Saturday, August 22, 2026

Aloe Aloe Aloe what 'ave VERRA then?

Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing fleet-customer concentration risk.

VRRM $458M

The Oak Bloke Aug 20 13 clicks

Aug 18 JMIA $917M

Jumia

Triple S Special Situations Investing 13 clicks

Aug 17 SERV $386M

Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge

MBI Deep Dives 4 clicks

From X

@BlueDuckCap Aug 21 4 clicks

BDC on X

@be4_the_h3rd @JasperRidley $xgn just getting started imo

@irbezek Aug 21 5 clicks

Ian Bezek on X

@taobanker Good chance this will be another 14% higher at some point between now and Dec. Things in motion stay in motion... $COLO https://t.co/CjrbroM2R3

@BlueDuckCap Aug 21 2 clicks

BDC on X

Reviewing some expert transcripts. On $XGN this is worth flagging. The Rheumatologist being interviewed confirms the bull thesis. Says he uses AVISE (XGN) for his panels bc generic tests don't work well in autoimmune, and AVISE more accurate. Flat out says that the one autoimmune marker XGN doesn't offer is for Myositis, where he uses another lab. Guess what $XGN is offering in 2027?

@TimyanBankAlert Aug 20 1 click

Timyan Bank Alert on X

Fed, Alabama regulator enter enforcement action against SouthPoint Bancshares $SOUB | S&P Global Market Intelligence - @colarion had this pegged https://t.co/2tHGECNUTo

@TimyanBankAlert Aug 20 2 clicks

Timyan Bank Alert on X

$OTTW https://t.co/PCj3SfS5yv https://t.co/8TdjhoKoa5

@TimyanBankAlert Aug 20 1 click

Timyan Bank Alert on X

@Ron284Ron At 35% of what $CNAF book value used to be…☠️

@natstewart5 Aug 20 3 clicks

Nat Stewart on X

@ragingbullcap $PBT interesting here to. Merging with royalty acres/surface interests owned by affiliate of the operator, converting to a C-Corp. Softvest is once again the architect as with $TPL https://t.co/acWX95uQQI

@BlueDuckCap Aug 20 2 clicks

BDC on X

$XGN bio pharma revenue increased 40% yy in Q2 hitting a quarterly record. What we also love is that the stock trades for 2.5x sales vs a comp set at 10.3x. This is in advance of launching testing for Myositis which is another connective-tissue disorder that requires early diagnosis to treat and prevent serious organ damage. Rheumatologists have requested a calibrated Myositis test w/ 15x more frequency than any other test because the condition is so critical to rule out. Only $XGN will offer this and its coming in the 1H of 2027, maybe Q1 and the additional cost of launch are already baked into the cake.

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 $263MMNRO $430M

Triple S Special Situations Investing Aug 17 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 $666M

The Value Road Aug 11 13 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 $855M

Capital Employed Aug 10 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 $93M

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 $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

KVHI · long

KVH Industries

KVH Industries is winding down capital-intensive GEO antenna manufacturing and pivoting to an asset-light maritime connectivity business.

KVHI $136M

Value Investors Club May 23 3 clicks

PTLO 2026-08-20

Portillo's: Guidance Cut Confirms It's Cheap For A Reason

Portillo's guidance cut followed a 1.2% same-restaurant-sales decline and 1.9% margin compression, while its $343 million TRA liability…

PTLO $267M

KC Research Aug 20 2 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

Biorem Inc. ($BRM.V) FINS Review

Biorem reported 66% revenue growth and over 260% profit growth after trading at 11.3 times earnings and 5.9 times EV/EBITDA.

BIRMF $39M

Wolf's Substack Jul 28 1 click

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

AirIQ Inc. ($IQ.V) FINS Review

AirIQ’s 2025 revenue rose 17% to $6.5 million, but tax reassessments cut net income 50% and lifted its P/E to 144x.

AILQF $9.3M

Wolf's Substack Jul 26 2 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

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

Saturday, August 22, 2026

BDC on X

Ian Bezek on X

BDC on X

Timyan Bank Alert on X

Timyan Bank Alert on X

Timyan Bank Alert on X

Nat Stewart on X

BDC on X

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