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 28 RBLX $34B

Meta Buys Away its Distraction at Minimal Cost

MBI Deep Dives 7 clicks

Aug 28 SNDK $236B

Making sense of Sandisk’s long-term financial model

Bristlemoon Capital 9 clicks

From X

@ClarkSquareCap Aug 28

Clark Square Capital on X

Interesting development at $GRVY https://t.co/xvjalTHgN7

@ChrisCamillo Aug 28

Chris Camillo on X

@PostmodernRogue @fkon1u @DumbMoneyTV what exactly do you think is priced in? >37M launch-quarter units? >45M? >50M? what ARPU? “priced in” isn’t an argument without numbers. There is upside and downside. Been crushing $TTWO GTA trades since ’99. Always happy to compare notes.

@TimyanBankAlert Aug 28 1 click

Timyan Bank Alert on X

Stilwell’s shareholder proposal for $CPBI overwhelmingly passed. I’m not the only one who found it brilliant. https://t.co/5ysX64Oj6T

@stockgutter Aug 28 2 clicks

SG on X

On the daily chart, $SB #sugar looks like it ran too far too fast. Zoom out though and you get a better picture of exactly how far the commodity can move in an uptrend. Staying long. https://t.co/31XQLMRcCZ

@ActAccordingly Aug 28 3 clicks

PAA Research on X

Man in just 48 hours we went from the $DRAM bulls tap-dancing and high fiving on the "incredible" $160B Q/Q (it is crazy) increase in supply and purchase agreements from $NVDA to: "The memory names have held up well on a relative basis the past two days".... Two golden rules apply here: 1) The market will pick the path of the most pain 2) Karma has everyone's address so please stop with your victory laps, lectures, and bear trouncing. This game is hard and unforgiving.

@stockgutter Aug 28 2 clicks

SG on X

I know one company that won't be sad August is coming to an end $BURL https://t.co/uOtSFz7nCf

@orrdavid Aug 28 1 click

David Orr on X

$SOXX $NVDA down since the big beat... sure looks like a news failure event. I think it'll be electricity bottlenecks that kill the AI hardware bubble. The hyperscalers controlling that bottleneck should be the biggest winner.

@orrdavid Aug 28 2 clicks

David Orr on X

@taobanker $LULU's quality drop was like a bit worse every year, kind of hard to notice. And then all of a sudden...

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…

UWMC $2BCCOI $476M

Yet Another Value Podcast Aug 27 13 clicks

The Verra Sneerer (NASDAQ:VRRM)

Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…

VRRM $536M

The Oak Bloke Aug 27 6 clicks

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 $177MPRGS $1.9B

Triple S Special Situations Investing Aug 27 3 clicks

MT 2026-08-27

ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company

ArcelorMittal’s regional steel franchises, integrated mining and India expansion are lifting EBITDA per ton and supporting per-share…

MT $55B

Capital Connoisseur Aug 27 1 click

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 $31M

Wolf's Substack Aug 25 10 clicks

STNE 2026-08-25

StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now

StoneCo's buybacks and special dividend produced roughly 39% H1 shareholder yield as Brazil's rate cuts slow and competition persists.

STNE $2.2B

IWA Research Aug 25 3 clicks

Stripe’s “Singularity” and the Divergence from Adyen

Stripe’s net revenue rose 41% in 1H 2026 versus Adyen’s 21% FX-adjusted growth, fueled by AI-native startups and acquisitions including…

ADYEY $32B

MBI Deep Dives Aug 24 5 clicks

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 $35M

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 $347M

Myriam Alvarez Aug 24 4 clicks

Core Memory

Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…

ABNB $99B

MBI Deep Dives Aug 23 9 clicks

ANET · long

Arista Networks INC

Arista Networks, at about $150 per share, is a $190 billion data-center networking franchise generating $9.7 billion of LTM revenue with…

ANET $259B

Value Investors Club May 28 4 clicks

$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity

CBIZ activist Ryan Bunn urges ending buybacks, issuing equity and resuming bolt-on acquisitions to delever after the $2.3 billion Marcum…

CBZ $3B

Yet Another Value Podcast Jul 14 2 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 $379M

MBI Deep Dives Jul 11 2 clicks

Under The Hood - Sprouts Farmers Market, Inc.

Sprouts Farmers Market’s 483-store fresh-food format combines dedicated distribution, curated assortments and long-built site selection,…

SFM $6.4B

Bearhold Research Jul 11 2 clicks

$50M Cash, No Debt, 0.74x Book: A Deep-Value Machine Tool Setup

A debt-free machine tool company with $50 million in cash trades at 0.74 times book value and below net current asset value.

HURC $140M

The Value Road Jul 10 5 clicks

U-Haul Bought at the Top

U-Haul’s pandemic-era fleet purchases at inflated prices now drive higher depreciation and disposal losses as truck and van prices…

UHAL $13B

scuttleblurb Jul 10 2 clicks

[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips

Copart’s returning CEO Jay Adair plans to restart European expansion and build domestic whole-car sales on its global buyer network amid…

CPRT $27B

scuttleblurb Jul 9 4 clicks

Corporate dark arts: the strangest 8-K I've ever seen $DMRC

DMRC’s incoming CEO can earn more than $40 million if shares rise roughly fivefold, despite an 8-K warning of substantial doubt about the…

DMRC $115M

Yet Another Value Blog Jul 9 3 clicks

Is insider buying a signal if the insiders are always wrong? $LILAK

LILAK’s canceled GCI Liberty deal, preferred-stock distribution, and $1.7 million of insider buying revive governance concerns around John…

LILA $1.7B

Yet Another Value Blog Jul 6

PesoRama ($PESO.V) FINS Review

PesoRama’s 0.64 current ratio, operating cash burn and 111% annual dilution offset 36% Q1 revenue growth, despite replacing an 18.5% loan…

PSSOF $86M

Wolf's Substack Jul 2 3 clicks

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David Orr on X

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