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
Broken Moats on X
Why is $GTLB up ah? Expense dollar growth far outstripped revenue dollar growth? and 117 NR at this valuation is not impressive, let alone the 50% increase in SBC yoy.....
Broken Moats on X
$QXO finally in my valuation zone, acquired shares this afternoon. Rates present a challenge, soft commodities surging and geopolitical could further stress inflation/yields but you usually do not get deal when everything is firing on all cylinders
SG on X
@Zerosumgame33 Manav calling $CLMT $DAR $ADM $BG "peers" is crazy to me. Other than all touching ag, they are very different businesses with very different drivers.
BDC on X
$GPRO acquired at $1.14. Was a $98. Founder lead with super voting rights. Woodman's hubris lost him billions. @evanspiegel don't make the same mistake. $snap
Chris Camillo on X
Take-Two Interactive, $TTWO, trades weeklies around GTA 6 news and debates the benchmark for the game’s success.
Timyan Bank Alert on X
Krista continues to do things that benefit all $WCCB constituents. https://t.co/SfnvY46NVh
Maj Soueidan on X
XBP’s failed post-merger integration leaves its turnaround dependent on contract wins, asset sales and cost cuts overcoming a heavy debt burden.
Investor Letters
All letters- Palm Harbour Capital July 2026 082920 $820MVVVNF $1.6B
- Protean Funds July 2026 EVGGF $15BNVO $172B
- Royce Investment Partners Year-to-date period ended 6/30/26 AAP $2.5BAGO $3.1B
- Protean Funds June 2026 IDDWF $9.9BSKSBF $11B
- Alluvial Capital Management Second Quarter 2026 ZEG $5.2BDIG $448M
- Hayden Capital Q2 2026 AMZN $2.7TGOOGL $4.3T
- Intrepid Capital 2Q26 GOOGL $4.3T
- Polaris Capital Management Second Quarter 2026 ENI $88BIX $39B
[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…
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…
Mayank Marwah 5 clicks
Veeva 2Q’26: “SaaSpocalypse” Cancelled
Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached…
Microsoft ($MSFT) - Deep Dive
Microsoft’s AI data-center buildout lifted annual CapEx from $5.5 billion in FY2014 to $115.9 billion in FY2026, resetting free-cash-flow…
BE 2026-08-29 Bloom Energy: 5 Links That Cannot Break
Bloom Energy’s 80x forward earnings valuation relies on concentrated megaprojects, sustained AI data-center power demand and continued…
Valuation Rewind 3 clicks
Meta Buys Away its Distraction at Minimal Cost
Meta’s $18 billion teen-addiction settlement makes $5.3 billion contingent on YouTube and TikTok adopting matching restrictions, while…
MU 2026-08-28 SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)
SK Hynix posted record quarterly revenue of 79.32 trillion won and a 76% operating margin, while trading below Micron on forward sales and…
Prakhar Agarwal, CFA 4 clicks
Making sense of Sandisk’s long-term financial model
Sandisk’s FY28-FY30 model relies on long-term NAND agreements holding near-80% gross-margin floors despite pricing 26-28% below current…
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…
COCO · short Vita Coco Company INC
Vita Coco, COCO, is pitched short after a 45% monthly rally, arguing investors are overextrapolating coconut water category growth.
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…
Will Hubspot go the way of the Dodo?
HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…
AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco…
$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 $32 per share driven by cash flow and rerating.
The AI Compute Squeeze
CoreWeave and Nebius cite AI compute shortages and higher-priced GPU renewals, but older-chip utilization and depreciation vary across…
Are Department Stores Finally Shortable?
Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…
Why I am going to utilize options more to manage my portfolio
Options strategies will manage portfolio risk after Meta, Alphabet and Amazon calls drove gains, while Lululemon LEAPs produced an 80% loss.
[scuttleslops] ZTS, APO, FISV, TTD, RELY
Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)
Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…
Publications we follow
Every publication on this site, hand-picked.
Newsletters 108
- 310 Value’s Newsletter
- Absurdly Cheap Stocks
- Altay Capital - Mostly Value Investing
- AmsterdamStocks
- Aurelion Research
- Base Hit Investing
- Bearhold Research
- Bearstone
- Behind the Balance Sheet
- Best Anchor Stocks
- Bilbel's Substack
- Bison Insights
- Brevarthan Research
- Bristlemoon Capital
- Byron Street Research
- Calvin Blissett
- Cannibal Stocks
- Capital Employed
- Capitalist Letters
- Cassandra Unchained
- Chipstrat
- Citrini Research
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- CV's Substack
- D Invests
- Daniel Romero
- Deep Value Insights
- Dismissed & Asset-Backed
- Doomberg
- Eagle Point Capital
- Easy Value
- Emerging Moats Research
- Exploring with Alluvial Capital
- Fabricated Knowledge
- First Strike Research
- Flyover Stocks
- Global Outperformers
- Glocal Investor
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- Healthy Stock Picks
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- Hidden Gems Investing
- Hidden Rock Capital's Newsletter
- Ian’s Insider Corner
- Iggy on Investing Newsletter
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- Jimmy's Journal
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- Kairos Research
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- Key Context by Tae Kim
- Latticework by MOI Global
- Lewistown Capital
- Librarian Capital's Research Library
- Maius Partners
- MBI Deep Dives
- Mispriced Assets
- Modern Value Investing
- Monte Independent Investment Research
- Multibagger Monitor
- Nat Stewart - Stock Picking Newsletter
- Net Interest
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- Nugget Capital Partner's Substack
- Obscure Stocks
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- Underlying Value
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- Vik's Newsletter
- WHAT ARE WE DOING? “Contrarians At The Gate”
- XIX Value
- Yet Another Value Blog
Blogs 17
- Asian Century Stocks
- Atrium Research - Equity Research
- Bireme Capital - Investor Letters
- Cestrian Capital Research
- Choice Equities Capital Management
- Clark Street Value
- Crossroads Capital | Research-driven, Value-centric
- Hunterbrook
- Kerrisdale Capital
- NoNameStocks
- Raging Capital
- Research - Alta Fox Capital
- Speedwell Research
- Stratechery by Ben Thompson – On the business, strategy, and impact of technology.
