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

@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

@Mike10947310 Aug 12

Mike on X

New $FTEK CEO is interesting to me, ex $CECO which has been a great company. What do you think? There has been a lot of kinda inexplicable decisions for years from mgmt (particularly massive SG&A costs) offsetting what should be strong gross margins. My read is he probably joined to pull some easy levers.

@Mike10947310 Aug 11 1 click

Mike on X

@kingtutcap I know $VELO well any others to look at? Maybe something involved in missile production?

@marginofdanger Aug 11 1 click

marginofdanger on X

$BWEL has been the most aggressive in years on its share buybacks since the last reported financials (6/30/25). While not as significant as I would like, the increased pace of buyback is probably a good sign for FY26 results. https://t.co/tQmmswZS0P

@TimyanBankAlert Aug 10 2 clicks

Timyan Bank Alert on X

HBT Financial to acquire Tri-County Financial in $204.6M deal $HBT $TYFG https://t.co/27xbZI2Ai5

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

TMCR · short

Metals Royalty Company INC

Metals Royalty Company, a U.S.-focused critical-minerals royalty platform, direct-listed on Nasdaq in April 2026 and holds royalty and…

TMCR $274M

Value Investors Club May 25

NIU 2026-08-22

Niu Technologies: A Disappointing Report Comes With A Silver Lining

Niu Technologies’ Q2 FY2026 earnings worsened despite putting the electric scooter maker on track for record annual results; revenue growth…

NIU $167M

MarketGyrations Aug 22 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

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

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

BDC on X

Tim Eriksen on X

BDC on X

mavix on X

Mike on X

Mike on X

marginofdanger on X

Timyan Bank Alert on X

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