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 31h ago 2 clicks

39h 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 31h 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 32h ago 1 click

Ian Bezek on X

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

@finphysnerd 36h ago

Myles on X

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

@junkbondinvest 36h 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 37h ago

A Capital on X

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

@red_dog_capital 37h 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 11 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

IMXI · short

International Money Expr INC

International Money Express is shorted on the market pricing an 80-85% chance that Western Union closes its roughly $500 million…

IMXI $349M

Value Investors Club Jun 30

Verastem: A Rare-Disease Launch Is Financing A KRAS G12D Platform

Verastem's AVMAPKI FAKZYNJA generated $43.7 million of H1 2026 revenue, funding its KRAS G12D oncology pipeline ahead of an October VS-7375…

VSTM $741M

Equity Eagle Aug 31 2 clicks

Three small caps from my watchlist (August 2026)

EverQuote, an $864 million digital insurance marketplace, and PAR Technology, an $808 million restaurant software provider, lead a…

EVER $702MPAR $589M

Inglenook Growth Aug 30

Burry on Build-A-Bear, Part 1

Michael Burry on Build-A-Bear Workshop, Part 1.

BBW $313M

Cassandra Unchained Aug 29 2 clicks

RR 2026-08-29

Richtech Robotics: An Easy Pass Based On Lackluster RaaS Growth Quality

Richtech Robotics faces 9.5% revenue growth, 159% higher OPEX and a RaaS contract pipeline that fell from $6.6 million to $2.1 million.

RR $376M

Andres Veurink Aug 29 1 click

Late August 2026 Random Ramblings

Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…

CCOI $427M

Yet Another Value Podcast Aug 27 13 clicks

The Verra Sneerer (NASDAQ:VRRM)

Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…

VRRM $438M

The Oak Bloke Aug 27 6 clicks

Domo (Arigato), for this potential multi-bagger options trade

Domo’s $400 million sale to Progress would leave a cash-rich public shell with $900 million of NOLs; January 2028 $5 calls cost 22 cents.

DOMO $167M

Triple S Special Situations Investing Aug 27 3 clicks

FUFU 2026-08-27

BitFuFu: A $93 Million Liability No One Can Explain

BitFuFu’s $93.4 million unexplained long-term payable equals 57% of liabilities, overshadowing sharply higher self-mining and hosting…

FUFU $233M

Dorine Cherop Aug 27

4x FCF, 95% retention, healthcare Constellation software at 100m m cap. Huge TAM of acquisitions

CareCloud trades at 4x free cash flow with 95% retention, a $100 million market cap and a large healthcare-software acquisition runway.

CCLD $87M

Calvin Blissett Aug 25

Negligible Capital on X

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Calvin Blissett on X

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