Wednesday, August 26, 2026

Atlas Engineered Products ($AEP.V) FINS Review

Atlas Engineered Products reported Q2 revenue up 19% to $16.2 million, but ended cashless on its credit line as inventory rose 47% and year-to-date losses widened.

APEUF $31M

Wolf's Substack Aug 25 10 clicks

Aug 24 STRR $37M

The Junk (Mail) Merger Arb

Triple S Special Situations Investing 8 clicks

Aug 20 ELALF $3.2B

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

Yet Another Value Podcast 12 clicks

From X

@TheBenSchmark Aug 26 1 click

JabroniCoin.USD on X

How many times will Peltz rug $WEN with totally not-fake bids? https://t.co/7YmTsnbaZy

@stockgutter Aug 26 2 clicks

SG on X

@DeepSailCapital $FFAI deserves consideration for that title. Pivot from EV to crypto to web3 to AI to humanoid robots to.....

@TheBenSchmark Aug 25

JabroniCoin.USD on X

UBS on $CENX generating nearly $1 bn in 2026 FCF (v ~$800m consensus) Post this week, that Midwest premium looks solid for 2026… so that volume ramp should translate into higher numbers in Q3 and Q4 https://t.co/dhrEiBFWFf

@BlueDuckCap Aug 25 1 click

BDC on X

$xgn is our largest position. Had a great call with mgmt, who I think is world class. not advice, just candor on what we own. https://t.co/z57ubc1dru

@mavix_leon Aug 25 2 clicks

mavix on X

Will be interesting to finally see the first look of the new Shelly Camera! $SLYG https://t.co/dWIQfPA150

@cfrischer1 Aug 25

Charles Frischer on X

@JohnTwomey16 I think the podcast speaks for itself. The FCC is trying to light all available spectrum. Likely includes the 900 MHz owned by $NN.

@majgeoinvesting Aug 25

Maj Soueidan on X

I’ll be studying the following Delta Sheets: $NSYS - another one of those never ending - “just wait for it, change is coming soon!” - stories. Anyways.. mentions data centers as an opportunity + has defense & medical device angles. Selling near book. $USIO - some smart investors seem to like this payment processing turnaround.

@majgeoinvesting Aug 25

Maj Soueidan on X

$SNT q2 call will be interesting. If there was a Hall of Fame list for Mgmt. that are cryptic and lack transparency on calls, they’d get a gold jacket. Still, I want to find out if the new LIDAR business can carry the weak/lumpy legacy perimeter security business. They teased us with transparency on the Q1 call, but weren’t sure they’d keep breaking out LIDAR moving forward. BTW.. $TPCS would also be on this list.

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 $286M

KC Research Aug 20 2 clicks

CCC Is in the Middle of the Wreckage

CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…

CCC $3.9B

scuttleblurb Aug 20 17 clicks

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…

VRRM $536M

The Oak Bloke Aug 20 13 clicks

SA 2026-08-20

Seabridge Gold: Fairly Valued Now But Big Upside

Seabridge Gold's KSM gold-copper project could re-rate on a joint venture, 2027 feasibility study and infrastructure progress, with gold…

SA $3.3B

Redfern Research Aug 20

Jumia

Jumia’s January 2028 $7/$15 call spread risks $1.15 for up to $6.85 if cost cuts and marketplace growth deliver adjusted EBITDA and…

JMIA $938M

Triple S Special Situations Investing Aug 18 13 clicks

Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge

DoorDash’s integrated autonomous-delivery strategy contrasts with Uber’s 2026 divestment of Serve Robotics, its former delivery-robot…

SERV $370M

MBI Deep Dives Aug 17 4 clicks

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…

KSS $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

KVHI · long

KVH Industries

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

KVHI $128M

Value Investors Club May 23 3 clicks

Mitani Corporation (TYO: 8066): $1.2 bn Japanese Conglomerate at 2.6× EV/EBIT with 30+ Years of Profitability

Mitani Corporation trades at 2.6× EV/EBIT and 8.9× earnings, backed by net cash, a 24% lower share count since 2014, and dividends up more…

MITCF $1.9B

Altay Capital - Mostly Value Investing Jan 28 2 clicks

NLOP - I'm Buying Again

NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.

NLOP $157M

Nat Stewart - Stock Picking Newsletter Jan 27 1 click

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 $727M

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 $756M

Clark Street Value Jan 13 2 clicks

Return of the Power King

China Yuchai (CYD) seeks a 2026 rerating as governance normalization, global expansion, AI data-center power demand, and green-powertrain…

CYD $1.3B

Maius Partners Jan 4 6 clicks

Haw Par Corporation Limited

Haw Par combines Tiger Balm’s stable cash flows with property, leisure and healthcare operations plus stakes in UOB and UOL.

HAWPY $3B

smallvalue. Dec 17 4 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 $669M

Bristlemoon Capital Dec 8

National Beverage Update

National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.

FIZZ $3B

Nat Stewart - Stock Picking Newsletter Nov 25 3 clicks

The Priority Technology Situation

Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…

PRTH $479M

Nat Stewart - Stock Picking Newsletter Nov 11 5 clicks

Wednesday, August 26, 2026

JabroniCoin.USD on X

SG on X

JabroniCoin.USD on X

BDC on X

mavix on X

Charles Frischer on X

Maj Soueidan on X

Maj Soueidan on X

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