Sunday, August 30, 2026

Emerge Commerce ($ECOM.V) FINS Review

Emerge Commerce's $44 million COVID-era acquisitions produced losses and impairments, while modestly improved Q2 liquidity leaves its balance sheet and capital needs under scrutiny.

EMCMF $11M

Wolf's Substack Aug 30 6 clicks

Aug 28 NYWKF $12M

NTG Clarity Networks ($NCI.V) FINS Review

Wolf's Substack 8 clicks

Aug 27 UWMC $2B

Late August 2026 Random Ramblings

Yet Another Value Podcast 13 clicks

From X

@irbezek Aug 30

Ian Bezek on X

@taobanker So they can reissue them at fire sale prices in the future to avoid bankruptcy. See American Airlines, circa 2015. $AAL https://t.co/mEfrPFACcY

@TimyanBankAlert Aug 30

Timyan Bank Alert on X

Loop company's bid to buy Arizona bank $BNCC would spike predatory lending, consumer advocacy groups argue - Chicago Sun-Times https://t.co/NQ4aIh3LzV

@leevalueroach Aug 30

Lee Roach on X

Great way to find some stock ideas. I found TransAct Technologies $TACT with Special Situations Digest. Chuck Gillman is going activist on it. Chuck has a pretty strong track record in microcap stocks and this is one to definitely watch. https://t.co/oQJTw0QA4X https://t.co/YZIiQoiaTC

@marginofdanger Aug 30

marginofdanger on X

@leevalueroach $BWEL

@irbezek Aug 30

Ian Bezek on X

@davey_juice @ThainRos $EWZ might go lower. I don't have a strong opinion on where big components like Vale and Petrobras go, could be down more. I think $INTR and $NU will keep growing fast enough to offset macro jitters.

@irbezek Aug 30

Ian Bezek on X

@davey_juice @ThainRos I own a lot of $NU and $INTR but think Lula is going to win, so that's not ideal. Flavio polls look a little better, but he's still a bad candidate. Colombia only went to Abelardo by 1 pt. Lula is incumbent, more popular than Petro, and their electorate is more leftist.

@irbezek Aug 30

Ian Bezek on X

@davey_juice @ThainRos I remember someone wanting to bet me that Nigeria would outperform Colombia over the long term. $COLO now +150% past three years while the Nigeria ETF got delisted, so yeah, about that.

@leevalueroach Aug 30

Lee Roach on X

Owning timber REITs here seems like a no brainer. $RYN has an enterprise value of $7.4 billion. They own four million acres. You are buying this for $1,817 per acre. That is dirt cheap. Find me anywhere else you can own a large swath of land for $1,817 per acre. You can’t! The public market will punish RYN for owning a large amount of land. Lower valuation and will call it a value trap. But imagine the optionality of owning this large amount of land. Texas Pacific Land owned a large amount of land and look what happened to their stock price. One of the best performers ever. I’ve done well owning land banks. This one pays a fat dividend. Rare. Market is asleep at the wheel with their pants down and drooling.

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

BHVN 2026-08-27

Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels

Biohaven’s $795 million global opakalim licensing deal with SK Biopharmaceuticals boosts cash, lowers R&D spending and extends its funding…

BHVN $2.1B

Edmund Ingham Aug 27 1 click

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

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

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

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…

ELALF $3.2B

Yet Another Value Podcast Aug 20 12 clicks

PTLO 2026-08-20

Portillo's: Guidance Cut Confirms It's Cheap For A Reason

Portillo's guidance cut followed a 1.2% same-restaurant-sales decline and 1.9% margin compression, while its $343 million TRA liability…

PTLO $286M

KC Research Aug 20 2 clicks

CCC Is in the Middle of the Wreckage

CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…

CCC $3.9B

scuttleblurb Aug 20 17 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 $536M

The Oak Bloke Aug 20 13 clicks

NEXPF · long

Nexi SpA

Nexi, continental Europe’s largest merchant acquirer, is presented as a long investment using normalized EPS and EBIT that exclude…

NEXPF $5.6B

Value Investors Club May 29

National Beverage Update

National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.

FIZZ $3B

Nat Stewart - Stock Picking Newsletter Nov 25 3 clicks

The Priority Technology Situation

Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…

PRTH $479M

Nat Stewart - Stock Picking Newsletter Nov 11 5 clicks

Tis The (Earnings) Season

Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…

CUBI $2.7B

Cluseau Research Oct 27 3 clicks

Drilling Down on Disposal: Parallels Between Produced Water and Municipal Waste Disposal

WaterBridge and Secure trade at 10–11x 2025 EBITDA despite produced-water disposal economics resembling higher-multiple municipal waste…

WBI $1.7B

310 Value’s Newsletter Oct 21 2 clicks

Braemar Hotels & Resort: Gross Asset Management Contract, Initiated Sales Process

Braemar Hotels & Resorts initiated a sales process and faces a gross asset management contract.

BHR $124M

Clark Street Value Sep 5 3 clicks

Product-Market Fit in 5G ORAN Radios... Equity Market Rerate to Come? ($AMPG)

Amplitech's bull case rests on $118 million in 5G Open RAN LOIs, 125% projected revenue growth and a 1x EV/sales valuation.

AMPG $103M

Multibagger Monitor Aug 28 10 clicks

The Announcement That Changes Everything

China Yuchai’s potential MGP IPO could separate its data-center and genset arm, with employee incentives tied to a listing and a proposed…

CYD $1.3B

Maius Partners Aug 26 2 clicks

Franklin Street Properties: Office Basket, Strategic Alternatives

Franklin Street Properties pursues strategic alternatives for its office-property portfolio.

FSP $34M

Clark Street Value Jul 29

Net Lease Office Properties: Office Basket, REIT Spin/Liquidation

Net Lease Office Properties is a REIT office basket pursuing a spin-off and liquidation.

NLOP $157M

Clark Street Value Jul 29 2 clicks

Ian Bezek on X

Timyan Bank Alert on X

Lee Roach on X

marginofdanger on X

Ian Bezek on X

Ian Bezek on X

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Lee Roach on X

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