 2025
- RGA Investment Advisors Q4 2025
- Royce Investment Partners year-to-date period ended 6/30/26 +23.8%
- Broyhill Asset Management first quarter -6.0%
- Greenhaven Road Capital first quarter +17.0%
- Greenhaven Road Capital first quarter
- Weitz Investment Management 3Q25
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Older Stories
[V, MA] The more things change, the more they stay the same
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SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap
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