Quoth the Raven
· QTR’s Fringe Finance
· July 01, 2026 at 07:00
· ⏱ 1 min read
| Read on Substack ↗
Summary
The author reiterates a bullish buyout thesis on two unnamed stocks despite them trading lower than when first highlighted, arguing that recent earnings and unchanged fundamentals make them more attractive at current prices. For traders, this signals a contrarian value opportunity in those specific names, though the lack of tickers limits actionable follow-through.
•Author concedes both stocks are trading below their original highlighting price, calling this 'disappointing' but viewing lower prices as a better entry point.
•The fundamental case for both names has been 'largely reinforced' by one or two additional quarters of earnings since the initial thesis.
•Author states that if putting fresh money to work, these are 'exactly the types of companies' they would accumulate, assuming no material business changes.