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…

Uber Stock Breakdown (Five Minute Money)

Uber’s $50 billion revenue and $4.5 billion operating profit reflect a turnaround from years of subsidy-heavy growth, with autonomous…

Coupang Expert Insight Interview (No Paywall)

Coupang’s former strategy VP discusses Taiwan expansion, 1P-versus-3P economics, and competitive risks as $32 billion of LTM revenue…

[OTCM] Listings for the rest of us

OTC Markets gives smaller, distressed, and lightly disclosed companies a trading venue outside NYSE and Nasdaq, with lower listing barriers…

[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO

Old Dominion Freight Line grew Q2 revenue 10.4% and EPS 32.3% as pricing offset lower tonnage, while excess network capacity sets up…

Boston Scientific Has to Keep Buying the Future

Boston Scientific built its interventional-medicine portfolio through acquisitions, but early-2000s growth became heavily dependent on the…

[scuttleslops] CDNS, SNPS, TREX, WISE, Class I Rails, China

Synopsys and Cadence retain EDA pricing power through entrenched design flows, foundry relationships and high switching costs; AI-driven…

U-Haul Bought at the Top

U-Haul’s pandemic-era fleet purchases at inflated prices now drive higher depreciation and disposal losses as truck and van prices…

[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips

Copart’s returning CEO Jay Adair plans to restart European expansion and build domestic whole-car sales on its global buyer network amid…

[ZTS] Zoetis could use a booster shot

Zoetis’ pet-drug blockbusters have shifted its mix from low-growth livestock medicines to durable companion-animal franchises with softer…

Apollo and what even is private credit?

Apollo’s Marc Rowan argues private-credit risk depends on underwriting, seniority, leverage and diversification, not whether a bank or fund…