Tuesday, August 25, 2026

SBLK 2026-08-25

Star Bulk Carriers: You Don't Need The Record Quarter

SBLK $3.4B

SA Kevin Avroutskii Aug 25 4 clicks

WLDN 2026-08-25

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

WLDN $1.3B

SA Miletus Research Aug 25 3 clicks

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…

The Junk (Mail) Merger Arb

Star Equity’s $5 per-share Harte-Hanks acquisition offers $2.50 cash plus 0.25 STRRP per share after proration, against a $2 break price.

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…

A non-consensus thesis: the forthcoming demise of Bristol Myers Squibb.

Bristol Myers Squibb’s bear case centers on patent-cliff revenue losses, debt, and failed drug investment after $28.3 billion of 2019–23…

Trying to get access to Google's new agentic AI

Google’s A$205-a-month AI Ultra subscription advertised Project Mariner access, but Australians were excluded from the agentic AI trial.

When extend and pretend is a virtue

Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…

Industrial and Commercial Bank of China

ICBC’s chairman describes embedding Chinese Communist Party leadership, anti-corruption campaigns and Xi Jinping Thought into governance at…

Thinking aloud about Google remedies

Justice Department remedies could bar Google from using location data it cannot share, weakening targeted ads and traffic routing despite…

Hibbett – why did the management choose to sell – and should we accept?

Hibbett shareholders are urged to reject the sale at roughly 10× current earnings, or 5× forward earnings, despite management’s projections…

Nvidia, Nano-X and the interpretation of 13F filings

Nvidia’s $380,000 Nano-X stake came from Zebra Medical Vision’s acquisition and is managed by another reporting person, undermining the 50%…

Hibbett - an informal stock note

Hibbett’s small-town sporting-goods chain and City Gear acquisition give it access to sneaker and streetwear demand; decades of growth and…

Sarepta Risk and the FDA

Sarepta’s Exondys 51 approval despite a 12-patient trial frames FDA regulatory risk and a call to remove Commissioner Robert Califf.

Does anyone remember when Alnylam went up 50 percent in a day on a phase three result

Alnylam’s 2022 50% phase-three gain faces FDA advisory-panel scrutiny over its amyloidosis drug’s label extension.