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Sunday, September 13, 2026

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@natstewart5

Nat Stewart on X

Great @YetAnotherValue interview with Zack Buckley on Priority Technology $PRTH out today. If you had told me that PRTH would only be up 65% (including massive, unwarranted share-price volatility) from my 5/2024 article after: ° Enormous capital structure improvements (expensive pref was strangling profitability) ° Successful deleveraging ° Solid business execution I would have been very surprised. It is a shame CEO Priore chose a take-private offer rather than capital allocation/return strategy (which I advocated for). Would have been easy enough to stabilize the equity and in my view rocket it higher over time - creating a successful, useful public equity and track record.
@stockgutter

SG on X

$DBI out with a beat-and-raise, strong commentary: "Our second quarter results represent significant improvement in profitability year-over-year, highlighted by meaningful gross margin expansion as well as impressive sales growth in our Brand Portfolio segment," said Doug Howe, Chief Executive Officer. "We remain focused on generating long term value for our shareholders and are encouraged by the progress we are making against our strategic plan. These efforts have contributed to improved retail trends and a positive start to the third quarter, giving us confidence in raising our full year guidance." This is a stark contrast to rival $SHOE, which is puking on poor results and citing heavy promotional activity, and suppliers $NKE and $DECK which are testing 52-week lows.

Investor Letters

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EVC Update

EVC reported a solid second quarter and outlook.

EVC $666M
Nat Stewart - Stock Picking Newsletter 15 clicks

Late August 2026 Random Ramblings

Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…

CCOI $377M
Yet Another Value Podcast 13 clicks

The Verra Sneerer (NASDAQ:VRRM)

Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…

VRRM $458M
The Oak Bloke 6 clicks
MPTI · long

M-tron

M-Tron Industries is pitched as a long on its sole-source role across more than 40 missile, radar and aerospace programs.

MPTI $322M
Value Investors Club

The Strategic Value of eDreams

EDreams’ Prime travel subscription model makes the €3.6 billion European OTA a potential Uber, Airbnb or Amazon acquisition target.

EDDRF $470M
310 Value’s Newsletter 2 clicks

JBG Smith

JBG Smith trades at an estimated 40% discount to NAV, backed by National Landing multifamily assets, Amazon HQ demand and $1.3 billion of…

JBGS $786M
Raging Bull Investments

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