Tuesday, September 1, 2026

EVC Update

EVC reported a solid second quarter and outlook.

EVC $782M

Nat Stewart - Stock Picking Newsletter Sep 1 21 clicks

Sep 1 LMB $492M

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

Yet Another Value Podcast 13 clicks

Sep 1 AMZN $2.8T

The Bid Shading Threat to Amazon Advertising

MBI Deep Dives 13 clicks

From X

@TimyanBankAlert Sep 1 2 clicks

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

@TimyanBankAlert Sep 1 1 click

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

@stockgutter Sep 1 1 click

SG on X

$OJ orange juice futs talk about a coiled chart...if this breaks 160 it could skyrocket. https://t.co/csNuI9xdEi

@stockgutter Sep 1 2 clicks

SG on X

@valuedrift $LODE

@stockgutter Sep 1 2 clicks

SG on X

I think the market is correct to sell $DBGI (note: I have np rn). The same thing that will make it cash-flow positive will dilute the hell out of shareholders: it is paying license fees in shares. While the company has already delivered those shares, it has "make whole" obligations requiring DBGI to restore the consideration to fair value if (when) shares decline. Right now that liability exceeds its market capitalization, and it also has debt coming due.

@majgeoinvesting Sep 1 2 clicks

Maj Soueidan on X

@SebKrog . @pernasresearch knows $CEPL well.

@BrokenMoats Sep 1 2 clicks

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.....

@eriksen_tim Sep 1 2 clicks

Tim Eriksen on X

Brief follow up to the $PGNT dumpster fire: During the 2025 proxy campaign Sham (it's all in the name) stated his slate would work to separate CEO and Chairman roles. After winning they worked to do ... the exact opposite. I'm shocked (sarcasm)! But the board is allowing him to do a creeping takeover, which is considered a breach of fiduciary duties, so they do have that going for them (yes, more sarcasm). From 3/18/2025 press release:

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…

GPRO $256M

Yet Another Value Blog Sep 1 12 clicks

CLF 2026-09-01

Cleveland-Cliffs: 2027 Could Be A Very Big Year

CLF $7B

The Bullionaire Sep 1 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…

WAY $5B

scuttleblurb Aug 31 15 clicks

Emerge Commerce ($ECOM.V) FINS Review

Emerge Commerce's $44 million COVID-era acquisitions produced losses and impairments, while modestly improved Q2 liquidity leaves its…

EMCMF $9.7M

Wolf's Substack Aug 30 18 clicks

FTRE 2026-08-30

Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue

FTRE $1.8B

Manimala Misra Aug 30 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…

VEEV $46B

MBI Deep Dives Aug 29 17 clicks

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…

MSFT $3.8T

Bearhold Research Aug 29 18 clicks

BE 2026-08-29

Bloom Energy: 5 Links That Cannot Break

BE $64B

Valuation Rewind Aug 29 5 clicks

NTG Clarity Networks ($NCI.V) FINS Review

NTG Clarity’s $18.6M of Q2 service revenue sat in contract assets, while $4.6M cash burn cut cash to $2.85M and raises liquidity concerns.

NYWKF $17M

Wolf's Substack Aug 28 17 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…

META $1.5TRBLX $29B

MBI Deep Dives Aug 28 15 clicks

Too Many Cooks Spoil The Pot

Baron’s BARAX and BGAFX hold SpaceX at a $1.25 trillion valuation, creating a potential NAV uplift if its IPO prices higher.

SPCX $1.8T

Cluseau Research Jun 3 7 clicks

KRYS · short

Krystal Biotech INC

Krystal Biotech is a profitable commercial-stage biotech with an $8.7 billion enterprise value and one FDA-approved topical gene therapy,…

KRYS $11B

Value Investors Club Jun 3

Investcorp Credit Management BDC: Visiting the Private Credit Garbage Bin

Investcorp Credit Management BDC is framed as a troubled corner of private credit.

ICMB $12M

Clark Street Value Jun 1 3 clicks

[scuttleslops] SPOT, UMG, TXN, SPGI, TRU, ADSK, MTCH, CSGP, DLTR

Spotify and Universal Music Group will offer licensed AI song covers and remixes as a Premium add-on, with artist opt-in and royalty…

SPOT $112B

scuttleblurb Jun 1 3 clicks

The last Bristol Myers' blog post was wrong on the core thesis

Ivonescimab plus chemotherapy extended median overall survival by 4.2 months versus Tevimbra plus chemotherapy in HARMONI-6, challenging…

SMMT $12B

John Hempton's Newsletter May 31 7 clicks

eDreams: Disproving the Bears and Regaining Credibility

EDreams cut FY26 Prime-member guidance to 600,000 after Ryanair blocks, while its subscription model lifted Prime to 7.25 million members…

EDDRF $683M

310 Value’s Newsletter May 30 3 clicks

SBM – capital flight triggers another all-time high

SBM, Monaco’s largest company, reaches another all-time high as capital flows back to Europe and boosts the Principality’s property-heavy…

BMRMF delisted

Undervalued Shares May 29 5 clicks

IAC and MGM update: part 2

IAC’s spin-off model produced outsized wins in Expedia and Ticketmaster alongside costly disappointments in Vimeo, Match, LendingTree and…

IAC delisted

scuttleblurb May 29 2 clicks

A non-consensus thesis: the forthcoming demise of Bristol Myers Squibb.

Bristol Myers Squibb’s bear case centers on patent-cliff revenue losses, debt, and failed drug investment after $28.3 billion of 2019–23…

BMY $137B

John Hempton's Newsletter May 26 8 clicks

Go Stub Yourself

Vistance Networks’ Aurora stub trades at an implied 4.1x EBITDA after $10.5 billion and $1.846 billion asset sales, with DOCSIS 4.0 demand…

COMM delisted

Cluseau Research May 26 5 clicks

Tuesday, September 1, 2026

EVC Update

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

The Bid Shading Threat to Amazon Advertising

From X

Timyan Bank Alert on X

Timyan Bank Alert on X

SG on X

SG on X

SG on X

Maj Soueidan on X

Broken Moats on X

Tim Eriksen on X

Investor Letters

GoPro sold itself at 9:20 AM to get ahead of a meme stock

Cleveland-Cliffs: 2027 Could Be A Very Big Year

[WAY – Waystar] Healthcare is a very complicated invoice

Emerge Commerce ($ECOM.V) FINS Review

Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue

Veeva 2Q’26: “SaaSpocalypse” Cancelled

Microsoft ($MSFT) - Deep Dive

Bloom Energy: 5 Links That Cannot Break

NTG Clarity Networks ($NCI.V) FINS Review

Meta Buys Away its Distraction at Minimal Cost

Too Many Cooks Spoil The Pot

Krystal Biotech INC

Investcorp Credit Management BDC: Visiting the Private Credit Garbage Bin

[scuttleslops] SPOT, UMG, TXN, SPGI, TRU, ADSK, MTCH, CSGP, DLTR

The last Bristol Myers' blog post was wrong on the core thesis

eDreams: Disproving the Bears and Regaining Credibility

SBM – capital flight triggers another all-time high

IAC and MGM update: part 2

A non-consensus thesis: the forthcoming demise of Bristol Myers Squibb.

Go Stub Yourself

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