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

Aug 31 WAY $4.9B

[WAY – Waystar] Healthcare is a very complicated invoice

scuttleblurb 5 clicks

From X

@orrdavid Aug 3

David Orr on X

@Biohazard3737 I was leaning way more great bet for Citadel before today's $SOXX action. Opinion will change again fast from here... if $SOXX randomly nukes 10% in a few days though, yikes.

@orrdavid Aug 3 1 click

David Orr on X

It's not THAT clear Citadel made a good bet. Probably good. But it could be losing. Three buckets: 1. Citadel brand buying the block creates a lot of buyers short term, letting them get out. A counter to this is: how many other funds/players blew up at the same time, with how much more stock still needing to be sold at any price by brokers? And redemptions. 2. The $SOXX drop was mostly just technical and will keep going up again after this. In which case Citadel will kill it. 3. The $SOXX drop was on real fundamentals, like the market knows the trade is over. In that case, Citadel stands to get slaughtered if the move continues down. Nobody really knows. Memory seems very questionable, though. I follow $TSM well and that seems merely fairly priced here, not a screamin' buy. $NVDA seems hard today, with all this chatter of competing chips / AI getting so powerful the software moat seems like probable junk in a few years.

@RagingVentures Aug 1

Raging Capital Ventures on X

Any fundamental views on $RH here? I’ve been recently trying on the short as a trade into the $180 level with some success, feels like it has squeezed higher due to de-grossing/de-leveraging. Other building names are very weak with 10-year testing 5%.

@RagingVentures Aug 1 1 click

Raging Capital Ventures on X

Sold my $BILL on this 50%+ run off the lows, and continue to actively trade around core $HUBS and $WDAY positions by regularly writing calls or shorting puts (and sometimes boxing my longs). The volatility has been insane. Sold $ESTC for now. Also, I’m now short a small amount of $ADBE, $NOW, $TEAM, $CXM and $YEXT into July’s de-grossing/de-leveraging squeeze.

@mavix_leon Jul 31 3 clicks

mavix on X

Portfolio July 2026: Toyokumo $4058 Evolution $EVO Centrotec $CEV.HM Leatt $LEAT BioRem $BRM.V Secunet Security Networks $YSN -undisclosed- Shelly Group $SLYG Enogia $ALENO.PA Lindbergh $LDB.MI ErreDue $RDUE -undisclosed- Circle Group $CIRC.MI -undisclosed- https://t.co/GRWGeOhgeH https://t.co/3qWfVW1705

@TimyanBankAlert Jul 31 1 click

Timyan Bank Alert on X

Old Second $OSBC has 'no interest in betting the farm' on M&A | S&P Global Market Intelligence https://t.co/VmbJj1Eure

@TimyanBankAlert Jul 31 1 click

Timyan Bank Alert on X

Bank investors need this. Please don’t go. $CCB $GBFH $FFBB $UBAB $SLBK https://t.co/ibodMsCRRH https://t.co/rmGbDGHcpL

@mavix_leon Jul 31 2 clicks

mavix on X

I just published my Portfolio Update for July '26. It includes: ▫️My current Portfolio & position sizes ▫️Earnings Update about $EVO, $BRM.V, $ALENO.PA, -undisclosed- ▫️Recent news & information about $LEAT, $CIRC.MI, $SLYG, $4058, $EVO Link for the blog in Bio 😊 https://t.co/7eVa84MGbr

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

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.

PRGS $1.9B

Triple S Special Situations Investing Aug 27 3 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

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

SA 2026-08-20

Seabridge Gold: Fairly Valued Now But Big Upside

Seabridge Gold's KSM gold-copper project could re-rate on a joint venture, 2027 feasibility study and infrastructure progress, with gold…

SA $3.3B

Redfern Research Aug 20

NCLH or her grandma Saga?

Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…

NCLH $6.5B

The Oak Bloke Aug 19 13 clicks

PGY 2026-08-19

Pagaya Technologies: A Fast-Growing Industry Disruptor Trading At A P/E Of 6.6x

Pagaya Technologies reported Q2 2026 network volume of $3.54 billion, 19% revenue growth and 99% adjusted net-income growth, while trading…

PGY $1.7B

Akim Guerreiro Aug 19

LWAY · long

Lifeway Foods INC

Lifeway Foods holds 95% market share in kefir, is growing 20% to 35%, and trades at 12 times projected 2027 earnings as its capex cycle…

LWAY $359M

Value Investors Club Jun 3

Here's Why You Should Buy Genius Sports Despite Rising Leverage

Genius Sports guided for $1.005–$1.025 billion of revenue and $285–$295 million of adjusted EBITDA despite higher leverage from the Legend…

GENI $1.6B

Mayank Marwah Aug 31 5 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 $938M

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 $370M

MBI Deep Dives Aug 17 4 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…

MNRO $383M

Triple S Special Situations Investing Aug 17 9 clicks

$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management

DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.

DNOW $2.8B

Yet Another Value Podcast Aug 14 9 clicks

Are Department Stores Finally Shortable?

Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…

M $5.8BKSS $1.9B

Bristlemoon Capital Aug 13 9 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 $727M

The Value Road Aug 11 13 clicks

$UWMC lost $600m hedging a deal they'd already lost

UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.

UWMC $2BTWO $1.3B

Yet Another Value Blog Aug 11 11 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 $902M

Capital Employed Aug 10 9 clicks

Tuesday, September 1, 2026

David Orr on X

David Orr on X

Raging Capital Ventures on X

Raging Capital Ventures on X

mavix on X

Timyan Bank Alert on X

Timyan Bank Alert on X

mavix on X

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