- The Technology Letter
- Undervalued Shares
- Value Investors Club
Seeking Alpha 52 of 238
Albert Anthony
Andres Veurink
Bay Area Ideas
Blake Winiecki
Capital Connoisseur
David Zanoni
Deep Value Investing
Dhierin Bechai
Dilantha De Silva
Elliott Gue
Equity Eagle
Eudaemon Research
Fernanda Galvez Jalil
Henrik Alex
High Alpha Professor
Investor Overview
IWA Research
Jaden Mealy
Julia Ostian
Khaveen Investments
Kurt Christensen
LL Insights
Long Player
Marc Gerstein
Melissa Tucker
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez
Petri Dish Reports
Philip Wang- Prakhar Agarwal, CFA
PV Research
Quantryon Capital
Robert J. Lake
Ron Ferrie
Sam Mancini
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
Sorrento Research
Stephen Ayers
Steven Fiorillo
The Alpha Analyst
The Asian Investor
The Bullionaire
The Curious Analyst
The J Thesis
The Supercycle Investor
The Undercovered Dozen
Tim Travis
Value Capital Research
Vishal Jadaun
X accounts we follow
Every account on this site, hand-picked.
⚽️📡
💥PETITION💥
A Capital
absreturnchaser
Adam D. Wyden
Alpha Vulture
AltayCap
Asif Suria
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Brian McGough
Broken Moats
BuccoCapital Bloke
Calvin Blissett
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
PAA Research
Paradis
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital- RiverRoadPartners
Rusholme Capital
Sahil Khetpal
Serenity
SG
Sheel Mohnot
SouthernValue
Steve Eisman
The Friendly Bear
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
- 1851 Capital
- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpine Capital Research
- Alpinum Investment Management AG
- Andrew Hill Investment Advisors
- Andvari Associates
- Angel Oak Capital Advisors
- Ariel Investments
- Aristotle Funds
- Artisan Partners
- Askeladden Capital
- Asset Value Investors Ltd
- Auxier Asset Management
- Azvalor Asset Management
- Baird Equity Asset Management
- Baron Funds
- Berkshire Hathaway
- Biglari Holdings
- Bireme Capital
- BlackRock
- Blue Tower Asset Management
- Brasada Capital
- Bretton Fund
- Brighton Jones
- Bristlemoon Capital
- Broadleaf Partners
- Broyhill Asset Management
- ByteTree
- Cambiar Investors
- Cantor Fitzgerald Asset Management
- Cedar Creek Partners
- Cedar Grove Capital Management
- Chautauqua Capital Management
- Chilton Capital Management
- Choice Equities
- Claret Asset Management
- Comus Investment
- Conestoga Capital Advisors
- Confluence Investment Management
- CrossingBridge Advisors
- Crossroads Capital, LLC
- Curreen Capital
- Davenport Asset Management
- Davis Advisors Global ADR
- Davis Advisors Large Cap Value
- Davis Opportunity Fund
- Davis Real Estate Fund
- Diranko Capital
- Distillate Capital
- Dodge & Cox Stock Fund
- DoubleLine
- East 72
- Easterly Asset Management
- EdgePoint Wealth Management
- Evolve Private Wealth
- FPA Crescent Fund
- Fairlight Capital
- Fairtree Asset Management
- Fenimore Asset Management
- 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
- GreensKeeper Asset Management
- Greenwood Gearhart
- Grey Owl Capital Management
- Guinness Global Investors
- Halvio Capital
- Harding Loevner
- Harry Qelm Baabsman
- Hayden Capital
- Heartland Advisors
- Highwood Value Partners
- Hinde Group
- Hoisington Investment Management
- Hood River Capital Management
- Horizon Kinetics
- Hosking Partners
- Infuse Asset Management
- Intrepid Capital
- Invenomic Capital Management
- JM Finn
- Janus Henderson Investors
- Jemekk Capital Management
- Kathmandu Capital
- Kaydan Wealth Management
- Kennedy Capital Management
- Kernow Asset Management
- Kingdom Capital Advisors
- LVS Advisory
- Langdon Equity Partners
- Lansing Street Advisors
- Latitude Investment Management
- Laughing Water Capital
- Leonard Rickey Investment Advisors
- 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
- Next Century Growth Investors
- Night Watch Investment Management
- Nightview Capital
- Nixon Capital
- North Sky Capital
- 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
- Rowan Street Capital
- Royce Investment Partners
- Saga Partners
- SaltLight Capital
- Sequoia Fund
- Shelton Capital Management
- Smead Capital Management
- Sound Shore Management
- Southeastern Asset Management
- SouthernSun Asset Management
- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
- Sustainable Growth Advisers
- TIFF Investment Management
- The London Company
- Third Avenue Management
- Troy Asset Management
- Tweedy, Browne
- 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.
