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.
Friday, October 2, 2026
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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
Ian Bezek on X
@aurelius28 It's not quite as levered as $CABO ;) https://t.co/zzah5S16Ll
Myles on X
$TLT negative on the day, $RSP and $IWM retracing their big up moves. This market is wild.
A Capital on X
Chaser $GLND https://t.co/S6DuXMnxmU
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!
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
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
Investor Letters
All letters- Protean Funds September 2026 DVYSR $92MREJL-B $290M
- PenderFund Capital Management Ltd. August 2026 TGMPF $183MVHI $336M
- Forager Funds Management August 2026 EMCHF $66MIDPUF $554M
- Protean Funds August 2026 SUSRF $262M
- Forager Funds Management July 2026 BVS $981MOFX $99M
- PenderFund Capital Management Ltd. July 2026 TSAT $702M
- Pendelhaven Asset Management B.V. July 2026 DR0 $438MGRVY $463M
- Asset Value Investors Ltd July 2026 079940 $399M
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…
Sorrento Research 
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…
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…
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…
💥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…
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…
Updates
FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.
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).
IEH Corporation: Research Note
IEH booked $3.6 million in mobile-defibrillator connector orders, lifting its medical revenue outlook and diversifying beyond aerospace and…
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…
Henrik Alex 4 clicks
GLIBA · long Liberty Capital CORP
Liberty Capital Corp, GLIBA, is pitched long following its July 2025 spinoff from Liberty Broadband.
Entravision Q2 Notes
Entravision’s ATS revenue rose 230% to $182.8 million in Q2, but shares fell from above $14 to about $8 after management forecast…
Emergency Press Conference: FRMI & GRPN
Groupon reported accelerating organic revenue and record July traffic, while Fermi signed a $6.5 billion, 222 MW TensorWave data-center…
40 Stock Pitches (3rd-9th August)
Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…
2026 Q2 Earnings Updates: WeightWatchers, Shift4, Bumble
Bumble fell, Shift4 dropped 23% and WeightWatchers rose 18% after earnings, prompting added Shift4 exposure and a sharp WeightWatchers…
Weight Watchers: Update Post Earnings
WeightWatchers reaffirmed 2026 guidance after Q2 beats, while clinical revenue rose 30% and debt fell $42 million through discounted…
Noah Holdings ($NOAH): A Chinese Wealth Manager Trading at Its Cash Pile
Noah Holdings trades near the value of its RMB 5.1 billion cash and short-term investments, while earning recurring fees on roughly RMB 140…
These Power Stocks (Not Semis) Are The Real AI Beneficiaries, Say Investing Brother Duo Up 1,300%
Pernas Research names Capstone Energy and Stabilis Solutions as AI data-center power beneficiaries, alongside Tenable, Upwork, Wise and…
BREAKING: Kawhi Leonard's Other Undisclosed "Sponsorship" Deal
Daktronics allegedly paid Kawhi Leonard millions in a hidden sponsorship deal tied to the Clippers’ Intuit Dome, raising fresh questions…
My Pitch Deck Slide Show from the MS Microcaps Summer Virtual Conference
Butler National Corporation is the subject of a stock pitch presented at the MS Microcaps Summer Virtual Conference.
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