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 HUCK $149M

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

@irbezek Jul 23

Ian Bezek on X

@SowingAlphaSeed @orrdavid Number 3 is an excellent point. I own a bunch of zero duration bonds, rather than TIPS. Aiming for maximum price appreciation during the next recession/return to ZIRP. $EDV (or $TLT) was much more monetizable than long-term TIPS in March 2020 when you needed liquidity most. https://t.co/RHEWLObo4J

@TimyanBankAlert Jul 22 1 click

Timyan Bank Alert on X

$NRIM- Northrim BanCorp, Inc. Signs Definitive Agreement to Acquire $PBCO Financial Corporation https://t.co/XtscRHtpqE

@eriksen_tim Jul 22 2 clicks

Tim Eriksen on X

@ValueHunter7 @youngermunger7 @dirtcheapstocks $MFBP

@TimyanBankAlert Jul 22 1 click

Timyan Bank Alert on X

M&F Bancorp, Inc. Announces First Quarter 2026 Results and Merger w/ Optus. It couldn’t happen to a nicer guy than James Sills. And a great steward of the bank as well. $MFBP https://t.co/Mp66Lwl0KJ

@DOMOCAPITAL Jul 22

DOMO Capital Management, LLC on X

#E15 👀 "Current reporting indicates a compromise could be reached between the House-passed version of the E15 bill and the Fischer-Capito bill introduced in the Senate in February 2025 by Sens. Deb Fischer, R-Neb., and Shelley Moore Capito, R - W. Va." $ALTO $GPRE

@TimyanBankAlert Jul 21 1 click

Timyan Bank Alert on X

Finward Bancorp Acquisition $FFBC is a great partner for $FNWD- 6.4 x cost save earnings, 7 month payback and a dividend increase. Everything’s Archie! - https://t.co/qymOJS625L

@TimyanBankAlert Jul 21

Timyan Bank Alert on X

Independent Bank, Simmons address credit quality; South Plains $SPFI interested in M&A | S&P Global Market Intelligence https://t.co/TWGUKwHaIL

@TheBenSchmark Jul 21 1 click

JabroniCoin.USD on X

Citi on SocGen: The Bank Within A Bank: Sizing The BoursoBank Opportunity We reiterate our Buy rating, new TP €90 $GLE https://t.co/chB2cIfOFI https://t.co/r4fP8B5HYe

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 $590M

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 $356M

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

Quick Value #332 - Gentherm (THRM)

Gentherm’s Oct. 1 Reverse Morris Trust with Modine adds commercial and off-highway operations, leaving THRM at 7.4x pro forma EBITDA with…

THRM $985M

Value Don't Lie Sep 28 3 clicks

Riley Exploration Permian: 30% Oil Growth At Half The Sector's Multiple

Riley Exploration Permian raised oil production guidance after a Q2 beat, targeting 30% growth while trading at 6.52 times forward earnings.

REPX $910M

The Supercycle Investor Sep 28

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 $484M

WHAT ARE WE DOING? “Contrarians At The Gate” Sep 25 1 click

ELME · long

Elme Communities

Elme Communities, a REIT, is nearing the end of a long liquidation process.

ELME $156M

Value Investors Club Jul 3 1 click

Syntec Optics: Q2 Indicates Inflection Point--Market Already Pricing It In

Syntec Optics posted $8.3 million Q2 revenue, returned to net income, and raised cash to $14 million after an offering, as communications…

OPTX $317M

Robert F. Abbott Sep 28

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 $168M

Henrik Alex Sep 24 4 clicks

ARKO. 3x Owner’s Earnings multiple, 21% ROCE, Founders involved and large shareholders, Stake in a public company>market cap. Superb Capital Allocators

ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.

ARKO $476M

Calvin Blissett Sep 21 4 clicks

Bumble, 2x Owner’s Earnings. Sentiment is abysmal, the founder is back. The stock could easily be a multibagger.

Bumble trades at roughly 2x owner’s earnings and 4.76x enterprise value, with Whitney Wolfe Herd’s return central to a rerating case.

BMBL $335M

Calvin Blissett Sep 20 4 clicks

Pacific Health Care Organization - OTC:PFHO

Pacific Health Care trades below its more than $1 per-share net cash despite profitable workers’ compensation claims services, California…

PFHO $12M

Obscure Stocks Sep 19 3 clicks

DeFi Development: The Clarity Act Failure Tests The Solana Treasury Thesis

DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…

DFDV $175M

Dorine Cherop Sep 18

This Week in Special Situations: Cooper Companies, Sturm Ruger, Grab Holdings, Boston Omaha

Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…

RGR $699M

Latticework by MOI Global Sep 18 1 click

A special situation bet on the power of incentives with 10x upside in a mandated year timeframe.

Beasley Broadcast Group's equity hinges on repaying or arranging sales for roughly $115.5 million of debt by September 2027, before PIK…

BBGI $21M

Calvin Blissett Sep 17 1 click

Ian Bezek on X

Timyan Bank Alert on X

Tim Eriksen on X

Timyan Bank Alert on X

DOMO Capital Management, LLC on X

Timyan Bank Alert on X

Timyan Bank Alert on X

JabroniCoin.USD on X

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