NTG Clarity Networks ($NCI.V) FINS Review
NTG Clarity’s $18.6M of Q2 service revenue sat in contract assets, while $4.6M cash burn cut cash to $2.85M and raises liquidity concerns.
Latest
From X
Timyan Bank Alert on X
@SEC_digger Patience… $STBI 🤷🏼 https://t.co/wg2SpE9mZy
Timyan Bank Alert on X
@charrisinvest @dirtcheapbanks I think he’s talking about $PWBK not $NSTS
Timyan Bank Alert on X
$OXBC Annual report excerpt. Thank you, @bankinvesting https://t.co/gXNZx5zwDd
Timyan Bank Alert on X
The First National Bank of Brookfield will merge w/ $NSTS . Congrats to the $NSTS faithful.
Timyan Bank Alert on X
@DrSichuan at this rate, a few more. I'm amazed people keep voting for Chevis' slate. He had ten years where he could have and should have sold to $FBMS for a large premium to today's price. The $PFBX over Chevis decades-long regime is anemic.
Timyan Bank Alert on X
Stilwell group nominee for $PFBX board inches closer every year. https://t.co/nT7keZuDLT
Timyan Bank Alert on X
Fresh $CFFN 13d by @HoldCoAM https://t.co/ecXNkAUTeX
Timyan Bank Alert on X
@JustBankStocks @StocksOddball Even happier 39 month and two week $FSEA anniversary. Congrats to you!
Investor Letters
All letters- Hayden Capital 3rd Quarter 215A $1.1B
- Hayden Capital 4th Quarter EDU $9.1B
- Sequoia Fund 2025 GOOGL $4.2T
- Sequoia Fund first quarter of 2026
- Palm Harbour Capital fourth quarter LNA $428M
- Palm Harbour Capital first quarter of 2023 TKMAF $7.7B
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6B
- Maran Capital Management second quarter SPCX
Making sense of Sandisk’s long-term financial model
Sandisk’s FY28-FY30 model relies on long-term NAND agreements holding near-80% gross-margin floors despite pricing 26-28% below current…
CMCSA 2026-08-28 After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound
Max Greve HEI 2026-08-28 HEICO: A Fundamentals Superstar But Also An Informational Enigma; Staying At 'Hold'
Marc Gerstein 
Late August 2026 Random Ramblings
Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
Nvidia Climbing the Wall of Worries
Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over…
Domo (Arigato), for this potential multi-bagger options trade
Domo’s $400 million sale to Progress would leave a cash-rich public shell with $900 million of NOLs; January 2028 $5 calls cost 22 cents.
Nvidia’s Long-Term Margin Question
Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.
[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX
AWS AI campuses cost $40–$45 billion per gigawatt, with Trainium 3 expected to lift compute per megawatt and improve infrastructure returns.
Atlas Engineered Products ($AEP.V) FINS Review
Atlas Engineered Products reported Q2 revenue up 19% to $16.2 million, but ended cashless on its credit line as inventory rose 47% and…
Stories are added via a curated list of writers we follow. Have a source we're missing?
Send your pickThe writers we follow
Every source on this site, hand-picked.
- David Orr
- SG
- Wolf's Substack
- MBI Deep Dives
- Seeking Alpha
- BDC
- Lee Roach
- Bristlemoon Capital
- Maj Soueidan
- Chris Camillo
- Timyan Bank Alert
- Raging Capital Ventures
- The Oak Bloke
- ⚽️📡
- JabroniCoin.USD
- Farmer
- Broken Moats
- Yet Another Value Blog
- Yet Another Value Podcast
- Triple S Special Situations Investing
- Prepared Remarks
- scuttleblurb
- PAA Research
- mavix
- Charles Frischer
- Connor Haley
- Ian Bezek
- AltayCap
- Nat Stewart
- Mike
- junkbondinvestor
- Little Owl Research
- The Monetary Matters Network
- Steve Eisman
- Clark Square Capital
- Tim Eriksen
- Bearhold Research
- 310 Value’s Newsletter
- ToffCap
- marginofdanger
- The Value Road
- Capital Employed
- Fierce_beast
- Speedwell Memos
- Psyop Capital
- Laughing Water Capital
- The Mikro Kap
- catechwilliams
- Treasure Hunting
- Porter Collins
- Clark Street Value
- Cluseau Research
- John Hempton's Newsletter
- Value Investors Club
- Undervalued Shares
- smallvalue.
- Maius Partners
- Multibagger Monitor
- Altay Capital - Mostly Value Investing
- Nat Stewart - Stock Picking Newsletter
- Citrini Research
- Rusholme Capital
- Hunterbrook No stories
- Odds on Open No stories
- Sahil Khetpal No stories
- Sunday's Idea Brunch No stories
Older Stories
The Junk (Mail) Merger Arb
Triple S Special Situations Investing
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
Yet Another Value Podcast
CCC Is in the Middle of the Wreckage
scuttleblurb
Aloe Aloe Aloe what 'ave VERRA then?
The Oak Bloke
NCLH or her grandma Saga?
The Oak BlokeTopics
Ordered by how often our editor reaches for them.
