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
Ian Bezek on X
Recent Fundsmith sale $INTU +7% today. Recent Fundsmith buy $APP -11% today. Did Terry Smith just mark the bottom for quality and top for momentum?
Ian Bezek on X
Citigroup $C ... is it a credit card issuer or an investment bank/broker? I think the market's making the wrong call here, but I could be mistaken. https://t.co/SlQxPnmuGc
catechwilliams on X
$DKNG Basically just said at the Craig Hallum Conference they are going to miss Q4 guidance. CEO: "literally had the worst stretch of the year, the last few weeks...sometimes that happens where you issue your guidance...So we'll see."
Ian Bezek on X
Smith bought Amazon near its 2021 peak after years of criticizing its low margins, then sold in 2023 for a 40% loss.
Ian Bezek on X
@sequentanalyst @moneyandmore72 Fundsmith bought $app? Terry Smith must be rolling over in his grave.
marginofdanger on X
Is anyone looking at these busted digital treasury companies? A quick glance suggests a bunch of them are trading at 50%+ discounts to NAV with otherwise clean balance sheets. Will they all merge in stock for stock deals? Or convert into ETFs? $BRR $XXI $BMNR
marginofdanger on X
Pershing Square analyst ownership of a $1 billion stake in $PS is cited as evidence of SPAC overvaluation and Bill Ackman’s poor capital-allocation judgment.
Timyan Bank Alert on X
Citi $C Expands Customer Engagement and Commerce Media Capabilities With Addition of Kard - https://t.co/A0DL3zGdiS
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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The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville
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Will Hubspot go the way of the Dodo?
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The AI Compute Squeeze
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[scuttleslops] ZTS, APO, FISV, TTD, RELY
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The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)
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Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers
GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…
Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
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Alphabet Inc. ($GOOGL) - Deep Dive
Alphabet's Google Cloud swung from a $3.1 billion operating loss in 2021 to $13.9 billion profit in 2025 as Search revenue grew 13.2%.
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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
Steve Eisman BKNG 2026-08-07[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ
scuttleblurb
Coupang: 2Q26 Business Recap
Speedwell Memos
The last Bristol Myers' blog post was wrong on the core thesis
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