Tuesday, September 1, 2026

EVC Update

EVC reported a solid second quarter and outlook.

EVC $782M

Nat Stewart - Stock Picking Newsletter Sep 1 22 clicks

Sep 1 LMB $492M

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

Yet Another Value Podcast 15 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 18 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 6 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

NCNO · long

Ncino INC

NCino is a commercial-lending system of record for banks and credit unions, trading at roughly 3x enterprise value to sales.

NCNO $2.4B

Value Investors Club Jun 1 5 clicks

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…

WBI $1.8B

310 Value’s Newsletter Oct 21 2 clicks

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…

FICO $25B

Bristlemoon Capital Sep 11

Braemar Hotels & Resort: Gross Asset Management Contract, Initiated Sales Process

Braemar Hotels & Resorts initiated a sales process and faces a gross asset management contract.

BHR $128M

Clark Street Value Sep 5 3 clicks

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…

MELI $101B

Bristlemoon Capital Sep 5

180 Degree Capital: Merger w/ Mount Logan Capital, Tender Offer, Questions Remain

180 Degree Capital plans to merge with Mount Logan Capital and launch a tender offer, leaving open questions around the transaction.

TURN delisted

Clark Street Value Sep 4 2 clicks

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.

AMPG $102M

Multibagger Monitor Aug 28 10 clicks

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…

CYD $1.4B

Maius Partners Aug 26 2 clicks

Monster in the Middle: Unpacking the High-Stakes Buyout Battle

Energy Monster’s $1.25-per-ADS management buyout faces Hillhouse Capital’s fully funded $1.77 competing offer, turning the Chinese…

EM delisted

Maius Partners Aug 21 3 clicks

Mural Oncology: Update

Mural Oncology update.

MURA delisted

Clark Street Value Aug 12 3 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

Ncino INC

Drilling Down on Disposal: Parallels Between Produced Water and Municipal Waste Disposal

Fair Isaac Corporation (FICO) – Pricing Power Impaired?

Braemar Hotels & Resort: Gross Asset Management Contract, Initiated Sales Process

Bristlemoon Capital on Business Breakdowns – MercadoLibre (MELI)

180 Degree Capital: Merger w/ Mount Logan Capital, Tender Offer, Questions Remain

Product-Market Fit in 5G ORAN Radios... Equity Market Rerate to Come? ($AMPG)

The Announcement That Changes Everything

Monster in the Middle: Unpacking the High-Stakes Buyout Battle

Mural Oncology: Update

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