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

NPWR · long

NET Power Inc

NET Power (NPWR) is a microcap pursuing behind-the-meter power projects for data centers.

NPWR $132M

Value Investors Club May 22

Intriguing Patent Litigation Situation ($FNCH)

Finch Therapeutics faces a jury verdict on FMT patent claims against Ferring’s Rebyota; a win could bring damages and royalties, while a…

FNCHQ $17M

Multibagger Monitor Aug 8 2 clicks

[$QRHC] Quest Resource Holding Corp

Quest Resource, a $200 million asset-light waste broker, manages 100-plus waste streams through 3,500 vendors and derives more than 90% of…

QRHC $29M

Lewistown Capital Aug 6

Mereo Biopharma

Mereo Biopharma has two late-stage assets, seeks non-dilutive financing for alvelestat Phase 3 trials, and reports cash runway through 2027.

MREO $59M

Raging Bull Investments Jul 23

Revisiting An Old Idea

Instil Bio leased its 128,000-square-foot Tarzana life-sciences building to AstraZeneca for 15 years at $7.52 million annual rent,…

TIL $49M

Raging Bull Investments Jul 13

Inflecting Drone Company w/ Near-Term (+300% vs. -30%) Binary Event ($RCAT)

Red Cat’s Teal Drones is one of two remaining candidates for a $600 million to $1 billion-plus U.S.

RCAT $988M

Multibagger Monitor Jul 10 3 clicks

JBG Smith

JBG Smith trades at an estimated 40% discount to NAV, backed by National Landing multifamily assets, Amazon HQ demand and $1.3 billion of…

JBGS $749M

Raging Bull Investments Jul 10

UNPRECEDENTED TURNOVER OF CEOs IN THE RESTAURANT INDUSTRY – WHAT’S IT ALL ABOUT?

Restaurant chains replaced 21 CEOs since 2021, as wage inflation, delivery, digital ordering and at-home competition reshape leadership…

NDLS $81M

Investing 501 Jun 5

10x or Bust? Pure Play Fighting GLP-1 Side Effects ($IBIO)

IBio’s $20 million, debt-free valuation is a high-risk bet that it can partner a myostatin inhibitor for GLP-1-related muscle loss before…

IBIO $76M

Multibagger Monitor Jun 3 1 click

(I)nbound (M)igrants (X)panding (I)nternational Remittances

International Money Express trades at roughly 5x forward EV/EBITDA despite growth, modest leverage and excess cash available for…

IMXI $349M

Rod’s Ruminations May 11

Negligible Capital on X

Ian Bezek on X

Myles on X

junkbondinvestor on X

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A Capital on X

marginofdanger on X

Red Dog Capital on X

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