Titan Mining Q2 Update
Titan Mining reported Q2 revenue of $25.7 million and adjusted EBITDA of $9.6 million as zinc output rose, while advancing its Kilbourne graphite project and germanium recovery.
Sunday, September 6, 2026
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Trevor Scott on X
@kashyap286 $GOOS?
Lee Roach on X
The egg market is getting killed and I am tempted to play this cycle bottom. Anyone up to speed on $VITL? This thing is looking so beaten down. https://t.co/wUgfMUorWW
Trevor Scott on X
$TAP A quarter century and zero capital gain. Now being kicked out of the S&P https://t.co/RM49KQJm36
JabroniCoin.USD on X
The bottleneck play on this is $COMP? 🧭 https://t.co/1ClFMI3z4d
Tim Eriksen on X
Anyone get the dividend from Gravity $GRVY yet? I expected a bit of a delay.
Ian Bezek on X
It's Tecnoglass time $tgls. https://t.co/5gjN6emyo1
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $469MALM $4.2B
- Protean Funds August 2026 BVNKF $2.4BSUSRF $251M
- Asset Value Investors Ltd July 2026 4549 $498M8011 $231M
- PenderFund Capital Management Ltd. July 2026 NEO $1.1BVNP $1.9B
- Lindsell Train Limited July RMVEY $3.5B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.6B
- Forager Funds Management July 2026 4733 $4BTTEK $9.1B
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Sangamo Bankruptcy (SGMOQ)
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Fastly: Record Q2 Confirms The Platform Inflection
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Miletus Research 
An ATM that starts to spit out cash
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EVC Update
EVC reported a solid second quarter and outlook.
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Lumen Technologies - Accumulate $6-$8.30; STP<$6; PT >$12 - Q2 FY12/26 & Outlook
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Seaport Entertainment (SEG): Four Catalysts Begin in August 2026
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TIC Solutions Update: New performance framework and a path to $26+ per share.
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Weekend Digest #344: Colombia Election, CAAP New Dividend, May Buy & Hold Purchases
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Inter, Nu and MercadoLibre reported 38%, 53% and 51% revenue growth, respectively, as Latin American political and macro risks drove a…
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Entravision’s Smadex AdTech segment grew Q1 2026 revenue 204% and generated over $34 million of EBIT, becoming 78% of sales and the core…
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