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

@leevalueroach Aug 11

Lee Roach on X

Entravision $EVC has $870 million market cap here. $944 million enterprise value. Ad-Tech based on guide will do around $160mm EBITDA. Media worth $300mm based on comps. Call option on $500mm of spectrum. Say spectrum is worth zero. Back out of media and you are buying this for 4.0x and no value to spectrum. Market saying big customer goes away completely here. I think that’s wrong.

@marginofdanger Aug 11 1 click

marginofdanger on X

$BWEL has been the most aggressive in years on its share buybacks since the last reported financials (6/30/25). While not as significant as I would like, the increased pace of buyback is probably a good sign for FY26 results. https://t.co/tQmmswZS0P

@majgeoinvesting Aug 11

Maj Soueidan on X

$BWEN .. eh...Sales and backlog momo are strong, but still losses. Only watching to see if Co. can reverse a long history of losses, now that it has sold off its volatile wind power assets to $IESC to focus on its power generation equipment & supply chain segments. Interestingly, supply chain segment EBITDA margins were 19%, even though consolidated EBTIDA margins were 6.4%. Stock might actually rip on this KPI. Not quite sure. Do your own homework. Source: @InfoArbMonitor

@TheBenSchmark Aug 11

JabroniCoin.USD on X

UBS initiates $CENX conservatively: $60 at 4x EV/EBITDA > Oklahoma & shareholder return catalysts > best leverage to US MWP > Oklahoma and datacenter not priced in > 4x below normalized mid cycle https://t.co/MiKQD9rlFV

@stockgutter Aug 11

SG on X

@DeItaone from the low base rate, this would significantly expand $DJT revenue

@leevalueroach Aug 11

Lee Roach on X

Here is my update on $EVC after Q2 earnings. Just sent out to all subs. Happy to hear any thoughts. https://t.co/TmdiUzv4my

@stockgutter Aug 11

SG on X

Not in $OGI at the moment but this was a good report. Congrats to those who held. cc @danreaven https://t.co/Nvtr15omhI

@stockgutter Aug 11

SG on X

$RILY gapping up this morning on favorable earnings report from $BW. BRC Holdings owns 27.6m shares of Babcock and Wilcox. https://t.co/SN5tDEz3T5

[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

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

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.

DOMO $177MPRGS $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

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

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 $758M

Equity Eagle Aug 31 2 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…

SSP $292MMNRO $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…

KSS $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

Lee Roach on X

marginofdanger on X

Maj Soueidan on X

JabroniCoin.USD on X

SG on X

Lee Roach on X

SG on X

SG on X

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