Tuesday, August 25, 2026

WLDN 2026-08-25

Willdan Group: The Q2 Beat-And-Raise Confirms The Inflection

WLDN $1.3B

SA Miletus Research Aug 25

Stripe’s “Singularity” and the Divergence from Adyen

Stripe’s net revenue rose 41% in 1H 2026 versus Adyen’s 21% FX-adjusted growth, fueled by AI-native startups and acquisitions including…

Core Memory

Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…

$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…

$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…

Roblox CORP

Roblox's valuation has fallen from 30x to 50x forward EBITDA, framing the selloff as a long opportunity despite near-term headwinds.

Sellas Life Sciences Group I

SELLAS Life Sciences Group faces a short case arguing that even a strong clinical outcome does not support its current valuation.

Paypal Holdings INC

PayPal’s valuation implies free cash flow will shrink 9.3% annually over the next decade, framing a long thesis against its recent revenue…

Metals Royalty Company INC

Metals Royalty Company, a U.S.-focused critical-minerals royalty platform, direct-listed on Nasdaq in April 2026 and holds royalty and…

Solstice Advanced Mtrils INC

TFPM 2026-08-22

Triple Flag Precious Metals: Ravenswood Turns Optionality Into Duration

TFPM $7.2B

SA Capital Connoisseur Aug 22

UUUU 2026-08-22

Energy Fuels: The Largest Combined Uranium And Rare Earth Company In North America

UUUU $3.9B

SA Joseph L. Shaefer Aug 22

LLY 2026-08-22

Eli Lilly: Shaking Off Competition From The Dethroned Novo Nordisk

LLY $1.1TNVO $203B

SA JR Research Aug 22

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

NVDA $5.4T

SA Uttam Dey Aug 22