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

PERF · long

Perfect CORP

Perfect Corp., a Taiwan-based beauty-tech microcap SPAC, trades below net cash despite sales growth after falling from a brief $2 billion…

PERF $196M

Value Investors Club May 22

Sweet or Sour? Candy Co. Doubling Rev YoY at 6x NTM P/E ($SOWG)

Sow Good trades below 6x NTM earnings after retiring debt and raising $12.8 million to expand freeze-dried candy capacity amid rapid…

SOWG $45M

Multibagger Monitor May 14 2 clicks

Dramatically Undervalued SAAS Company Primed for Buyout ($AWRE)

Aware ($AWRE) trades near its net-cash value as recurring biometric SaaS revenue grows, supporting a buyout thesis backed by debt-free…

AWRE $23M

Multibagger Monitor Apr 30 1 click

IOFNF- Iofina (buy)

Iofina’s IO10 iodine plant is due in Q3 2024, adding 100 to 150 metric tons of capacity while higher brine costs pressure earnings.

IOFNF $107M

Sylence Capital Apr 28

JVA- Coffee Holding Co (buy)

Coffee Holding trades near a $9 million market cap and $17 million net current asset value, while its proposed Delta merger values JVA…

JVA $23M

Sylence Capital Apr 27

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

Total Site Solutions ($TSSI) depends on Dell for 96% of revenue; the 4x thesis rests on Dell expanding modular data centers amid AI-driven…

TSSI $289M

Multibagger Monitor Apr 16 4 clicks

One Group Hospitality (STKS) - One Hour Analysis: Quick Thoughts on Benihana Acquisition. Building an attractive acquisition candidate by acquisition?

One Group Hospitality's $365 million Benihana acquisition adds $575 million of revenue and $70 million of EBITDA, funded partly by costly…

STKS $49M

Investing 501 Apr 3

A Mexican Blue Chip Bargain

Grupo Herdez, a MXN 15.2 billion Mexican food company, pairs dominant grocery brands with McCormick, Barilla and Hormel joint ventures.

GUZOF $949M

Exploring with Alluvial Capital Mar 7

Nvidia, Nano-X and the interpretation of 13F filings

Nvidia’s $380,000 Nano-X stake came from Zebra Medical Vision’s acquisition and is managed by another reporting person, undermining the 50%…

NNOX $69M

John Hempton's Newsletter Feb 15 2 clicks

Checking Out Music Royalties

Mills Music Trust's 8.5% yield faces declining distributions as songs enter the public domain, while Royalty Exchange lists more than 700…

MMTRS

Exploring with Alluvial Capital Feb 1

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