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Tuesday, September 1, 2026

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EVC Update

EVC reported a solid second quarter and outlook.

EVC $727M
Nat Stewart - Stock Picking Newsletter 15 clicks

From X

@ActAccordingly 1 click

PAA Research on X

Big gap higher pre-mkt for $W. Furniture names in general have been ripping the past 3-months. QUIETLY. 4+ years of brutal housing market headwinds and these businesses have been grinding away, generating cash, buying back stock, preserving margins. Easy comps + the potential of an upturn in housing velocity make it a good recipe for longs with valuations that remain notably cheap relative to mid-cycle EBITDA. Look at some of these 3-month returns: $BOBS: 64.8% $W: 35.8% $BSET: 34.1% $WSM: 33.2% $HOFT: 21.4% $LZB: 18.5% $ETD 12.2% There's plenty of juice in the group with a sustained upturn in home furnishings spend after the post-COVID19 crash. $WSM is on our Buyback Outliers list. I own $BSET, $ETD, $BBBY
@BlueDuckCap 1 click

BDC on X

Very constructive development here w/ $STIM. We have both the largest shareholder and a major activist investor demonstrating full confidence in the balance sheet and new management. We think the new CFO has helped here and credit to Dan Reuvers for taking the CEO role at a tricky time but demonstrating a solid turnaround plan that has obviously has the backing of shareholders. For too long this business has under-punched its weight which is why activism became a reality in the first place. Clearly the new management has things pointed in a more exciting direction. At the same time, shareholder board nominations will ensure that the new direction remains one intent on maximizing equity value.

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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 6 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 $351M
Value Investors Club

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 13 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 $422M
Triple S Special Situations Investing 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 13 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 9 clicks

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