Tuesday, September 1, 2026

EVC Update

EVC reported a solid second quarter and outlook.

EVC $666M

Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks

Sep 1 LMB $572M

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

Yet Another Value Podcast 9 clicks

Sep 1 GPRO $275M

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

Yet Another Value Blog 4 clicks

From X

@LittleOwlRes Apr 21

Little Owl Research on X

Fantastic report. Huge value proposition for POS originators, very scalable. RBDT could become a meaningful part of the business (cherry on top), but its comparatively more difficult to underwrite. I’m happy to hold my shares just for the RPP growth potential. Long $VBNK https://t.co/8DuwRpY8gt

@eriksen_tim Apr 18 2 clicks

Tim Eriksen on X

Cedar Creek Partners Q1 letter released. Fund was up 6.8% in Q1, net of fees and expenses. $SODI $ENDI $EXCE $PHIF $HRBR $STLE $SLBK $RVRF https://t.co/d794sYsHAT

@Fierce__beast Apr 14 1 click

Fierce_beast on X

$RENT is a timely example of point #3: Stock up 25% in the morning on a strong beat in 4Q, little analyst coverage. The stock now is down 15%, that is a 40% move. I shorted a bit more at some point today when it was still up 10% or so. The fundamentals, the quality of its revenue growth is worsening and outlook is bad. The company needs to spend a significant amount on inventory, a hidden cost not on the income statement but rather depreciates through COGS overtime instead and is not even visible in any given quarter as a large loss. If they don't replenish inventory, customer satisfaction will likely deteriorate. They are planning to spend less on inventory and yet they are still guiding to margin deterioration in 2026.

@mavix_leon Apr 9 2 clicks

mavix on X

Evolution $EVO moves to add Playtech $PTEC as defendent in ongoing US defamation lawsuit. Evolution filed with the court accusing Playtech of orchestrating this smear campaign against Evolution in an effort to eliminate competition in the North American marketplace. Today’s filing also accuses Playtech of trade libel, fraud and racketeering, as well as withholding information about its conduct from shareholders despite Playtech CEO Mor Weizer’s active participation in the preparation and dissemination of the defamatory report.

@eriksen_tim Apr 4 1 click

Tim Eriksen on X

ECIP recipient, Citizens Bancshares $CZBS announces $4 million repurchase program. About 5% of market cap. https://t.co/cXfWhyXnSF

@catechwilliams Apr 1 1 click

catechwilliams on X

@TaylorStCap $MRLN Investor presentations, company filings and public statements clearly represent that they are trying to develop pilotless technology (see intro slide of their IR deck below). Regardless I believe drone technology and auto-pilot assist systems have existed for many years. https://t.co/aCvg9KFLhP

@catechwilliams Apr 1 1 click

catechwilliams on X

$MRLN. Recent SPAC. Development-stage science project attempting to make autonomous airplanes. Even if they ever get FAA approval, it will take a brave sole to get in a plane with no pilot and/or send high value cargo. Many existing autopilot competitors. Burning $70M/ year.

@Seawolfcap Mar 17 2 clicks

Porter Collins on X

@CorneliaLake 100% probability Geck rules against $SOC. It's going to be funny to watch

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.

STTK $656M

Equity Eagle Sep 1

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…

CCOI $377M

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 $458M

The Oak Bloke Aug 27 6 clicks

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 $167M

Triple S Special Situations Investing Aug 27 3 clicks

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…

FUFU $233M

Dorine Cherop Aug 27

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 $458M

The Oak Bloke Aug 20 13 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 $898M

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 $386M

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…

SSP $242MMNRO $437M

Triple S Special Situations Investing Aug 17 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 $666M

The Value Road Aug 11 13 clicks

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 $320M

Value Investors Club Jun 3

Verastem: A Rare-Disease Launch Is Financing A KRAS G12D Platform

Verastem's AVMAPKI FAKZYNJA generated $43.7 million of H1 2026 revenue, funding its KRAS G12D oncology pipeline ahead of an October VS-7375…

VSTM $741M

Equity Eagle Aug 31 2 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 $855M

Capital Employed Aug 10 9 clicks

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…

SLNG $93M

The Monetary Matters Network Aug 7 9 clicks

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.

BUKS $258M

The Value Road Aug 6 8 clicks

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…

DEC $959M

The Oak Bloke Aug 6 7 clicks

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…

CUB $285M

Triple S Special Situations Investing Aug 3 7 clicks

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.

CTXXF $52M

Wolf's Substack Jul 31 2 clicks

[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…

OTCM $650M

scuttleblurb Jul 31 3 clicks

This Stock Just Got Cheaper on Better Numbers

A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5%…

RGR $675M

The Value Road Jul 30 4 clicks

Tuesday, September 1, 2026

Little Owl Research on X

Tim Eriksen on X

Fierce_beast on X

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Tim Eriksen on X

catechwilliams on X

catechwilliams on X

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