Friday, August 28, 2026

NTG Clarity Networks ($NCI.V) FINS Review

NTG Clarity’s $18.6M of Q2 service revenue sat in contract assets, while $4.6M cash burn cut cash to $2.85M and raises liquidity concerns.

NYWKF $12M

Wolf's Substack Aug 28 8 clicks

Aug 27 CCOI $377M

Late August 2026 Random Ramblings

Yet Another Value Podcast 13 clicks

Aug 27 VRRM $458M

The Verra Sneerer (NASDAQ:VRRM)

The Oak Bloke 6 clicks

From X

@LaughingH20Cap Mar 16

Laughing Water Capital on X

@Klad_blok delayed inflection stinks but I think Mr mkt wrongly thinks $LFCR needs to raise equity to redeem the Series A pfd. However, the pfd is designed to PIK. That is a real cost, but nowhere near as bad as an equity raise here. the biz is already won so the inflection is still coming. https://t.co/KmKu3aPsKF

@psyopcapital Mar 4 1 click

Psyop Capital on X

$OTCM beast of a quarter https://t.co/6h385yzu4x

@psyopcapital Mar 3 2 clicks

Psyop Capital on X

$trux gets a lot of love on here (and rightly so), what are some other high quality otc banks with good underwriting culture and history of compounding earnings power at a respectable clip?

@catechwilliams Feb 12

catechwilliams on X

$ANDG. Resurrected Arthur Andersen of Enron fame. Provides small business valuation and tax services—being disintermediated by AI, highly competitive. Ironically reported a material weakness in internal controls. Aggressive growth and valuation. Multiple other red flags.

@catechwilliams Dec 31 3 clicks

catechwilliams on X

$HERE: pop toy fad crashing like Beanie Babies. #1 selling product prices plunging 90% during critical holiday period. $HERE revenue and margins will be impacted severely. https://t.co/czXxPRZTZy

@LittleOwlRes Dec 18

Little Owl Research on X

$RAVE https://t.co/hxEoXQIe93

@LaughingH20Cap Dec 7 2 clicks

Laughing Water Capital on X

@UnHedgedChatter @InvestSpecial @Wexboy_Value $AS, owner of Arc'teryx & 9 other brands trades at more than 3x sales. $CLAR, which would fit perfectly into AS's portfolio trades at less than 0.5x sales and is exploring strategic alts. 🤷‍♂️

@catechwilliams Dec 4

catechwilliams on X

@TonyTony9999991 There is a massive shortage of capacity industrywide. AI DC vacancy rates running 2-3%. Tenants are scrambling for access to computing power. The customer loss was referenced as it would strongly signal that $WYFI won't get a new one (ie. likely performance issues at NC-1).

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

Domo’s $400 million sale to Progress would leave a cash-rich public shell with $900 million of NOLs; January 2028 $5 calls cost 22 cents.

DOMO $167M

Triple S Special Situations Investing Aug 27 3 clicks

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

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

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 $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

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