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

@cfrischer1 Jun 8

Charles Frischer on X

$NN No matter how many times the opposition states there will be interference, the real world testing is not indicating any interference is happening. Squeaky wheels sometime get greased in DC. The opposition seems to be looking for some grease from their contrary stance.

@cfrischer1 Jun 8

Charles Frischer on X

$NN Technical matters in regard to spectrum, like interference, should be resolved by FCC engineers. These engineers have decades of knowledge and experience. In this clip, every speaker agreed the appropriations committee was out of line and was not the correct forum. https://t.co/TwvTZj1kr0

@cfrischer1 Jun 8

Charles Frischer on X

$NN Opposition to NN's modernization of the 900 MHz band wasn't convincing FCC engineers of non-existent interference. They then tried to gum of the works by adding language in an amendment of the appropriations committee.

@cfrischer1 Jun 8

Charles Frischer on X

$NN Interference is the primary criticism of the NN proposal to modernize the 900 MHz band. In this clip from last week's Congressional testimony, the CEO carefully describes how no interference is being reported in their extensive test zone. https://t.co/xgZV0iXCGe

@cfrischer1 Jun 8

Charles Frischer on X

$NN Mariam was poised, knowledgeable and well spoken. In this attached clip, Mariam states no interference has been reported in all the years of testing. The opposition doesn't have any specific examples of interference. https://t.co/ySdZeVAWjc

@cfrischer1 Jun 8

Charles Frischer on X

$NN I have been approached by folks about last weeks Congressional hearing. I watched the entire hearing and spoke to well informed participants. The opinion is that the hearing went exactly as hoped. This was not a political debate in which a candidate tries to land a punch.

@LaughingH20Cap Jun 5 1 click

Laughing Water Capital on X

@darkstarsats @dylan_ascencios @dan_tmt and why would anyone have to retool antennas or receivers when almost all (but not all) Part 15 are center tuned to 915, which $NN doesn't want. Why are 10 Mhz around 915 not enough when EU and China do it with 5 or 6 MHz?

@LaughingH20Cap Jun 5 1 click

Laughing Water Capital on X

@dylan_ascencios @darkstarsats @dan_tmt @darkstarsats ty for the work you have done on $NN. Do you have a view on why 907-918 MHz is not enough for Part 15 when Europe and China allocate ~half as much for similar devices and don't have any problems? Note that most Part 15 devices are center tuned to 915. TYIA

[WAY – Waystar] Healthcare is a very complicated invoice

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scuttleblurb Aug 31 5 clicks

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

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Mayank Marwah Aug 31 5 clicks

Late August 2026 Random Ramblings

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Yet Another Value Podcast Aug 27 13 clicks

The Verra Sneerer (NASDAQ:VRRM)

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The Oak Bloke Aug 27 6 clicks

BHVN 2026-08-27

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Edmund Ingham Aug 27 1 click

Domo (Arigato), for this potential multi-bagger options trade

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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

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scuttleblurb Aug 20 17 clicks

Aloe Aloe Aloe what 'ave VERRA then?

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SA 2026-08-20

Seabridge Gold: Fairly Valued Now But Big Upside

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Redfern Research Aug 20

LWAY · long

Lifeway Foods INC

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Value Investors Club Jun 3

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Equity Eagle Aug 31 2 clicks

Jumia

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Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge

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Stock Trade Compilation Diez

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

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Entravision Q2 Notes

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The Value Road Aug 11 13 clicks

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

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Yet Another Value Blog Aug 11 11 clicks

40 Stock Pitches (3rd-9th August)

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Capital Employed Aug 10 9 clicks

Tuesday, September 1, 2026

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Laughing Water Capital on X

Laughing Water Capital on X

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