Sunday, August 16, 2026

Entravision Q2 Notes

Entravision’s ATS revenue rose 230% to $182.8 million in Q2, but shares fell from above $14 to about $8 after management forecast sequential Q3 revenue decline.

EVC $666M

The Value Road Aug 11 13 clicks

Aug 10 NAVI $855M

40 Stock Pitches (3rd-9th August)

Capital Employed 9 clicks

Aug 7 SLNG $93M

These Power Stocks (Not Semis) Are The Real AI Beneficiaries, Say Investing Brother Duo Up 1,300%

The Monetary Matters Network 9 clicks

From X

@mavix_leon Aug 14 2 clicks

mavix on X

Leatt $LEAT Q2 '26 results: ▫️Revenues +1% *Consumer Direct +68% *Dealer Direct -2% *Distributor -6% ▫️EBIT -17.7% ▫️Net income -20% ▫️Cash of $19.5 million (+48%) ▫️Temporary supply chain timing challenges (now resolved) ▫️Consumer demand remains strong https://t.co/z8aStbpiKa

@BlueDuckCap Aug 13 1 click

BDC on X

Bingo. Executive order just signed to go into effect soon...domestic suppliers WIN. $MOB being FCC exempt, Blue UAS, and supplier to domestic OEMs like $TDY means they also win. And great quarter too...business is starting to inflect. https://t.co/Wj5fOsJxvh

@eriksen_tim Aug 13 1 click

Tim Eriksen on X

@ShmuelLon Good. That was my intention. It was less about the merits of $EVC in the future and more about recognizing that 1) we have to think about growth properly; and 2)we have to guard against thesis drift.

@TimyanBankAlert Aug 13

Timyan Bank Alert on X

$BAFN registers all the $3.50 stock. Document https://t.co/S4JoztfY0r

@BlueDuckCap Aug 13 1 click

BDC on X

How important is precise autoimmune diagnostics? How big is this market? How fast is it growing? $XGN, 2x sales. https://t.co/Q54JkIDLkQ https://t.co/a2FvxREDnN

@eriksen_tim Aug 13 1 click

Tim Eriksen on X

Is $EVC is a classic case of thesis drift for its investors? It was all about sequential hypergrowth (with a supposed SOTP margin of safety). Mgmt said Q3 will be below Q2. Now the thesis is about strong year over year growth. What happens in a few quarters when year over year growth is gone, or is low single digits? Is this really a seasonal business? For me it was a small position due to the nature of the situation. Q2 growth was lighter than I expected so I was selling after hours and have fully exited.

@BlueDuckCap Aug 13 1 click

BDC on X

$XGN remains a top holding for us. Even after the big move higher post a beat and raise Q2, the shares trade for a material discount versus comps. The discount is silly. Especially when we consider that they are launching a new marker for Myositis. XGN tells us that Rheumatologists are BY FAR requesting a precise diagnostic for Myositis more than any other condition. The reason is because Myositis is treatable if caught early, but problematic if not. "this is the #1 asked for product amongst our rheumatologists clinical base... it's not even close to the #2 asked for offering" $XGN trades for 2x 2026 revenues. Comps go for 10x.

@mavix_leon Aug 13 1 click

mavix on X

Kenneth Dart (Candle Lake) is offering 695 SEK per share in Evolution $EVO after crossing the threshold that triggers a mandatory takeover bid. Acceptance period is scheduled to run from August 17 to September 15. After that, Dart can continue buying shares. https://t.co/lexNUjdqSZ

My Pitch Deck Slide Show from the MS Microcaps Summer Virtual Conference

Butler National Corporation is the subject of a stock pitch presented at the MS Microcaps Summer Virtual Conference.

