EVC Update
EVC reported a solid second quarter and outlook.
Tuesday, September 1, 2026
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From X
Laughing Water Capital on X
Think signal value for $NN is very high here. Ajit Pai, Brendan Carr’s mentor at the FCC, is Pres and CEO of CTIA. Execs from $VZ and $T are chair and vice chair. Unlikely they put Mariam on the board unless $NN future is bright. 💯% Pai knows what is happening behind FCC doors. https://t.co/4Jtm3aiAf9
Porter Collins on X
@JeffreyCherkin Not a bad purchase of $FTAI this time last year < $90! @MelissaLeeCNBC
Laughing Water Capital on X
Sounds like terrestrial GPS is being prioritized $NN https://t.co/EZoHuCydcB
Laughing Water Capital on X
$NN https://t.co/WSPZtvXkj1
Laughing Water Capital on X
Terrestrial backup to GPS is essential. $NN https://t.co/sCRxCPCldm
catechwilliams on X
$HERE: pop toy fad crashing like Beanie Babies. #1 selling product prices plunging 90% during critical holiday period. $HERE revenue and margins will be impacted severely. https://t.co/czXxPRZTZy
Connor Haley on X
@AndrewTakes @taobanker @CGSCapital @Compounding_K @AKWilk 1: NATL ATMs predicted to be more stable/improving than declining. We address this extensively in our report. 2: absolutely when business is growing rapidly on a per share basis. Look at $DBD which trades at a big premium despite growing slower.
Laughing Water Capital on X
In case you had any doubts on the case for terrestrial GPS. $NN https://t.co/js8mXHYTA6
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $141M082920 $947M
- Protean Funds July 2026 DVYSR $104MEVGGF $17B
- Royce Investment Partners year-to-date period ended 6/30/26 AAP $2.7BAGO $3.2B
- Protean Funds June 2026 CINT $224MIDDWF $9.4B
- Alluvial Capital Management Second Quarter 2026 ZEG $4.9BDGXX $406M
- Hayden Capital Q2 2026 AMZN $2.8TGOOGL $4T
- Intrepid Capital 2Q26 GOOGL $4T
- Polaris Capital Management Second Quarter 2026 ENI $84BHDIH
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Cleveland-Cliffs: 2027 Could Be A Very Big Year
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The Bullionaire 2 clicks
[WAY – Waystar] Healthcare is a very complicated invoice
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Mayank Marwah 5 clicks
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Late August 2026 Random Ramblings
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The Verra Sneerer (NASDAQ:VRRM)
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Edmund Ingham 5 clicks
Domo (Arigato), for this potential multi-bagger options trade
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MT 2026-08-27 ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company
ArcelorMittal’s regional steel franchises, integrated mining and India expansion are lifting EBITDA per ton and supporting per-share…
Capital Connoisseur 3 clicks
Nvidia’s Long-Term Margin Question
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[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX
AWS AI campuses cost $40–$45 billion per gigawatt, with Trainium 3 expected to lift compute per megawatt and improve infrastructure returns.
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$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
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Prakhar Agarwal, CFA 1 clickPublications we follow
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Newsletters 53
- 310 Value’s Newsletter
- Altay Capital - Mostly Value Investing
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- Exploring with Alluvial Capital
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A Capital
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Bank Reg Blog
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Bill Ackman
Broken Moats
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catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Connor Haley
David Orr
Deep Sail Capital
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
JabroniCoin.USD
John_Hempton
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kab60
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Laughing Water Capital
Lee Roach
Little Owl Research
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marginofdanger
mavix
Mike
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Multiples Capital
Myles
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Negligible Capital
PAA Research
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Psyop Capital
Raging Capital Ventures
Rusholme Capital
Sahil Khetpal
SG
Tim Eriksen
Timyan Bank Alert
ToffCap
Trevor Scott
Voss Capital
Yaron Naymark
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