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
Timyan Bank Alert on X
Stilwell bought 42,700 $PFBX so Chevis bought….a thousand. That’s 41,700 more votes for the Stilwell candidate at next year’s annual meeting in addition to the 10,000 or so he’s bought since the cutoff to the last meeting. https://t.co/nSvCXJQt7W
SG on X
@valuedrift $LODE
Maj Soueidan on X
@SebKrog . @pernasresearch knows $CEPL well.
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.....
Mike on X
@HiddenGemsInves Probably $ESP
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
Maj Soueidan on X
CuriosityStream’s CEO has timed several open-market purchases well, including 91,000 shares at $1.06 in May 2024; CURI’s dividend yield is 13%.
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $174M082920 $820M
- Protean Funds July 2026 DVYSR $86MEVGGF $15B
- 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 $5.2BDGXX $267M
- Hayden Capital Q2 2026 AMZN $2.7TGOOGL $4.3T
- Intrepid Capital 2Q26 GOOGL $4.3T
- Polaris Capital Management Second Quarter 2026 ENI $88BIX $39B
GoPro sold itself at 9:20 AM to get ahead of a meme stock
GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…
Cleveland-Cliffs: 2027 Could Be A Very Big Year
Cleveland-Cliffs' 2027 upside depends on contract resets and Stelco earnings, while management directs free cash flow to deleveraging…
The Bullionaire 1 click
[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…
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…
ANET · long Arista Networks INC
Arista Networks, at about $150 per share, is a $190 billion data-center networking franchise generating $9.7 billion of LTM revenue with…
National Beverage Update
National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.
The Priority Technology Situation
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…
Tis The (Earnings) Season
Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…
Drilling Down on Disposal: Parallels Between Produced Water and Municipal Waste Disposal
WaterBridge and Secure trade at 10–11x 2025 EBITDA despite produced-water disposal economics resembling higher-multiple municipal waste…
Fair Isaac Corporation (FICO) – Pricing Power Impaired?
Fair Isaac raised FICO Score royalties from roughly $0.50–$0.60 in 2022 to $4.95 in 2025, drawing regulatory scrutiny over its…
Braemar Hotels & Resort: Gross Asset Management Contract, Initiated Sales Process
Braemar Hotels & Resorts initiated a sales process and faces a gross asset management contract.
Bristlemoon Capital on Business Breakdowns – MercadoLibre (MELI)
MercadoLibre’s Daniel Wu discusses MELI’s Latin American e-commerce operations, fintech business model, growth opportunities and risks on…
Product-Market Fit in 5G ORAN Radios... Equity Market Rerate to Come? ($AMPG)
Amplitech's bull case rests on $118 million in 5G Open RAN LOIs, 125% projected revenue growth and a 1x EV/sales valuation.
The Announcement That Changes Everything
China Yuchai’s potential MGP IPO could separate its data-center and genset arm, with employee incentives tied to a listing and a proposed…
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- Asian Century Stocks
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Seeking Alpha 52 of 240
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Khaveen Investments
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Petri Dish Reports
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Quantryon Capital
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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
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Every account on this site, hand-picked.
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BDC
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Broken Moats
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Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
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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
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marginofdanger
mavix
Mike
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Myles
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SG
Sheel Mohnot
SouthernValue
Steve Eisman
The Friendly Bear
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
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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
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- Aristotle Funds
- Artisan Partners
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- Auxier Asset Management
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- Baird Equity Asset Management
- Baron Funds
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- Cedar Creek Partners
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- Chilton Capital Management
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- Curreen Capital
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- Forager Funds Management
- Frank Capital Partners
- Fred Alger Management, LLC
- Gabelli Funds
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- GoodHaven Capital Management
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- GreenWood Investors
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- GreensKeeper Asset Management
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- Guinness Global Investors
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- Hayden Capital
- Heartland Advisors
- Highwood Value Partners
- Hinde Group
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- Kingdom Capital Advisors
- LVS Advisory
- Langdon Equity Partners
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- Latitude Investment Management
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- Leonard Rickey Investment Advisors
- Lindsell Train Limited
- Long Cast Advisers
- Lyrical Asset Management
- Mar Vista Investment Partners
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- 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
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- O'Keefe Stevens Advisory
- Oakmark Funds
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- 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
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- Praetorian Capital
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- QuantStreet Capital
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- Regency Wealth Management
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- RiverPark Funds
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- Stone Sentinel Capital
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- Summers Value Partners
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- TIFF Investment Management
- The London Company
- Third Avenue Management
- Troy Asset Management
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- 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.
