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.
Saturday, August 29, 2026
Back to today
From X
Maj Soueidan on X
. @ChickenReaper did it again with $BDCO. He’s dialed in on this one. Great job with all the information arbitrage you found. https://t.co/n6fIYSh688
Little Owl Research on X
@PaulAndreola $RAVE. For anyone interested in learning more, check my pinned tweet.
Timyan Bank Alert on X
Some may not have noticed that this fellow now on the $EGBN was a 3rd party rep on the $BRBS board. Activist investor prepares for round two with Maryland bank https://t.co/j264ThuQ0C
JabroniCoin.USD on X
The $ENVX chart looks like a battery losing its charging capacity over time… https://t.co/kOK3rpZR17
Maj Soueidan on X
@InfoArbMonitor @BlackScholesMan @Mike10947310 @Diego_La_Torre_ @SimeonResearch_ @NickCortellucci I’ll kick this off… I think you all know mine … $SIF :) The Big misinterpretation👉 the non-cash LIFO charge, masking the record quarter the company reported.
SG on X
$DLTH weekly chart looks like it has found a bottom. No position but adding to watchlist. https://t.co/Tlbm21NX5n
BDC on X
$MOB making it clear that they stand to benefit from higher drone tariffs. https://t.co/s9NvgFyjtw
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $167M082920 $938M
- Protean Funds July 2026 DVYSR $86MTRUE-B $584M
- Alluvial Capital Management Second Quarter 2026 DGXX $435MDIG $459M
- Royce Investment Partners Year-to-Date Through 6/30/26 HCKT $246M
- Greenhaven Road Capital second quarter BUR $857MCODI $843M
- First Eagle Investments second quarter 2026 LXU $726MOIS $499M
- Southeastern Asset Management 2Q26 MGUFF $12M
- Horizon Kinetics 2nd Quarter 2026 INFL
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.
FUFU 2026-08-27 BitFuFu: A $93 Million Liability No One Can Explain
BitFuFu’s $93.4 million unexplained long-term payable equals 57% of liabilities, overshadowing sharply higher self-mining and hosting…
Dorine Cherop 
Atlas Engineered Products ($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…
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.
Luis Cortes Dequidt 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.
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…
Myriam Alvarez 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…
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…
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…
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…
LGCY · long Legacy Education
Legacy Education operates six California campuses offering post-secondary nursing, physician assistant and surgical education.
NIU 2026-08-22 Niu Technologies: A Disappointing Report Comes With A Silver Lining
Niu Technologies’ Q2 FY2026 earnings worsened despite putting the electric scooter maker on track for record annual results; revenue growth…
MarketGyrations 2 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…
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…
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…
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.
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…
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 $1 billion, versus…
Cematrix Corp ($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.
[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…
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Seeking Alpha 36 of 186
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A Capital
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Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
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Evan Tindell
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Fierce_beast
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JabroniCoin.USD
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Sahil Khetpal
SG
Sheel Mohnot
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Timyan Bank Alert
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ToffCap
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Voss Capital
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Investor letters we follow
- 1 Main Capital
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- Akre Capital Management, LLC
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- Crossroads Capital, LLC
- Curreen Capital
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- Davis Opportunity Fund
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- Diranko Capital
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- Dodge & Cox Stock Fund
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- FPA Crescent Fund
- Fairlight Capital
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- Fiduciary Management
- Fiera Capital
- Financial Synergies Wealth Advisors
- First Eagle Investments
- Forager Funds Management
- Frank Capital Partners
- Fred Alger Management, LLC
- Gabelli Funds
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- GreenWood Investors
- Greenhaven Road Capital
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- Guinness Global Investors
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- Lindsell Train Limited
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- Matthews Asia
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- Miller Value Partners
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- Muhlenkamp & Company
- Myrmikan Capital, LLC
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- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
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- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- QuantStreet Capital
- Quercus Fund
- RF Capital Management
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- Regency Wealth Management
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- Vision Capital Fund
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- Vulcan Value Partners
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- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
