Core Memory
Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger bookings.
Sunday, August 23, 2026
Aug 23 FUTU $17B Futu Holdings: The China Discount Is Obsolete After Q2 Earnings Report
Emanuel Nemec Aug 22 LLY $1.2T Eli Lilly: Shaking Off Competition From The Dethroned Novo Nordisk
JR Research From X
mavix on X
I just published my Earnings Update about the Q1 2026 of Evolution $EVO $EVVTY. You can find it in the Portfolio section of the blog :) https://t.co/QXlBS93lji
mavix on X
Shelly’s German Amazon store is back, with its relays again listed as bestsellers and sold directly by Shelly rather than third-party resellers.
Laughing Water Capital on X
@CalgaryLeveen @cfrischer1 @sScCrRaAbBLLeE 5/x) I'd argue that @BrendanCarrFCC is incentivized to move forward quickly now too, unless he wants to allow $WMT to dictate how the FCC does its job through their congressman, whom they no doubt generously support.
Chris Camillo on X
@tinderboxman No. I added another 20% of the account in $AMZN weekly options, on top of the 50% already in $AMZN equity which was 1x levered. Been applying this leverage strategy for 18 years.
Laughing Water Capital on X
AST SpaceMobile faces questions over SpaceX and Amazon’s distribution, capital advantages and pricing in a three-player satellite communications market.
Laughing Water Capital on X
NextNav’s appointment of CTIA CEO Ajit Pai to its board is presented as a signal of confidence in its FCC regulatory outlook.
Laughing Water Capital on X
@UnHedgedChatter @InvestSpecial @Wexboy_Value $AS, owner of Arc'teryx & 9 other brands trades at more than 3x sales. $CLAR, which would fit perfectly into AS's portfolio trades at less than 0.5x sales and is exploring strategic alts. 🤷♂️
Laughing Water Capital on X
Interesting framing for $NN. $95 is pretty far above my upside case, but agree the $T / FirstNet arrangement is interesting context, despite some obvious differences. https://t.co/b3FsHVkivk
Investor Letters
All letters- Palm Harbour Capital fourth quarter
- Intrepid Capital 2Q 2026 +6.6%
- First Eagle Investments 3Q 2025 +9.2%
- Palm Harbour Capital third quarter
- Bireme Capital 2Q22 -1.4%
- Bireme Capital first five months of 2023 +8.0%
- Polaris Capital Management FIRST QUARTER 2026 +5.1%
- Polaris Capital Management SECOND QUARTER 2026 +12.3%
The Non-linear Economics of Grocery Delivery Basket
Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…
NVDA 2026-08-22 Nvidia: It's All About SpaceX Now
Uttam Dey 
Walmart’s Evolution
Walmart says Medicare Maximum Fair Price rules will cut FY27 US comps by 125 basis points, while pharmacy margins and prescription volumes…
Shitcos, Griftcos, and alignment versus enrichment at $IREN
IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…
The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville
Hyperscalers’ off-balance-sheet lease and purchase obligations rose from roughly $1 trillion to $1.5 trillion, turning the AI buildout into…
Will Hubspot go the way of the Dodo?
HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…
AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco…
[scuttleslops] ZTS, APO, FISV, TTD, RELY
Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)
Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…
The writers we follow
Every source on this site, hand-picked.
- MBI Deep Dives
- BDC
- mavix
- Wolf's Substack
- Seeking Alpha
- Raging Capital Ventures
- David Orr
- Chris Camillo
- Triple S Special Situations Investing
- Connor Haley
- Ian Bezek
- Timyan Bank Alert
- AltayCap
- Yet Another Value Podcast
- Yet Another Value Blog
- Nat Stewart
- scuttleblurb
- The Oak Bloke
- Mike
- JabroniCoin.USD
- The Monetary Matters Network
- Steve Eisman
- Tim Eriksen
- Bristlemoon Capital
- Bearhold Research
- 310 Value’s Newsletter
- marginofdanger
- The Value Road
- Capital Employed
- Speedwell Memos
- Psyop Capital
- Laughing Water Capital
- The Mikro Kap
- catechwilliams
- Treasure Hunting
- Porter Collins
- Clark Street Value
- Cluseau Research
- John Hempton's Newsletter
- Undervalued Shares
- Value Investors Club
- smallvalue.
- Maius Partners
- Multibagger Monitor
- Altay Capital - Mostly Value Investing
- Nat Stewart - Stock Picking Newsletter
- Citrini Research
- Rusholme Capital
- Hunterbrook No stories
- Odds on Open No stories
- Sunday's Idea Brunch No stories
Older Stories
Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers
310 Value’s Newsletter
Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
Steve Eisman
Alphabet Inc. ($GOOGL) - Deep Dive
Bearhold Research
[V, MA] The more things change, the more they stay the same
scuttleblurb
SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap
Steve EismanTopics
Ordered by how often our editor reaches for them.
