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.
marginofdanger on X
@thewritser @Ron284Ron I moved all my cash from $SGOV to $VBIL to save 3bps/yr and also you get your monthly dividend one day faster.
A Capital on X
Chaser $GLND https://t.co/S6DuXMnxmU
marginofdanger on X
@Ron284Ron @Ron284Ron just buy $VBIL.
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!
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
- QuantStreet Capital July 2026 USMV
- Forager Funds Management July 2026 BVS $981MEXP $47M
- PenderFund Capital Management Ltd. July 2026 TSAT $702M
- Pendelhaven Asset Management B.V. July 2026 DR0 $438MGRVY $463M
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
OPRX · long Optimizerx CORP
OptimizeRx, OPRX, trades 30% below its February 2025 writeup despite becoming a stronger company.
Entravision: Another Whale Has Emerged
Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer,…
Seer
Seer trades at $2.04 against $3.90 per share of net cash as activists press a board that rejected five buyout proposals and won reelection.
Biorem Inc. ($BRM.V) FINS Review
Biorem reported 66% revenue growth and over 260% profit growth after trading at 11.3 times earnings and 5.9 times EV/EBITDA.
Hidden in Plane Sight
An aerospace company’s profitable core is obscured by a long-running FAA development program; approval, abandonment, or shrinking losses…
AirIQ Inc. ($IQ.V) FINS Review
AirIQ’s 2025 revenue rose 17% to $6.5 million, but tax reassessments cut net income 50% and lifted its P/E to 144x.
Stranded Indium-Phosphide
Aeva’s high-power InP SOA design could supply NPO/CPO optical modules at roughly 17% gross margins, versus 51% for eight discrete DFB…
Gatekeeper Systems ($GSI.V) FINS Review
Gatekeeper Systems’ revenue rebound is overshadowed by $19.3 million in nine-month operating cash burn, swelling inventory and overdue…
Smart Shooter (TASE: SMSH) — The Company That Teaches an Ordinary Rifle to Hit a Drone
Smart Shooter sells AI-enabled rifle sights that track drones and release shots only when likely to hit, trading near 55 times likely 2025…
RI(N)sing higher
RIN prices near all-time highs reflect tighter renewable-fuel mandates, a shrinking credit bank, and biodiesel production shortfalls.
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