Wednesday, July 29, 2026

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Entravision: Another Whale Has Emerged

Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer, which accounted for 36% of Q1 revenue.

NLOP - I'm Buying Again

NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.

The Priority Technology Situation

Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…

IMMR · long

Immersion CORP

Immersion Corp. (IMMR) is presented as trading at a 121% discount to estimated fair value, with a projected 100%+ return within months.

KHTRF · long

Knight Therapeutics INC

Knight Therapeutics (GUD-T) is a long position built on confidence in founder Jonathan Goodman, following his earlier success with Paladin…

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