Sunday, August 23, 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

@RagingVentures Jul 9

Raging Capital Ventures on X

Excited to see Elroy Air going public via SPAC with $CMII / $IPXG… Elroy has developed a hybrid-electric, autonomous VTOL aircraft called Chaparral that has both military and defense applications. We have invested in multiple rounds at Elroy, starting with their seed in 2018. Here’s the deck on Elroy: https://t.co/iRRILU5JFk https://t.co/dUaH1EKf4K

@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

@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

@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

@Mike10947310 Jun 25

Mike on X

Good results recently for $MEI https://t.co/pw7Uhce7ZB

@TimyanBankAlert Jun 24

Timyan Bank Alert on X

$CBAN to merge w/ $FSRL https://t.co/2hLKYqpeB6

@psyopcapital Jun 23

Psyop Capital on X

Is contextlogic interesting/worth digging into? $LOGC. I really like the Salt acquisition but seems like they paid a rich multiple for it. Fear this will end up in the graveyard of mini-Berkshires over time

@mavix_leon May 30

mavix on X

Portfolio end of May '26: Centrotec $CEV.HM Toyokumo $4058 Evolution $EVO Secunet Security Networks $YSN BioRem $BRM.V Leatt $LEAT -undisclosed- Shelly Group $SLYG Enogia $ALENO.PA (prev. undisclosed) ErreDue $RDUE Lindbergh $LDB.MI -undisclosed- Circle Group $CIRC.MI (1/2) https://t.co/ZCsmkvYuTS

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…

MNRO $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

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

[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

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

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

USO · short

United States Oil Fund Lp

United States Oil Fund faces a short case tied to a long-Brent, short-WTI trade as Strait of Hormuz closure risk disrupts oil markets.

USO $990M

Value Investors Club May 19 2 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

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

Programmatic DSPs

Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…

EVC $666M

The Mikro Kap Jan 25 1 click

Green Dot: Creating a Standalone BaaS Bank

Green Dot creates a standalone banking-as-a-service bank.

GDOT $721M

Clark Street Value Jan 13 2 clicks

Hemnet – Broken Moat or Misunderstood Monopoly?

Hemnet’s Swedish listings monopoly has fallen from SEK420 to about SEK160 as growth slows, leaving investors to judge whether its 90% share…

HMNTY $620M

Bristlemoon Capital Dec 8

Raging Capital Ventures on X

Mike on X

marginofdanger on X

mavix on X

Mike on X

Timyan Bank Alert on X

Psyop Capital on X

mavix on X

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