Tuesday, September 1, 2026

EVC Update

EVC reported a solid second quarter and outlook.

EVC $727M

Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks

Sep 1 LMB $623M

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

Yet Another Value Podcast 9 clicks

Sep 1 GPRO $268M

GoPro sold itself at 9:20 AM to get ahead of a meme stock

Yet Another Value Blog 4 clicks

From X

@TimyanBankAlert Sep 1 1 click

Timyan Bank Alert on X

Community Corner: Active Indiana bank buyer heads to Illinois for latest deal $THFF | S&P Global Market Intelligence https://t.co/nrMSXAi9Vo

@TimyanBankAlert Sep 1 1 click

Timyan Bank Alert on X

Stilwell bought 42,700 $PFBX so Chevis bought….a thousand. That’s 41,700 more votes for the Stilwell candidate at next year’s annual meeting in addition to the 10,000 or so he’s bought since the cutoff to the last meeting. https://t.co/nSvCXJQt7W

@stockgutter Sep 1 1 click

SG on X

@valuedrift $LODE

@stockgutter Sep 1 1 click

SG on X

I think the market is correct to sell $DBGI (note: I have np rn). The same thing that will make it cash-flow positive will dilute the hell out of shareholders: it is paying license fees in shares. While the company has already delivered those shares, it has "make whole" obligations requiring DBGI to restore the consideration to fair value if (when) shares decline. Right now that liability exceeds its market capitalization, and it also has debt coming due.

@majgeoinvesting Sep 1 1 click

Maj Soueidan on X

@SebKrog . @pernasresearch knows $CEPL well.

@BrokenMoats Sep 1 1 click

Broken Moats on X

Why is $GTLB up ah? Expense dollar growth far outstripped revenue dollar growth? and 117 NR at this valuation is not impressive, let alone the 50% increase in SBC yoy.....

@eriksen_tim Sep 1 1 click

Tim Eriksen on X

Brief follow up to the $PGNT dumpster fire: During the 2025 proxy campaign Sham (it's all in the name) stated his slate would work to separate CEO and Chairman roles. After winning they worked to do ... the exact opposite. I'm shocked (sarcasm)! But the board is allowing him to do a creeping takeover, which is considered a breach of fiduciary duties, so they do have that going for them (yes, more sarcasm). From 3/18/2025 press release:

@Mike10947310 Sep 1

Mike on X

@HiddenGemsInves Probably $ESP

Cleveland-Cliffs: 2027 Could Be A Very Big Year

Cleveland-Cliffs' 2027 upside depends on contract resets and Stelco earnings, while management directs free cash flow to deleveraging…

CLF $6.9B

The Bullionaire Sep 1 1 click

[WAY – Waystar] Healthcare is a very complicated invoice

Waystar sells revenue-cycle software for a US claims process where roughly 18% of submitted claims are initially denied and healthcare…

WAY $4.9B

scuttleblurb Aug 31 5 clicks

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…

EMCMF $11M

Wolf's Substack Aug 30 6 clicks

Veeva 2Q’26: “SaaSpocalypse” Cancelled

Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached…

VEEV $42B

MBI Deep Dives Aug 29 10 clicks

BE 2026-08-29

Bloom Energy: 5 Links That Cannot Break

Bloom Energy’s 80x forward earnings valuation relies on concentrated megaprojects, sustained AI data-center power demand and continued…

BE $83B

Valuation Rewind Aug 29 2 clicks

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

Meta Buys Away its Distraction at Minimal Cost

Meta’s $18 billion teen-addiction settlement makes $5.3 billion contingent on YouTube and TikTok adopting matching restrictions, while…

RBLX $34B

MBI Deep Dives Aug 28 7 clicks

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

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

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

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

GCI Liberty: Cheap, Tax Asset, Malone Fatigue?

GCI Liberty trades cheaply, holds tax assets, and faces investor fatigue with John Malone.

GLIBA $980M

Clark Street Value Jul 16 2 clicks

Golden Dome, Quantum, Next-Gen GPS, Oh My... ($FEIM)

Frequency Electronics ($FEIM) trades at its lowest EV/EBITDA multiple since 2016 despite satellite-timing exposure to Golden Dome spending…

FEIM $1B

Multibagger Monitor Jun 16 8 clicks

NSTS Bancorp: Post 3-Year Thrift Conversion, Possible Sale

NSTS Bancorp’s three-year thrift-conversion anniversary could clear the way for a potential sale.

NSTS $74M

Clark Street Value May 22 1 click

Brookfield's New Lawsuit

Brookfield faces whistleblower allegations over its VC funds; $569 million of Q1 buybacks challenges claims that $8 million of remaining…

BN $85B

310 Value’s Newsletter May 15 3 clicks

When extend and pretend is a virtue

Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…

UPST $2.4B

John Hempton's Newsletter May 6 2 clicks

Hallador's "Beautiful, Clean Coal": Near Term Catalyst w/ 200% Upside ($HNRG)

Hallador Energy's Merom plant cleared a MISO review, setting up a potential data-center PPA that could transform the coal miner into a…

HNRG $708M

Multibagger Monitor Apr 22 8 clicks

Brookfield Corp. - Get a Buck for Fifty Cents

Brookfield Corp. trades at 13.2x 2025 distributable earnings and $45.97 against management’s $91.76 sum-of-the-parts Plan Value, discounted…

BN $85B

310 Value’s Newsletter Apr 10 3 clicks

Comeback Season: Evolv Eyes Positive FCF, 40% ARR Growth, and Reputational Revival in '25 ($EVLV)

Evolv ($EVLV) targets positive free cash flow and 40% ARR growth in 2025 as delayed filings, an FTC resolution, and leadership changes seek…

EVLV $880M

Multibagger Monitor Apr 7 8 clicks

Tuesday, September 1, 2026

Timyan Bank Alert on X

Timyan Bank Alert on X

SG on X

SG on X

Maj Soueidan on X

Broken Moats on X

Tim Eriksen on X

Mike on X

Investor Letters

Publications we follow

Newsletters 91

YouTube 4

Blogs 12

Seeking Alpha 29 of 159

X accounts we follow

Investor letters we follow

Sectors