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 DOMO $167M

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

@negligible_cap Oct 2 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 Oct 2 1 click

Ian Bezek on X

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

@finphysnerd Oct 2

Myles on X

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

@junkbondinvest Oct 2

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

@marginofdanger Oct 2

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.

@ACapitalLP Oct 2

A Capital on X

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

@marginofdanger Oct 2

marginofdanger on X

@Ron284Ron @Ron284Ron just buy $VBIL.

@red_dog_capital Oct 2 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!

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 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 $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

KVHI · long

KVH Industries

KVH Industries is winding down capital-intensive GEO antenna manufacturing and pivoting to an asset-light maritime connectivity business.

KVHI $127M

Value Investors Club May 23 3 clicks

20 OTC Markets Oddities

OTC Markets has lost many profitable small companies to buyouts, privatizations and SEC Rule 15c2-11.

MUEL $407MABLT $0M

Exploring with Alluvial Capital Jan 17

A 4x in 4 Years Surfing the Data Center Tsunami? ($TGEN)

Tecogen ($TGEN) sells gas-or-electric chillers that management says cut data-center cooling costs 30–40%, with factory utilization offering…

TGEN $86M

Multibagger Monitor Jan 8 3 clicks

Observations from a de-SPAC liquidation.

Electric Last Mile Solutions sold assets for $104.6 million after its $5 million OTC market cap reflected a Chapter 7 liquidation and…

ELMSQ $15M

Obscure Stocks Jan 1

The Strategic Value of eDreams

EDreams’ Prime travel subscription model makes the €3.6 billion European OTA a potential Uber, Airbnb or Amazon acquisition target.

EDDRF $492M

310 Value’s Newsletter Oct 28 2 clicks

Actionable Ideas Update - 08/20/2024

Cipher Pharmaceuticals’ $89.5 million Natroba acquisition doubles EBITDA to about $24 million and adds U.S.

CPHRF $243M

Raging Bull Investments Aug 20

SCIA- SCI Engineered Materials

SCIA generates $28 million of revenue from thin-film materials, with 78% of sales tied to one customer, while expanding into defense…

SCIA $39M

Sylence Capital Aug 15

ALTO- ALTO ingredients

ALTO Ingredients trades near half of book value after plant upgrades and lower corn prices set up a recovery in crush margins and cash flow.

ALTO $286M

Sylence Capital Aug 15 1 click

Cronos Group Update: A multi-bagger in the making?

Cronos Group's Q2 net revenue rose 46% to $27.8 million as Canadian cannabis volumes and market share grew, while its cash balance remained…

OGI $142M

Raging Bull Investments Aug 14

Notes and Updates

ECIP recipient banks could repurchase Treasury preferred shares at steep discounts, potentially lifting book value, while Hawaiian Electric…

UBAB $194M

Exploring with Alluvial Capital Aug 14

Negligible Capital on X

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junkbondinvestor on X

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A Capital on X

marginofdanger on X

Red Dog Capital on X

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