EVC Update
EVC reported a solid second quarter and outlook.
Tuesday, September 1, 2026
From X
Charles Frischer on X
$NN I agree with those who say I have been overly optimistic on timing. That said, I have underestimated the value of the NN low band spectrum. This article gives a good idea about potential demand for low band from Elon and SpaceX.
Charles Frischer on X
$NN Given demand from direct to device carriers, we might receive bids from 4 or 5 parties willing to pay a fair price for the NN low band spectrum. These bidders could include big three, Amazon and SpaceX.
Charles Frischer on X
$NN SpaceX looks to compete with the carriers | Semafor https://t.co/yS103EaSSK
Raging Capital Ventures on X
$META’s platform engagement is incredibly robust and healthy with a deep product pipeline. The business is fine. I understand the capex debate, and clearly the biz is today more capital intensive, but I’m sure Zuck will make the right decisions in the end. Weakness is likely a buying opportunity.
Timyan Bank Alert on X
Activist investor prods Washington bank to sell $CSHX https://t.co/XjIjYSAw1Y via @bankingdive
Raging Capital Ventures on X
OpenAI’s CFO Sarah Friar also on a media tour spreading the good cheer… bullish $ORCL https://t.co/oymK8c7nVc
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
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 2 clicks
[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 6 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…
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
Nvidia Climbing the Wall of Worries
Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over…
BHVN 2026-08-27 Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels
Biohaven’s $795 million global opakalim licensing deal with SK Biopharmaceuticals boosts cash, lowers R&D spending and extends its funding…
Edmund Ingham 5 clicks
Domo (Arigato), for this potential multi-bagger options trade
Domo’s $400 million sale to Progress would leave a cash-rich public shell with $900 million of NOLs; January 2028 $5 calls cost 22 cents.
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
Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.
[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.
Big Tech Off-Balance Sheet Concerns
Big Tech’s $3 trillion AI commitments are disclosed and largely long-dated, with nearly 60% of Amazon’s $650 billion commitments falling…
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…
BAC 2026-08-20 Bank of America Preferreds: Better Propositions Available Than Series GG
Bank of America’s BAC.PR.B yields just over 6% near par, while discounted lower-coupon series such as BAC.PR.P offer better value despite…
Prakhar Agarwal, CFA 1 clickPublications we follow
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Newsletters 53
- 310 Value’s Newsletter
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Chris Camillo
Clark Square Capital
Cluseau Investments
Connor Haley
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Farmer
Fierce_beast
Fred Liu
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Ian Bezek
JabroniCoin.USD
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junkbondinvestor
kab60
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Laughing Water Capital
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marginofdanger
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Negligible Capital
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Voss Capital
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