Calls
1
Sam Koppelman
Publisher, Hunterbrook
Win Rate
0.0%
return
-0.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 13
$5.68
-0.4%
The stock previously crashed due to accounting delays and delisting fears. Hunterbrook's investigation found the technology (weapons detection) works effectively in schools/stadiums and the accounting error was de minimis ($4M). Currently, the stock is selling off again in sympathy with software stocks and Axon (AXON), despite Evolv being a hardware/infrastructure play. The speaker notes the market is "indiscriminate" and implies the current sell-off is unjustified given the product's sticky demand (school safety). Fundamental value play; the business is real and growing despite market perception of it being a "fraud" or "software" stock. Regulatory scrutiny (SEC/FTC) persists; management fails to execute the turnaround.
The stock previously crashed due to accounting delays and delisting fears. Hunterbrook's investigation found the technology (weapons detection) works effectively in schools/stadiums and the accounting error was de minimis ($4M). Currently, the stock is selling off again in sympathy with software stocks and Axon (AXON), despite Evolv being a hardware/infrastructure play. The speaker notes the market is "indiscriminate" and implies the current sell-off is unjustified given the product's sticky demand (school safety). Fundamental value play; the business is real and growing despite market perception of it being a "fraud" or "software" stock. Regulatory scrutiny (SEC/FTC) persists; management fails to execute the turnaround.
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Sam Koppelman has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: EVLV, SOC.
