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Thursday, August 27, 2026

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@Fierce__beast 1 click

Fierce_beast on X

$RENT is a timely example of point #3: Stock up 25% in the morning on a strong beat in 4Q, little analyst coverage. The stock now is down 15%, that is a 40% move. I shorted a bit more at some point today when it was still up 10% or so. The fundamentals, the quality of its revenue growth is worsening and outlook is bad. The company needs to spend a significant amount on inventory, a hidden cost not on the income statement but rather depreciates through COGS overtime instead and is not even visible in any given quarter as a large loss. If they don't replenish inventory, customer satisfaction will likely deteriorate. They are planning to spend less on inventory and yet they are still guiding to margin deterioration in 2026.
@mavix_leon 2 clicks

mavix on X

Evolution $EVO moves to add Playtech $PTEC as defendent in ongoing US defamation lawsuit. Evolution filed with the court accusing Playtech of orchestrating this smear campaign against Evolution in an effort to eliminate competition in the North American marketplace. Today’s filing also accuses Playtech of trade libel, fraud and racketeering, as well as withholding information about its conduct from shareholders despite Playtech CEO Mor Weizer’s active participation in the preparation and dissemination of the defamatory report.

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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 $37MHHS $31M
Triple S Special Situations Investing 11 clicks
LGCY · long 2026-05-29

Legacy Education

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

LGCY $141M
Value Investors Club 1 click
RGLD · long 2026-05-29

Royal Gold INC

Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.

RGLD $22B
Value Investors Club 2 clicks
CC · long 2026-05-29

the chemours inc.

Chemours (CC) is presented as a long investment in its three-segment specialty chemicals business.

CC $2.4B
Value Investors Club 1 click

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