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
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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 $8.05, and microcap RAVE is described as cheap.
Is The Bond Market Running On Empty?
U.S. Treasury yields are testing credit and equity markets, while the discussion also targets recent changes at Glass House (GLAS).
IEH Corporation: Research Note
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EuroDry: Strong Prospects But Downgrading On Valuation Concerns - Hold
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Henrik Alex 4 clicks
AIRS · long Airsculpt Technolo INC
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Special Situation: Trading at Net Cash, 35% FCF Yield
DoubleDown Interactive (DDI) traded at net cash and a 35% free-cash-flow yield after a secondary offering, while its social casino business…
Golden Dome, Quantum, Next-Gen GPS, Oh My... ($FEIM)
Frequency Electronics ($FEIM) trades at its lowest EV/EBITDA multiple since 2016 despite satellite-timing exposure to Golden Dome spending…
Microcap Trading at Cash Value, Inflecting Earnings, 15% Dividend Yield
Pharma-Bio Serv’s $11 million market cap nearly matches its $10.7 million cash balance as recovering life-sciences spending supports…
Cheap stock(s) within a cheap stock
WNMLA trades near $4 versus estimated $8.95 NCAV, but loss-making fund management and cross-holdings leave value dependent on capital…
NSTS Bancorp: Post 3-Year Thrift Conversion, Possible Sale
NSTS Bancorp’s three-year thrift-conversion anniversary could clear the way for a potential sale.
Chinese Manufacturer with Negative Enterprise Value; ~9% Dividend Yield
Deswell Industries trades at a negative $28 million enterprise value, 0.38 times book value and a roughly 9% dividend yield despite…
Adaptive Ad Systems: A Profitable Microcap Trading Below Net Cash
Adaptive Ad Systems trades at a $9 million market cap against $12.7 million in net cash, with profitable cable ad insertion operations and…
Hallador's "Beautiful, Clean Coal": Near Term Catalyst w/ 200% Upside ($HNRG)
Hallador Energy's Merom plant cleared a MISO review, setting up a potential data-center PPA that could transform the coal miner into a…
A Modern Day Delta Duck Club?
Otto Energy trades below cash while winding down Gulf of Mexico oil interests, with a proposed AUD 40M tax-free capital return delayed…
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