PTLO 2026-08-20 Portillo's: Guidance Cut Confirms It's Cheap For A Reason
KC Research Thursday, August 20
Thursday, August 20, 2026
Everything we published on this day.
19 stories — the front page that day →
PTLO 2026-08-20 KC Research BAC 2026-08-20 Bank of America Preferreds: Better Propositions Available Than Series GG
Prakhar Agarwal, CFA BDC on X
Contrarian view: $MRNA raises equity in next week. Bullish. No equity raise in the next 2-3 weeks? Very bearish.
Raging Capital Ventures on X
It is simple: $NVDA is using vendor financing to avert margin pressure and market-share loss. https://t.co/IlD9IHVhP8
NBIS 2026-08-20 Nebius: The Market Is Arguing About The Wrong Number
The Quality Growth Investor TEM 2026-08-20 Tempus AI Just Had Their Entire Strategy Validated By Moderna's Vaccine Advance
Robert J. Lake BHP 2026-08-20 BHP: Stop Calling This An Iron Ore Stock
On the Pulse ANET 2026-08-20 Arista Networks: Q2 2026 Justifies A Higher Price Target
The Curious Analyst SA 2026-08-20 Seabridge Gold: Fairly Valued Now But Big Upside
Redfern Research Timyan Bank Alert on X
Fed, Alabama regulator enter enforcement action against SouthPoint Bancshares $SOUB | S&P Global Market Intelligence - @colarion had this pegged https://t.co/2tHGECNUTo
Timyan Bank Alert on X
$OTTW https://t.co/PCj3SfS5yv https://t.co/8TdjhoKoa5
Timyan Bank Alert on X
@Ron284Ron At 35% of what $CNAF book value used to be…☠️
$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…
$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.
Nat Stewart on X
@ragingbullcap $PBT interesting here to. Merging with royalty acres/surface interests owned by affiliate of the operator, converting to a C-Corp. Softvest is once again the architect as with $TPL https://t.co/acWX95uQQI
BDC on X
XGN’s Q2 biopharma revenue rose 40% to a quarterly record as it trades at 2.5 times sales versus peers at 10.3 times, ahead of a 2027 myositis-test launch.
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…
