Why I sold OB pick for 26 SVM
Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite higher silver prices.
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Market cap$300M–$10B
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21,722 views· 10,090 clicks
From X
Voss Capital on X
Lastly, it is interesting to note that $EXTR is collecting well over 1 petabyte of data per day from their network users. They analyze this and use it to give customers performance data insights. Not the webinar, but here is an EXTR IoT overview video: https://t.co/ICIcEEJlXw
Voss Capital on X
This was a simple, helpful slide for the layman to understand potential IoT scenarios that $EXTR's security prevents. https://t.co/n04i426ZKJ
Investor Letters
All letters- Upslope Capital Management 2026-Q3 TCGGY $3.1B
- Cedar Creek Partners 2026 Third Quarter EXCE $1.2B
- Artisan Partners Q3 2026 BIRK $5.4BCOCO $3.4B
- Blue Tower Asset Management third quarter 2026 ENVA $4.5B
- The London Company 3Q2026 CCC $4.5BESI $8.7B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 AGX $4.9BTWST $9.6B
- White Brook Capital Third Quarter 2026 FUBO $914M
- Davenport Asset Management Q3 2026 ACM $7.6BBEPC $4.3B
Free Recaps of the best new stock ideas, delivered every morning.
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Laurentian Research 2 clicks
TSOH Weekly Roundup (10/16/2026)
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Glen Bradford 5 clicks
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Bhavneesh Sharma 16 clicksHave a source we’re missing? Send your pick
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