Chris Camillo on X
Take-Two’s GTA VI outlook requires direct player feedback, not algorithm-amplified investor narratives.
Topic
communication services
Everything our editor has picked under this tag, best first.
The Junk (Mail) Merger Arb
Star Equity’s $5 per-share Harte-Hanks acquisition offers $2.50 cash plus 0.25 STRRP per share after proration, against a $2 break price.
Genius Sports LTD
Genius Sports, a sports data and adtech provider, is pitched as a re-rating opportunity obscured by acquisition noise.
David Orr on X
GameStop and AMC investors who sold near the 2021 peak would still compound at 65% and 80% annually after five inactive years.
Roblox CORP
Roblox's valuation has fallen from 30x to 50x forward EBITDA, framing the selloff as a long opportunity despite near-term headwinds.
BDC on X
@BoxLongs Wild truth is that if $SNAP chooses they can earn over $1/share in FCF next year. $5 stock.
Chris Camillo on X
Take-Two's leaked GTA VI footage shows denser worlds, more responsive NPCs and deeper systems, supporting a generational gameplay leap.
KVH Industries
KVH Industries is winding down capital-intensive GEO antenna manufacturing and pivoting to an asset-light maritime connectivity business.
APP 2026-08-19 AppLovin: Here's How I See 3 Catalysts That Could Drive Valuation Re-Rating
KL Research RDDT 2026-08-19 Reddit: Curb Your Enthusiasm About The Index Effect
Dilantha De Silva ZETA 2026-08-19 Zeta Global's AI Story Just Became Measurable (Rating Downgrade)
Alpha Line BDC on X
@BoxLongs $SNAP added $250mn in revenue yy and $200mn in adj ebitda. Adj shares outstanding actually decreased 70 bps yy. FCF +400% yy. While everyone knows its a horribly managed asset, the numbers in isolation are MUCH improved YoY while stock itself is down 30% yy.
JabroniCoin.USD on X
Steadily down, then suddenly. H/T @forgebitz Semrush showed signficant decline for $RDDT citations last year, and now a sudden further plummet. Perhaps human shitposting and SEO AI slop fest isn’t indispensable data… https://t.co/aSIBSTBUfE https://t.co/z0EEAvAm7E
Tva Group INC -cl B
TVA Group, a C$61 million market-cap Quebec French-language media company, is presented as a highly asymmetric long opportunity for…
Stock Trade Compilation Diez
E.W. Scripps, Team Internet, Monro, doValue and Inter & Co feature as special-situation trades involving mergers, asset sales, leverage and…
catechwilliams on X
$RDDT I don't make bold predictions. I'm a conservative doctor but it will likely be the next $META or $GOOG. Look at those companies 8-10 years ago. Very similar fact pattern. Now $RDDT is dominating search w highly valuable AI. +78% rev on tough comp and just getting started.
Tim Eriksen on X
@ShmuelLon Good. That was my intention. It was less about the merits of $EVC in the future and more about recognizing that 1) we have to think about growth properly; and 2)we have to guard against thesis drift.
Tim Eriksen on X
Entravision’s investment case shifted from sequential hypergrowth and SOTP upside to year-over-year growth after management guided Q3 below Q2. The investor exited after lighter-than-expected Q2 growth.
marginofdanger on X
APTL’s $25 million-EBITDA Alaska utility and telco support its low-$80 share price; its Westport subsea-cable landing site and 30% share-count reduction add optionality.
marginofdanger on X
Wild to me that when $MAPS was trading 2x higher, it was a seemingly beloved consensus long on here, and now due to STRATEGIC delisting it's traded off massively, sits at net cash, all while generating $40 mm of EBITDA.
BDC on X
ESPN remains a disaster for $DIS https://t.co/IHc4sav9Et
BDC on X
I know I was poking some fun at $META last night but I think its a buy here in all seriousness. Not advice. But lots of ways to win in the end. Not advice, do own DD etc. I could be wrong.
BDC on X
...."but we might not take the offer bc we have all these reasons to use the compute internally even though we missed ad revs" (basically) $meta https://t.co/ozJ63qcFIL
BDC on X
$SNAP will generate more FCF this year than $GOOGL and maybe more than the hyperscalers combined in the 2H ex MSFT! Just sayin...
