Thursday, August 27, 2026

Late August 2026 Random Ramblings

Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven capital allocation.

CCOI $377M

Yet Another Value Podcast Aug 27 13 clicks

Aug 27 VRRM $458M

The Verra Sneerer (NASDAQ:VRRM)

The Oak Bloke 6 clicks

Aug 27 DOMO $167M

Domo (Arigato), for this potential multi-bagger options trade

Triple S Special Situations Investing 3 clicks

From X

@mavix_leon Jul 15 1 click

mavix on X

Evolution $EVO has agreed a GBP 4.75 million settlement with the UK Gambling Commission, concluding the licence review initiated in December 2024. The settlement primarily relates to the finding that Evolution game content was available via two operators on six websites. https://t.co/Q2pVlKKgjd

@marginofdanger Jul 14 2 clicks

marginofdanger on X

If a company is OTC listed and consistently reducing its share count, it seems like a high percentage of the time, it works out well... $MCEM $WEBC $APTL $FMBL $BWEL(?)

@eriksen_tim Jul 13 1 click

Tim Eriksen on X

Solitron Devices $SODI reported fiscal Q1 results today. Revenue and earnings higher. Link to PR https://t.co/7dqZ6WwENP

@marginofdanger Jul 13 2 clicks

marginofdanger on X

I exited my $MLP. After spending a lot more time on this name, I no longer have confidence in the thesis. While I believe there is tremendous asset value, the time to monetize keeps getting pushed out, and the costs to achieve any reasonable realization could be large. I am also concerned that Steve Case doesn't have as much skin in the game as the market thinks, given that he has margin loans out on his position. https://t.co/TePual6ezP

@natstewart5 Jul 10 2 clicks

Nat Stewart on X

@calleymeans @SecKennedy Seems like a tailwind for Lifeway $LWAY

@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

@psyopcapital Jul 7 2 clicks

Psyop Capital on X

https://t.co/irXJODueym $ALAR is under investigation from the FBI. Many of the same hypergrowth microcap accounts that were pumping it a few years ago were also long Intellego before it collapsed under fraud revelations

@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

FUFU 2026-08-27

BitFuFu: A $93 Million Liability No One Can Explain

BitFuFu’s $93.4 million unexplained long-term payable equals 57% of liabilities, overshadowing sharply higher self-mining and hosting…

FUFU $233M

Dorine Cherop Aug 27

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…

APEUF $30M

Wolf's Substack Aug 25 10 clicks

ARQQ 2026-08-25

Arqit Quantum: The Little Boat That Couldn't

Arqit Quantum trades at 397.6x FY26 EV/Sales while facing 5.44 million shares of dilution, cash burn and uncertain recurring revenue.

ARQQ $420M

Luis Cortes Dequidt Aug 25 1 click

The Junk (Mail) Merger Arb

Star Equity’s $5 per-share Harte-Hanks acquisition offers $2.50 cash plus 0.25 STRRP per share after proration, against a $2 break price.

STRR $36MHHS $34M

Triple S Special Situations Investing Aug 24 8 clicks

RCEL 2026-08-24

AVITA Medical: Favorable Reimbursements For Skin Wound Care

AVITA Medical’s more predictable reimbursement, RECELL GO rollout and PermeaDerm economics support adoption, with cash flow breakeven…

RCEL $363M

Myriam Alvarez Aug 24 4 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 $458M

The Oak Bloke Aug 20 13 clicks

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 $898M

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 $386M

MBI Deep Dives Aug 17 4 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

LGCY · long

Legacy Education

Legacy Education operates six California campuses offering post-secondary nursing, physician assistant and surgical education.

LGCY $116M

Value Investors Club May 29

RCAT 2026-08-23

Here's Why You Should Watch Red Cat In H2 2026

Red Cat targets $150–$180 million in FY2026 revenue after 527% growth, with margin expansion dependent on second-half drone-contract…

RCAT $988M

Petri Dish Reports Aug 23 3 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 $242MMNRO $437M

Triple S Special Situations Investing Aug 17 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 $52M

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

Thursday, August 27, 2026

mavix on X

marginofdanger on X

Tim Eriksen on X

marginofdanger on X

Nat Stewart on X

Raging Capital Ventures on X

Psyop Capital on X

Mike on X

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