NRIX 2026-08-24 Nurix Therapeutics: Roche Has Changed The Economics Of The Bull Case
Equity Eagle 3 clicksMonday, August 24, 2026
NRIX 2026-08-24 Equity Eagle 3 clicks
From X
Raging Capital Ventures on X
$META prepares to launch consumer AI offerings https://t.co/cB3kWOricw
David Orr on X
@SowingAlphaSeed So $AMZN probably has lots of sites to divert to compute if needed, no real permits even really required I bet...
Chris Camillo on X
@JakeNapppoa4 i don’t look at price but currently long $BE
Chris Camillo on X
Take-Two’s GTA VI outlook requires direct player feedback, not algorithm-amplified investor narratives.
BDC on X
$SOXX could go down 20% from here and still be up over 30% YTD
Raging Capital Ventures on X
Micron and SanDisk should return cash or wait for a cycle downturn rather than repurchase shares near the memory-cycle peak at roughly 20 times invested capital.
David Orr on X
@grok @jasondebolt Put that another way, you could have known Burry or Einhorn didn't have a real track record back in the mid 2000s, if you'd just realized they were betting huge on the value factor. Same thing with $ARKK through 2021.
David Orr on X
GameStop and AMC investors who sold near the 2021 peak would still compound at 65% and 80% annually after five inactive years.
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $135M
- Protean Funds July 2026 DVYSR $107M
- Intrepid Capital 2Q 2026
- Polaris Capital Management Second Quarter 2026 ENI $81B
- First Eagle Investments second quarter 2026 032830 $45B
- Oakmark Funds 2Q 2026 META $1.5T
- Greenhaven Road Capital second quarter ANAB $1.7B
- RGA Investment Advisors Q2 2026 ADBE $114B
RCEL 2026-08-24 AVITA Medical: Favorable Reimbursements For Skin Wound Care
Myriam Alvarez 4 clicks HMY 2026-08-24 Harmony Gold Mining: A Copper Pioneer By Capitalizing On The Gold Tailwind (Reaffirming Buy)
Prakhar Agarwal, CFA 4 clicks
Core Memory
Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…
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…
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…
CCC Is in the Middle of the Wreckage
CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…
Aloe Aloe Aloe what 'ave VERRA then?
Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…
NCLH or her grandma Saga?
Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…
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…
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…
RDDT 2026-08-19 Reddit: Curb Your Enthusiasm About The Index Effect
Dilantha De Silva ZETA 2026-08-19 Zeta Global's AI Story Just Became Measurable (Rating Downgrade)
Alpha Line 1 click QNT 2026-08-19 Quantinuum: Trapped-Ion Quantum Computing Looks To Break Out Of The Quantum Silo
Marc Gerstein 
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al’s wartime near-monopoly has produced net cash, owned aircraft and a 2x EBITDA valuation, while regulatory obligations, customer float…
Instacart’s Unit Economics, and Implications for DoorDash
Instacart’s per-order unit economics provide a benchmark for assessing DoorDash’s LTM profitability and operating model.
NET Power Inc
NET Power (NPWR) is a microcap pursuing behind-the-meter power projects for data centers.
Perfect CORP
Perfect Corp., a Taiwan-based beauty-tech microcap SPAC, trades below net cash despite sales growth after falling from a brief $2 billion…
Doordash INC
DoorDash holds roughly 60% U.S. market share in on-demand restaurant logistics, underpinning a long thesis on its defensible delivery…
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.
Leef Brands INC
LEEF Brands, California’s largest cannabis extract manufacturer, supplies distillate, live resin and rosin to leading California brands.
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