BUKS $258M

The Value Road Aug 6 8 clicks

DEC-laration of independence

Diversified Energy cut $233 million of debt in 1H26, repurchased $93 million of stock and sold $273 million of land and assets while…

DEC $959M

The Oak Bloke Aug 6 7 clicks

A Venezuela Lottery Ticket for 41 Cents

Lionheart Holdings’ 41-cent CUBWW warrants hinge on a SPAC merger valuing KEO Energy’s Venezuelan PetroUrdaneta stake at $1 billion, versus…

CUB $285M

Triple S Special Situations Investing Aug 3 7 clicks

Cematrix Corp ($CEMX.TO) FINS Review

Cematrix posted record Q2 revenue of $18.7 million, up 76%, and $3.5 million of net income, while backlog fell 9% from year-end.

CTXXF $50M

Wolf's Substack Jul 31 2 clicks

[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…

OTCM $650M

scuttleblurb Jul 31 3 clicks

This Stock Just Got Cheaper on Better Numbers

A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5%…

RGR $675M

The Value Road Jul 30 4 clicks

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,…

EVC $666M

The Value Road Jul 28 11 clicks

Seer

Seer trades at $2.04 against $3.90 per share of net cash as activists press a board that rejected five buyout proposals and won reelection.

SEER $115M

Triple S Special Situations Investing Jul 28 4 clicks

Hidden in Plane Sight

An aerospace company’s profitable core is obscured by a long-running FAA development program; approval, abandonment, or shrinking losses…

ASLE $260M

The Mikro Kap Jul 26 3 clicks

Gatekeeper Systems ($GSI.V) FINS Review

Gatekeeper Systems’ revenue rebound is overshadowed by $19.3 million in nine-month operating cash burn, swelling inventory and overdue…

GKPRF $133M

Wolf's Substack Jul 23 1 click

RCKY · long

Rocky Brands INC

Rocky Brands, a nearly century-old footwear maker, sells owned workwear, western and recreational brands into industrial and consumer end…

RCKY $338M

Value Investors Club May 13

Braemar Hotels & Resorts: Internalizing Management

Braemar Hotels & Resorts is internalizing its management.

BHR $114M

Clark Street Value Jun 12 6 clicks

ADF Group Inc. ($DRX.TO) FINS Review

ADF Group’s Q1 FY2026 revenue rose 78% to $99.3 million and net income 37%, aided by the LAR acquisition despite steel and aluminum tariff…

ADFJF $281M

Wolf's Substack Jun 9 1 click

eDreams: Disproving the Bears and Regaining Credibility

EDreams cut FY26 Prime-member guidance to 600,000 after Ryanair blocks, while its subscription model lifted Prime to 7.25 million members…

EDDRF $470M

310 Value’s Newsletter May 30 2 clicks

ROAS to Riches

Entravision’s Smadex AdTech segment grew Q1 2026 revenue 204% and generated over $34 million of EBIT, becoming 78% of sales and the core…

EVC $666M

The Mikro Kap May 17 3 clicks

Forgive me Father, I have Sabled.

Sable Offshore restarted Santa Ynez oil flows under a Defense Production Act order, targeting 50,000 barrels daily and a path to 60,000…

SOC $744M

Triple S Special Situations Investing Apr 16 3 clicks

Hallador Pt. 2 — "Massive" Data Center Incoming in Sullivan, IN? ($HNRG)

Hallador’s 1 GW Merom plant could supply a proposed 1,000-acre Sullivan County data center, with local filings and Stantec references tying…

HNRG $664M

Multibagger Monitor Mar 5 9 clicks

Theravance Biopharma: Failed Phase 3 Trial, Strategic Review

Theravance Biopharma began a strategic review after a failed Phase 3 trial.

TBPH $884M

Clark Street Value Mar 5 2 clicks

Braemar Hotels & Resorts: HST Four Seasons Sale, Updated Thoughts

Braemar Hotels & Resorts’ Four Seasons sale prompts updated views on HST.

BHR $114M

Clark Street Value Feb 19 2 clicks

NLOP - I'm Buying Again

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

NLOP $147M

Nat Stewart - Stock Picking Newsletter Jan 27 1 click

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