Wednesday, August 19, 2026

NCLH or her grandma Saga?

Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028 profit.

NCLH $6.5B

The Oak Bloke Aug 19 13 clicks

Aug 18 JMIA $938M

Jumia

Triple S Special Situations Investing 13 clicks

Aug 17 SERV $370M

Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge

MBI Deep Dives 4 clicks

From X

@TheBenSchmark Aug 14 2 clicks

JabroniCoin.USD on X

$CENX is a non-AI bottleneck https://t.co/L0PvNNH4HK

@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.

Stock Trade Compilation Diez

E.W. Scripps, Team Internet, Monro, doValue and Inter & Co feature as special-situation trades involving mergers, asset sales, leverage and…

SSP $292MMNRO $383M

Triple S Special Situations Investing Aug 17 9 clicks

$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management

DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.

DNOW $2.8B

Yet Another Value Podcast Aug 14 9 clicks

Are Department Stores Finally Shortable?

Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…

M $5.8BKSS $1.9B

Bristlemoon Capital Aug 13 9 clicks

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…

EVC $727M

The Value Road Aug 11 13 clicks

$UWMC lost $600m hedging a deal they'd already lost

UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.

UWMC $2BTWO $1.3B

Yet Another Value Blog Aug 11 11 clicks

40 Stock Pitches (3rd-9th August)

Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…

NAVI $902M

Capital Employed Aug 10 9 clicks

$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove

Hims & Hers investor Paul Cerro is long again on lab and patient data driving retention and LTV, despite management concerns, GLP-1…

HIMS $7.1B

Yet Another Value Podcast Aug 7 9 clicks

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

Pernas Research names Capstone Energy and Stabilis Solutions as AI data-center power beneficiaries, alongside Tenable, Upwork, Wise and…

SLNG $104M

The Monetary Matters Network Aug 7 9 clicks

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 $264M

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 $972M

The Oak Bloke Aug 6 7 clicks

LEEEF · long

Leef Brands INC

LEEF Brands, California’s largest cannabis extract manufacturer, supplies distillate, live resin and rosin to leading California brands.

LEEEF $57M

Value Investors Club May 21 2 clicks

Perimeter Solutions: 2Q26 Business Recap

Perimeter Solutions’ 2Q26 revenue rose 31%, while operating income fell 11% as USDA pricing and DLA delivery timing hurt Fire Safety; it…

PRM $5.3B

Speedwell Memos Aug 5 9 clicks

Floor & Decor: 2Q26 Business Update

Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating…

FND $5B

Speedwell Memos Aug 4 8 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 $284M

Triple S Special Situations Investing Aug 3 7 clicks

[scuttleslops] BLDR, RYAN, APG, GFL, FND

Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…

BLDR $6.3B

scuttleblurb Aug 3 8 clicks

Floor & Decor 2Q'26: Tentative Green Shoots

Floor & Decor held 2026 guidance after a 2Q beat, with comps improving through June; tariff refunds lifted margins and may fund pricing…

FND $5B

MBI Deep Dives Aug 2 4 clicks

Vistance Networks (NASDAQ: VISN)

Vistance Networks plans a large post-Ruckus-sale dividend, leaving Aurora Networks valued below 4x guided EBITDA after $1.88 billion of…

VISN $1.5B

Triple S Special Situations Investing Jul 31 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 $49M

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 $653M

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 $663M

The Value Road Jul 30 4 clicks

Wednesday, August 19, 2026

JabroniCoin.USD on X

mavix on X

BDC on X

Tim Eriksen on X

Timyan Bank Alert on X

BDC on X

Tim Eriksen on X

BDC on X

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