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 12 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

FUN 2026-09-01

Six Flags And United Parks: Two Different Answers To The Same Demand Problem

FUN $1.5BPRKS $1.8B

Sanjay Swamy Sep 1 1 click

JPM 2026-09-01

Undercovered Dozen: JPMorgan, Sezzle, Kayne Anderson And More

JPM $946BSEZL $3.8B

The Undercovered Dozen 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

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

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

NVDA 2026-08-28

Nvidia Earnings And The Ecosystem: The 70% Guide, And Everything It Sets In Motion

NVDA $5.4T

Ivana Delevska Aug 28 5 clicks

MU 2026-08-28

SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)

MU $1.1T

Prakhar Agarwal, CFA Aug 28 6 clicks

CMCSA 2026-08-28

After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound

CMCSA $95B

Max Greve Aug 28 3 clicks

Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72

Glenn Schorr and Ken Worthington discuss risks in private-credit software loans, agentic AI at retail brokers, crypto use cases and bank…

SCHW $190BLPLA $29B

Steve Eisman Aug 10 14 clicks

Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability

Figma raised its 2026 revenue growth guide to 39%, but a roughly 1% sequential 3Q outlook and unchanged $125-135 million operating-income…

FIG $15B

MBI Deep Dives Aug 10 10 clicks

Alphabet Inc. ($GOOGL) - Deep Dive

Alphabet's Google Cloud swung from a $3.1 billion operating loss in 2021 to $13.9 billion profit in 2025 as Search revenue grew 13.2%.

GOOGL $4.1T

Bearhold Research Aug 10 11 clicks

[V, MA] The more things change, the more they stay the same

Visa and Mastercard have absorbed digital wallets and BNPL into their networks, using global merchant acceptance to turn supposed…

V $708BMA $509B

scuttleblurb Aug 10 9 clicks

40 Stock Pitches (3rd-9th August)

Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…

NAVI $897M

Capital Employed Aug 10 11 clicks

Shopify 2Q'26: Sustained Miraculous Growth

Shopify sustained 30% FX-neutral GMV growth in 2Q’26, reaching roughly 44% of Amazon’s retail GMV as international, POS and B2B volumes…

SHOP $185B

MBI Deep Dives Aug 8 13 clicks

SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap

Steve Eisman reviews SpaceX earnings, AI capital spending’s drag on free cash flow, Meta’s struggles, and the collapse of Situational…

SPCX $1.8TPLTR $439B

Steve Eisman Aug 7 19 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

Six Flags And United Parks: Two Different Answers To The Same Demand Problem

Undercovered Dozen: JPMorgan, Sezzle, Kayne Anderson And More

[WAY – Waystar] Healthcare is a very complicated invoice

Emerge Commerce ($ECOM.V) FINS Review

Veeva 2Q’26: “SaaSpocalypse” Cancelled

Microsoft ($MSFT) - Deep Dive

NTG Clarity Networks ($NCI.V) FINS Review

Meta Buys Away its Distraction at Minimal Cost

Nvidia Earnings And The Ecosystem: The 70% Guide, And Everything It Sets In Motion

SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)

After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound

Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72

Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability

Alphabet Inc. ($GOOGL) - Deep Dive

[V, MA] The more things change, the more they stay the same

40 Stock Pitches (3rd-9th August)

Shopify 2Q'26: Sustained Miraculous Growth

SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap

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