EQT Q3 FY12/26 Earnings Review - Distribute Rating
EQT moved to Distribute at $56.29 after Q3 revenue fell 9.6%; a 44% trailing free-cash-flow margin signals cycle risk despite lower debt and an EPS beat.
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New Idea Brunch with Theo Rosenthal of TMR Capital, a long/short equity fund he launched in October 2019 after graduating from Johns Hopkins We discuss his approach to inflection investing, shorting, and more! $IAC $BJ $SII https://t.co/DEmsYmqki0
Voss Capital on X
Our Q2 letter can be found here: https://t.co/o5utXBMM7n Updates on $PLYA, $ASO, $ECN
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New Idea Brunch interview with @longcastadviser just dropped Tickers mentioned: $MTRX & $MMMB https://t.co/TeYUbiEzWi
Voss Capital on X
While I joined the $GFF Board late in the strategic review process, I was pleased w/ the extent of it. There were many parties involved, unfortunately the timing of a transaction didn't work out right now due to unique circumstances & valuations that didn't appropriately reflect
Voss Capital on X
the ongoing business strength. We still have many opportunities to unlock value & I will remain deeply engaged on the Board. We love the r/r of the stock here & believe the undervaluation will get rectified. In the meantime, $GFF will repurchase shares at very attractive levels.
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Check out our latest interview with Brian Finn of @fin_capital Brian discusses his recent activist letter at $OPRT and shares some other ideas! https://t.co/sgPhNzCg77
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This interview with PL Capital is another masterclass in bank investing Thank you to John and Rich for the great interview! Some tickers mentioned include $BANC, $EFSC, $FRME, $HBNC, and $FNB https://t.co/2jvXCkxUs9
Investor Letters
All letters- Alluvial Capital Management Third Quarter 2026 BSVN $559MFTLF $77M
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