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

@Mike10947310 Jul 7

Mike on X

If you’ve been following the $PESI situation, this is important reading. Especially regarding grouting 200E waste. https://t.co/bsf03iTPKg

@Mike10947310 Jul 7 1 click

Mike on X

@DeepSailCapital $RDCM is interesting.

@TimyanBankAlert Jul 7 1 click

Timyan Bank Alert on X

Merion Road Capital Management and Blue Hill Advisors urge United Bancorporation of Alabama $UBAB to return excess capit... https://t.co/Ej02jreaap

@marginofdanger Jul 4 2 clicks

marginofdanger on X

Is anyone looking at these busted digital treasury companies? A quick glance suggests a bunch of them are trading at 50%+ discounts to NAV with otherwise clean balance sheets. Will they all merge in stock for stock deals? Or convert into ETFs? $BRR $XXI $BMNR

@marginofdanger Jul 3

marginofdanger on X

$QUCT ranch for sale for $75 million: https://t.co/dOfoTwB6ly

@mavix_leon Jul 1 2 clicks

mavix on X

Leatt $LEAT announced that it has partnered with Cardo Systems, a US-based leader in wireless communications for powersports, on Cardo Venture, a new off-road helmet integrating Cardo Systems’ wireless real-time mesh communication system into Leatt’s innovative MOTO 8.5 Helmet. https://t.co/Vp9iwD6UhW

@mavix_leon Jul 1 1 click

mavix on X

Portfolio end of July '26: Centrotec $CEV.HM Toyokumo $4058 Evolution $EVO Leatt $LEAT BioRem $BRM.V Secunet Security Networks $YSN -undisclosed- Lindbergh $LDB.MI Shelly $SLYG Enogia $ALENO ErreDue $RDUE Circle Group $CIRC.MI -undisclosed- -undisclosed- Sold: $TRT.L https://t.co/uosmAMwiTH https://t.co/ZCsmkvYuTS

@eriksen_tim Jun 29 2 clicks

Tim Eriksen on X

@thewritser @CapitalShipyard At first glance that is the worst structured rights offering I have seen in quite awhile. Great for the group backstopping it. $MCDIF

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 $52M

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 $251M

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 $128M

Wolf's Substack Jul 23 1 click

HRBR · long

Harbor Diversified INC

Harbor Diversified trades at about $0.65 per $1.00 of cash, with at least $150 million in cash as its sole asset.

HRBR $129M

Value Investors Club May 18 1 click

RI(N)sing higher

RIN prices near all-time highs reflect tighter renewable-fuel mandates, a shrinking credit bank, and biodiesel production shortfalls.

FF $223M

Treasure Hunting Jul 21 4 clicks

Getting Paid 10% for a Ringside Seat at the Braemar Circus with a potential 2x payout

Braemar’s BHR-PB preferred trades near $13 against a $25 liquidation preference, yielding 10% amid hotel sales, a $480 million Ashford…

BHR $114M

Triple S Special Situations Investing Jul 20 5 clicks

Clear the DEC?

Diversified Energy (DEC) has paid $21.84 per share in dividends since June 2017 and trades at $13.35 amid a bullish U.S.

DEC $959M

The Oak Bloke Jul 18 3 clicks

Matan on Stitch Fix

Stitch Fix’s rushed Freestyle pivot cannibalized its profitable Fix business, driving active clients below 3.4 million, quarterly revenue…

SFIX $327M

MBI Deep Dives Jul 11 2 clicks

$50M Cash, No Debt, 0.74x Book: A Deep-Value Machine Tool Setup

A debt-free machine tool company with $50 million in cash trades at 0.74 times book value and below net current asset value.

HURC $142M

The Value Road Jul 10 5 clicks

Corporate dark arts: the strangest 8-K I've ever seen $DMRC

DMRC’s incoming CEO can earn more than $40 million if shares rise roughly fivefold, despite an 8-K warning of substantial doubt about the…

DMRC $129M

Yet Another Value Blog Jul 9 3 clicks

PesoRama ($PESO.V) FINS Review

PesoRama’s 0.64 current ratio, operating cash burn and 111% annual dilution offset 36% Q1 revenue growth, despite replacing an 18.5% loan…

PSSOF $102M

Wolf's Substack Jul 2 3 clicks

The Biggest Bull Signal On Entravision

Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.

EVC $666M

The Value Road Jun 26 5 clicks

The Arithmetic: How a $9 Spanish-Language Broadcaster Becomes a $100 AdTech Stock

Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.

EVC $666M

The Value Road Jun 15 4 clicks

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