EVC Update
EVC reported a solid second quarter and outlook.
Tuesday, September 1, 2026
From X
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
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
SG on X
$OJ orange juice futs talk about a coiled chart...if this breaks 160 it could skyrocket. https://t.co/csNuI9xdEi
SG on X
@valuedrift $LODE
Maj Soueidan on X
@SebKrog . @pernasresearch knows $CEPL well.
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.....
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $131M082920 $890M
- Protean Funds July 2026 DVYSR $103MEVGGF $17B
- Royce Investment Partners year-to-date period ended 6/30/26 AAP $2.6BAGO $3.3B
- Protean Funds June 2026 CINT $223MIDDWF $9.6B
- Alluvial Capital Management Second Quarter 2026 ZEG $5BDGXX $372M
- Sequoia Fund First Half of 2026
- Hayden Capital Q2 2026 AMZN $2.8TGOOGL $4.1T
- Maran Capital Management second quarter SPCX
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 $1.14…
CLF 2026-09-01 Cleveland-Cliffs: 2027 Could Be A Very Big Year
The Bullionaire 2 clicks FUN 2026-09-01 Six Flags And United Parks: Two Different Answers To The Same Demand Problem
Sanjay Swamy 1 click JPM 2026-09-01 Undercovered Dozen: JPMorgan, Sezzle, Kayne Anderson And More
The Undercovered Dozen 2 clicks
[WAY – Waystar] Healthcare is a very complicated invoice
Waystar sells revenue-cycle software for a US claims process where roughly 18% of submitted claims are initially denied and healthcare…
Emerge Commerce ($ECOM.V) FINS Review
Emerge Commerce's $44 million COVID-era acquisitions produced losses and impairments, while modestly improved Q2 liquidity leaves its…
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 $115.9 billion in FY2026, resetting free-cash-flow…
NTG Clarity Networks ($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.
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…
HPE 2026-08-31 Hewlett Packard Enterprise Q3: Margins Matter More Than AI Orders
Deep Value Investing 3 clicks VSTM 2026-08-31 Verastem: A Rare-Disease Launch Is Financing A KRAS G12D Platform
Equity Eagle 4 clicks PYPL 2026-08-31 PayPal: Stripe Reportedly Walks Away; Here Are 2 Fallback Options
The Asian Investor 6 clicks
The Non-linear Economics of Grocery Delivery Basket
Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…
Walmart’s Evolution
Walmart says Medicare Maximum Fair Price rules will cut FY27 US comps by 125 basis points, while pharmacy margins and prescription volumes…
Instacart’s Unit Economics, and Implications for DoorDash
Instacart’s per-order unit economics provide a benchmark for assessing DoorDash’s LTM profitability and operating model.
CCC Is in the Middle of the Wreckage
CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…
Aloe Aloe Aloe what 'ave VERRA then?
Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…
NCLH or her grandma Saga?
Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…
Exclusive: Walter and TWG Global Likely Can’t Use CVNA for Liquidity. Citi Already Secured It.
TWG Global’s roughly $2 billion Carvana stake is already pledged to Citigroup, limiting Walter and TWG’s ability to use CVNA shares for…
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