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 Oct 2 2 clicks

Oct 2 HUCK $149M

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

Hidden Rock Capital's Newsletter 6 clicks

Oct 1 EVC $682M

Not So Fast

The Mikro Kap 3 clicks

From X

@DOMOCAPITAL Aug 5

DOMO Capital Management, LLC on X

That said... I don't expect them to be using it at these levels. I think there are a lot of near-term catalysts that will take shares to new highs. Additionally, I don't know what the short seller thesis is from here. The profitability of $ALTO has completely shifted. The shorts need to cover a lot of shares. I don't know how they're going to do it without moving the stock up a lot. If they wait for the #E15 news they are toast....

@DOMOCAPITAL Aug 5

DOMO Capital Management, LLC on X

My guess is that $ALTO noticed the massive increase in short interest and is being prudent in case there is a massive short squeeze in the stock. Definitely possible with #E15 odds continuing to increase. https://t.co/sSmfB9fwFC

@DOMOCAPITAL Aug 5

DOMO Capital Management, LLC on X

Huge double beat by $ALTO - expect some very positive commentary on the call. Excluding derivatives - EPS of $0.20 for the quarter!

@TimyanBankAlert Aug 5

Timyan Bank Alert on X

The Pipeline: Regulatory shift, M&A catalyze investor activism for US banks | S&P Global Market Intelligence $UBAB $CSHX https://t.co/LJ9OJR1WrX

@ActAccordingly Aug 5

PAA Research on X

Doug Bergeron of Verifone fame going activist on $ETD. As we pointed out here in the past, there's a ton of value in this business and there's no doubt that the brand has enormous potential. "Ethan Allen" still has tremendous brand equity.

@majgeoinvesting Aug 5

Maj Soueidan on X

Here they come - ~50 microcap earnings calls today. I’m most interested in learning about: $FTEK - Growing data center pipeline that they can’t close. $OESX - Was huge Qtr from one time project awards? Data center initiatives timeline vs hype. $KRMD - New product adoption. https://t.co/ywCPDNODCl

@majgeoinvesting Aug 5

Maj Soueidan on X

Be very careful relying heavily on stock screeners for your research, especially right now. Lots of Cos. are getting tariff refunds, which is inflating operating income and margins. It’s why I love reading press releases to get a broader picture. @InfoArbMonitor $WEYS👇 https://t.co/UQrxoM5tSm

@stockgutter Aug 5 1 click

SG on X

$SB #sugar looks like it is breaking out of this congestion. Mar27 contract below 👇 https://t.co/QMvIM6m2Ab

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 $590M

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 $356M

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

Quick Value #332 - Gentherm (THRM)

Gentherm’s Oct. 1 Reverse Morris Trust with Modine adds commercial and off-highway operations, leaving THRM at 7.4x pro forma EBITDA with…

THRM $985M

Value Don't Lie Sep 28 3 clicks

Riley Exploration Permian: 30% Oil Growth At Half The Sector's Multiple

Riley Exploration Permian raised oil production guidance after a Q2 beat, targeting 30% growth while trading at 6.52 times forward earnings.

REPX $910M

The Supercycle Investor Sep 28

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 $484M

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

ELME · long

Elme Communities

Elme Communities, a REIT, is nearing the end of a long liquidation process.

ELME $156M

Value Investors Club Jul 3 1 click

Syntec Optics: Q2 Indicates Inflection Point--Market Already Pricing It In

Syntec Optics posted $8.3 million Q2 revenue, returned to net income, and raised cash to $14 million after an offering, as communications…

OPTX $317M

Robert F. Abbott Sep 28

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

ARKO. 3x Owner’s Earnings multiple, 21% ROCE, Founders involved and large shareholders, Stake in a public company>market cap. Superb Capital Allocators

ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.

ARKO $476M

Calvin Blissett Sep 21 4 clicks

Bumble, 2x Owner’s Earnings. Sentiment is abysmal, the founder is back. The stock could easily be a multibagger.

Bumble trades at roughly 2x owner’s earnings and 4.76x enterprise value, with Whitney Wolfe Herd’s return central to a rerating case.

BMBL $335M

Calvin Blissett Sep 20 4 clicks

DeFi Development: The Clarity Act Failure Tests The Solana Treasury Thesis

DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…

DFDV $175M

Dorine Cherop Sep 18

This Week in Special Situations: Cooper Companies, Sturm Ruger, Grab Holdings, Boston Omaha

Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…

RGR $699M

Latticework by MOI Global Sep 18 1 click

Pioneer Bancorp Has One Too Many Red Flags

Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a…

PBFS $446M

Crimson And Gold Research Sep 17 4 clicks

Initiation Report

Zentek initiation report.

ZTEKF $63M

Atrium Research - Equity Research Sep 13 5 clicks

The Groupon Turnaround — Dušan Šenkypl & Rana Kashyap | Ep. 3

Groupon CEO Dušan Šenkypl and CFO Rana Kashyap discuss rebuilding the local-experiences marketplace with AI infrastructure, better…

GRPN $796M

Mispriced Assets Sep 11 5 clicks

DOMO Capital Management, LLC on X

DOMO Capital Management, LLC on X

DOMO Capital Management, LLC on X

Timyan Bank Alert on X

PAA Research on X

Maj Soueidan on X

Maj Soueidan on X

SG on X

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