EVC Update
EVC reported a solid second quarter and outlook.
Tuesday, September 1, 2026
From X
BDC on X
Outstanding results from $STLN (formerly $TOI) https://t.co/csecGWhVFe
SG on X
$RILY decent results at first glance https://t.co/pv1rPogLFA
Maj Soueidan on X
Highly likely we’ll soon see some insider purchases at $KRMD - given today’s drop on Q2 earnings. https://t.co/q3GM4y5V4P
Timyan Bank Alert on X
First we destroyed your balance sheet and earnings power, now we'll help you sell your bank. $HBNC $FNWD et al FHN Financial Securities debuts financial institutions investment banking group | S&P Global Market Intelligence https://t.co/UbvA43Sqv6
Ian Bezek on X
@MoodyWriter13 Agreed, good quarter, excellent longer-term trajectory. Very happy to have a chunky position here. $INTR
marginofdanger on X
$MAPS reports later today https://t.co/dMmI5zzsgv
Ian Bezek on X
@Tintincapital @29374736ahshsv @flippyfloppy52 @smurfkonto1 Ha, no worries. There were some real concerns around resource nationalism in Chile recently, especially with $SQM so that's understandable.
Fierce_beast on X
Have made some big mistakes in my short book YTD, but at least this one has worked. Gives me hope that sometimes i do make the right decisions. Maybe will give a little eulogy to all the mistakes i made at the end of the year, there are many :) I continue to be short $ANGI https://t.co/qRQ55uNb0c
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $133M082920 $999M
- Protean Funds July 2026 DVYSR $106MEVGGF $17B
- Royce Investment Partners year-to-date period ended 6/30/26 AAP $2.6BAGO $3.3B
- Protean Funds June 2026 CINT $224MIDDWF $9.5B
- Alluvial Capital Management Second Quarter 2026 ZEG $5BDGXX $372M
- Hayden Capital Q2 2026 AMZN $2.8TGOOGL $4.2T
- Intrepid Capital 2Q26 GOOGL $4.2T
- Polaris Capital Management Second Quarter 2026 ENI $81BHDIH
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Prakhar Agarwal, CFA 1 clickPublications we follow
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A Capital
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catechwilliams
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Clark Square Capital
Cluseau Investments
Connor Haley
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DOMO Capital Management, LLC
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Farmer
Fierce_beast
Fred Liu
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Ian Bezek
JabroniCoin.USD
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junkbondinvestor
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marginofdanger
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Mike
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Myles
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Negligible Capital
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Sahil Khetpal
SG
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Timyan Bank Alert
ToffCap
Trevor Scott
Voss Capital
Yaron Naymark
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