Friday, September 4, 2026

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EVC Update

EVC reported a solid second quarter and outlook.

EQPT · long

Equipmentshare.com INC

EquipmentShare.com, EQPT, is presented as a long idea and potential multibagger following its recent IPO, with a setup compared to Carvana.

Paxman (PAX.ST)

Paxman sells chemotherapy scalp-cooling systems, expanding US reimbursement and utilization after acquiring its largest competitor in 2025.

AAON

AAON shares have fallen 45% from November 2024 highs as core HVAC bookings weaken, while BASX supplies hyperscale data-center growth.

NL Industries

NL Industries’ $330 million market value is backed by $626 million of public stakes and cash, less estimated legal fees, creating a…

Envista (NVST)

Envista, Danaher’s dental spin-off, is pitched as a de-risked long-term opportunity after U.S.

Publications we follow

Every publication on this site, hand-picked.

108 publications

Newsletters 91

X accounts we follow

Every account on this site, hand-picked.

68 accounts

Investor letters we follow

78 firms

Sectors

Ordered by how often our editor reaches for them.