Friday, October 2, 2026

EVI Industries. Margin inflection or fake out?

EVI Industries says its ERP and service-platform build is largely complete, testing whether 10.8% revenue growth can finally outpace operating costs and lift margins.

EVI $249M

Kairos Research 37h ago 2 clicks

45h ago DOMO $167M

Single Stock Spotlight #16: Huckleberry.AI (HUCK)

Hidden Rock Capital's Newsletter 5 clicks

Oct 1 EVC $682M

Not So Fast

The Mikro Kap 2 clicks

From X

@negligible_cap 37h ago 1 click

Negligible Capital on X

*EQUAL-WEIGHT S&P 500 DOWN FOR 7 STRAIGHT WEEKS, MOST SINCE 2022 $RSP has been horrendous. I miss when breadth was healthy https://t.co/hsKW5s6ODt

@irbezek 38h ago 1 click

Ian Bezek on X

@aurelius28 It's not quite as levered as $CABO ;) https://t.co/zzah5S16Ll

@finphysnerd 41h ago

Myles on X

$TLT negative on the day, $RSP and $IWM retracing their big up moves. This market is wild.

@junkbondinvest 42h ago

junkbondinvestor on X

Cable One's ($CABO) unsecured debt is trading under 30 cents. Its 1L TL is under 80. This is a company that was ONCE valued at $13bn+ and now has a measly market cap of <$100mm. Part of the reason (besides the whole sector being in shambles)? It owes GTCR an est. $480mm for the rest of MBI, a cableco whose price was locked in at the TOP of the cable cycle. That payment was due yesterday. This morning, they announced a 1-week extension and disclosed that they're in advanced financing talks with GTCR, PC lenders, and "certain" existing lenders. Here's what I think it means for the existing debt as well as equity and what could happen next https://t.co/YPGbd0gSjx

@ACapitalLP 42h ago

A Capital on X

Chaser $GLND https://t.co/S6DuXMnxmU

@red_dog_capital 43h ago 1 click

Red Dog Capital on X

$STK $WDC The cure for high prices is high prices! Demand destruction, substitution, capacity additions, etc. The invisible hand (almost) never fails!

@calvinblissett Oct 1

Calvin Blissett on X

#1 report on $BMBL scuttlebutt in college Girl: “bumble is for old people and wierd” she used tinder for hu and hinge for “quality” Guy: “the gay one?” Went to go scroll on tinder

@calvinblissett Oct 1 2 clicks

Calvin Blissett on X

@JordanBoekel I have skimmed over $FINV, $LX made good money in $YUMC, looked at $PDD. I think management is even more important given regulatory risk and China and that is partly why I like $YB

Washington Trust Bancorp: 100-Year Track Record Of Dividends Supports A 6% Yield

Washington Trust Bancorp offers a 5.8% dividend yield, with C&I loan growth supporting ROE despite 40% commercial real estate loan…

WASH $560M

Sorrento Research Oct 1

Zentek Research Note

Zentek shipped its first ZenGUARD air-filter order to a Canadian federal facility as its Albany graphite PEA confirmed a US$3.85 billion…

ZTEKF $63M

Atrium Research - Equity Research Sep 30 2 clicks

NASDAQ:YB 10% dividend, 2x P/E, 30% growth, AI beneficiary, secular tailwinds, founder CEO I think is as good as Bezos/Walton

Yuanbao pairs a 10.2% dividend and cash exceeding its market value with 33.5% first-half profit growth from AI-enabled Chinese insurance…

YB $553M

Calvin Blissett Sep 30 4 clicks

3 Mergers and 1 Liquidation in the Danger Zone

Stratus Properties liquidates Austin real estate below projected distributions, while Atlantic Lithium and Intermex await approvals for…

STRS $147MIMXI $349M

Triple S Special Situations Investing Sep 30

💥Yield!💥

Beyond Meat’s Q2 2026 revenue fell 8.2% as U.S. retail and foodservice volumes declined, while a flatter, not inverted, Treasury curve…

BYND $138M

PETITION Sep 30

VersaBank: The Bank Behind the Bank – How a Canadian Branchless Pioneer Wants to Make Asset-Backed Securities Obsolete

VersaBank uses cash holdbacks and put-backs to buy point-of-sale loan cash flows, with C$7 billion in assets and AI-enabled real-time…

VBNK $720M

Substack von Philipp Sep 26 5 clicks

Updates

FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.

FGPR $254MPRTH $642M

Nat Stewart - Stock Picking Newsletter Sep 25 12 clicks

Is The Bond Market Running On Empty?

U.S. Treasury yields are testing credit and equity markets, while the discussion also targets recent changes at Glass House (GLAS).

GLAS $466M

WHAT ARE WE DOING? “Contrarians At The Gate” Sep 25 1 click

IEH Corporation: Research Note

IEH booked $3.6 million in mobile-defibrillator connector orders, lifting its medical revenue outlook and diversifying beyond aerospace and…

IEHC $73M

Atrium Research - Equity Research Sep 24 12 clicks

EuroDry: Strong Prospects But Downgrading On Valuation Concerns - Hold

EuroDry shares rose more than 300% year to date as dry bulk markets strengthened, but an aging fleet, no dividend and a $20 million equity…

EDRY $147M

Henrik Alex Sep 24 4 clicks

OPRX · long

Optimizerx CORP

OptimizeRx, OPRX, trades 30% below its February 2025 writeup despite becoming a stronger company.

OPRX $158M

Value Investors Club Jun 23 2 clicks

PesoRama ($PESO.V) FINS Review

PesoRama’s 0.64 current ratio, operating cash burn and 111% annual dilution offset 36% Q1 revenue growth, despite replacing an 18.5% loan…

PSSOF $94M

Wolf's Substack Jul 2 3 clicks

A Growing Business at a Discount to Its Own Cash

GrabAGun’s $68 million market capitalization sits below $98.5 million net cash, while PEW Logistics and ammunition subscriptions target…

PEW $60M

XIX Value Jun 28

The Biggest Bull Signal On Entravision

Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.

EVC $682M

The Value Road Jun 26 5 clicks

Aimia. Allocator Takeover, Trading Below Book Value. A war-chest of cash ready to deploy

Aimia trades at 0.75 times pro forma book value, with C$163 million to C$192 million of cash after the Bozzetto sale and Rhys Summerton…

AIMFF $163M

Kairos Research Jun 23

Deep Fission (FISN): A Mile Deep, and Already Underwater

Deep Fission’s Blue Owl backing is a $20 million minority investment tied to a nonbinding MOU, while its June IPO raised $40 million at $16…

FISN $302M

Mispriced Assets Jun 22

Single Stock Spotlight #10: Mammoth Energy Services (TUSK)

Mammoth Energy Services rose above $3 after trading below net cash, aided by divestments, first-quarter adjusted EBITDA profitability and a…

TUSK $136M

Hidden Rock Capital's Newsletter Jun 18

The Arithmetic: How a $9 Spanish-Language Broadcaster Becomes a $100 AdTech Stock

Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.

EVC $682M

The Value Road Jun 15 4 clicks

Braemar Hotels & Resorts: Internalizing Management

Braemar Hotels & Resorts is internalizing its management.

BHR $114M

Clark Street Value Jun 12 6 clicks

ADF Group Inc. ($DRX.TO) FINS Review

ADF Group’s Q1 FY2026 revenue rose 78% to $99.3 million and net income 37%, aided by the LAR acquisition despite steel and aluminum tariff…

ADFJF $287M

Wolf's Substack Jun 9 1 click

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Calvin Blissett on X

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