EVC Update
EVC reported a solid second quarter and outlook.
Tuesday, September 1, 2026
Back to today 
From X
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
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
SG on X
@valuedrift $LODE
Maj Soueidan on X
@SebKrog . @pernasresearch knows $CEPL well.
Mike on X
@HiddenGemsInves Probably $ESP
Clark Square Capital on X
Any news on $MAPS? Stock up ~10%
Maj Soueidan on X
CuriosityStream’s CEO has timed several open-market purchases well, including 91,000 shares at $1.06 in May 2024; CURI’s dividend yield is 13%.
Mike on X
Any reason for $SIF selloff? Seems like an interesting dip if just someone blowing out. I thought the quarter was good!
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $167M082920 $938M
- Protean Funds July 2026 DVYSR $86MTRUE-B $584M
- Royce Investment Partners year-to-date period ended 6/30/26 ANDG $979M
- Protean Funds June 2026 TRUE-B $584MVIVA $349M
- Alluvial Capital Management Second Quarter 2026 DGXX $435MDIG $459M
- Greenhaven Road Capital second quarter BUR $857MCODI $843M
- First Eagle Investments second quarter 2026 LXU $726MOIS $499M
- Ariel Investments Quarter Ended June 30, 2026 CLB $477M
Shattuck Labs: A Receptor-Side Bet On The TL1A Boom
Shattuck Labs pivots to DR3-targeted IBD therapy SL-325, funded through a Phase 2b readout as it competes with anti-TL1A drugs.
Equity Eagle 
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…
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
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 
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…
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…
Entravision Q2 Notes
Entravision’s ATS revenue rose 230% to $182.8 million in Q2, but shares fell from above $14 to about $8 after management forecast…
AIRS · long Airsculpt Technolo INC
AirSculpt (AIRS) operates roughly 30 centers offering premium self-pay body contouring, fat removal, fat transfer and skin-tightening…
Braemar Hotels & Resort: Gross Asset Management Contract, Initiated Sales Process
Braemar Hotels & Resorts initiated a sales process and faces a gross asset management contract.
Net Lease Office Properties: Office Basket, REIT Spin/Liquidation
Net Lease Office Properties is a REIT office basket pursuing a spin-off and liquidation.
GCI Liberty: Cheap, Tax Asset, Malone Fatigue?
GCI Liberty trades cheaply, holds tax assets, and faces investor fatigue with John Malone.
Golden Dome, Quantum, Next-Gen GPS, Oh My... ($FEIM)
Frequency Electronics ($FEIM) trades at its lowest EV/EBITDA multiple since 2016 despite satellite-timing exposure to Golden Dome spending…
Hallador's "Beautiful, Clean Coal": Near Term Catalyst w/ 200% Upside ($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…
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…
Unpacking eDreams' Capital Markets Day
EDreams nears 7.25 million Prime members and €180 million of Cash EBITDA, marking its shift from an online travel agency to a…
The Strategic Value of eDreams
EDreams’ Prime travel subscription model makes the €3.6 billion European OTA a potential Uber, Airbnb or Amazon acquisition target.
Nvidia, Nano-X and the interpretation of 13F filings
Nvidia’s $380,000 Nano-X stake came from Zebra Medical Vision’s acquisition and is managed by another reporting person, undermining the 50%…
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Connor Haley
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Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
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JabroniCoin.USD
John_Hempton
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Negligible Capital
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SG
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Timyan Bank Alert
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Voss Capital
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Investor letters we follow
- 1 Main Capital
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- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
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- Alpinum Investment Management AG
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- ByteTree
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- Chilton Capital Management
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- Claret Asset Management
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- CrossingBridge Advisors
- Crossroads Capital, LLC
- Curreen Capital
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- Davis Opportunity Fund
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- FPA Crescent Fund
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- Fairtree Asset Management
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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
- Giverny Capital
- GoodHaven Capital Management
- Grandeur Peak Global Advisors
- GreenWood Investors
- Greenhaven Road Capital
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- Greenwood Gearhart
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- Guinness Global Investors
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- Kennedy Capital Management
- Kernow Asset Management
- Kingdom Capital Advisors
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- Langdon Equity Partners
- Lansing Street Advisors
- Latitude Investment Management
- Laughing Water Capital
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- Lindsell Train Limited
- Long Cast Advisers
- Lyrical Asset Management
- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
- Marram Investment Management
- Massif Capital
- Matrix Asset Advisors
- Matthews Asia
- McIntyre Partnerships
- Merion Road Capital
- Miller Value Partners
- Moon Capital Management
- Muhlenkamp & Company
- Myrmikan Capital, LLC
- Nelnet
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- Nixon Capital
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- O'Keefe Stevens Advisory
- Oakmark Funds
- Oldfield Partners
- Ophir Asset Management
- Optimist Fund
- Orange Investment Advisors
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Pittenger & Anderson
- 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
- RGA Investment Advisors
- Regency Wealth Management
- Rewey Asset Management
- Right Tail Capital
- RiverPark Funds
- Riverwater Partners
- Robinson Capital Management
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- Saga Partners
- SaltLight Capital
- Sequoia Fund
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- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
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- TIFF Investment Management
- The London Company
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- Troy Asset Management
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- Upslope Capital Management
- Vision Capital Fund
- Vltava Fund
- Vulcan Value Partners
- Warden Capital
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
