Adam D. Wyden on X
That feeling when the country’s top consumer small cap fund files in one of your biggest horses…. https://t.co/kIzir9QGPI On 27 numbers we can get to ~35.00 of NAV/share and that’s before buybacks! $codi
Friday, May 8
Friday, May 8, 2026
Everything we published on this day.
14 stories
Odd Lot Arbitrageur on X
MDVT is smaller and trades at approx. half the multiple of CMTV. Disclosure: long $MDVT
Odd Lot Arbitrageur on X
Dominant local franchise: 5 branches and 56% deposit market share in Addison county. ~2/3 of loan book in resi mortgages. Owns most of its office locations and 50% of a $1.6b trust company in a JV with $CMTV.
Odd Lot Arbitrageur on X
National Bank of Middlebury $MDVT: one of the oldest community banks in the country; received its charter in 1831. Trades at +/- 7x ntm earnings. https://t.co/ZryrKkgLGm
Bye the Index
Nasdaq’s QQQ amassed $456 billion through aggressive marketing, turning index licensing into a larger earnings source than trading, data…
OXY's Q1: The Good, The Bad, and The Pretty
Occidental Petroleum’s Q1 2026 execution and operating outperformance were offset by a costly management derivative misstep.
How I’m Voting My MAPS Shares & What Other Cannabis CEOs Are Saying About Generational Federal Reform
MAPS shareholder will vote 1.75 million shares against declassification, say-on-pay and auditor ratification, and withhold from all…
ToffCap on X
I'm perfectly fine doing this EVERY quarter $MRX https://t.co/xMuf6mnfZZ https://t.co/Jb4Fy7UUyi
Timyan Bank Alert on X
@DrSichuan at this rate, a few more. I'm amazed people keep voting for Chevis' slate. He had ten years where he could have and should have sold to $FBMS for a large premium to today's price. The $PFBX over Chevis decades-long regime is anemic.
OTIS · long Otis Worldwide CORP
Otis Worldwide's largest global elevator installed base generates 95% recurring revenue, with service margins above 90% supporting a…
ZTS · long Zoetis INC
Zoetis, the animal prescription-medicines company, is presented as a long investment despite concerns around its 2026 and 2027 outlook.
BCO · long Brinks CO
Brink’s $6.6 billion cash-and-stock acquisition of NCR Atleos underpins the long case, citing strategic and financial rationale.
PRYMY · short Prysmian Spa
Prysmian (PRYMY) is presented as a short position.
Under The Hood: Domino's Pizza - $DPZ
Domino’s 99%-franchised model converts global retail sales into royalties and supply-chain revenue, but $4.8 billion of debt and mature…
