Saturday, October 3, 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 $238M

Kairos Research Oct 2 2 clicks

Oct 2 LEN $17B

EXCLUSIVE: Lennar’s Big New Customer Is Its Own Spinoff, Millrose

Hunterbrook 2 clicks

Oct 2 HUCK $147M

Single Stock Spotlight #16: Huckleberry.AI (HUCK)

Hidden Rock Capital's Newsletter 5 clicks

From X

@finphysnerd Oct 3 2 clicks

Myles on X

Adding long exposure (through $IWM and $RSP mainly) makes me feel sick, which backs up my belief that the timing is good to add long exposure.

@TidefallCapital Oct 3 2 clicks

Trevor Scott on X

@TSOH_Investing this is what $nke tried to do unsuccessfully

@irbezek Oct 3 1 click

Ian Bezek on X

@coffeesnob @DELAESPRIELLAE Fun because this is 1. my local airport and 2. an $ASR property.

@calvinblissett Oct 3 1 click

Calvin Blissett on X

@UsefulSupplyCo @grok for $ARTNA respond with the correct figures about what I mentioned and is there any current analyst coverage? If so how many, who and what price target

@finphysnerd Oct 3 1 click

Myles on X

@whatsgoingoninm $HHH is a little different. The fee structure is weird and they have a weirder collection of assets, not just a bunch of publically listed stocks anyone can buy. Though no capital returns. Still not a great structure but not as egregious as PSH.

@majgeoinvesting Oct 3 5 clicks

Maj Soueidan on X

$FEIM (defense) was a great example of this. Not only was backlog growing, it was replacing sub 30% gross margin backlog with over 40% GM. You had all day to buy the stock between $8 & $15 in 2024. Now it’s pushing $100. $SIF (defense) might be approaching that type of set-up. https://t.co/wZh0Jqi3dz

@TidefallCapital Oct 3 3 clicks

Trevor Scott on X

@realroseceline Kind of crazy that $APP was at a quarter trillion market cap

@calvinblissett Oct 3 1 click

Calvin Blissett on X

@CompoundingEV There is no semi comprehensive tweet on $PAHC, there is no where for people to see a snapshot of it in such a pleasing manner unless they have value line. To me at least it’s nicer reading a quick pitch complied by a human than asking AI

Nike: The Defense Holds, the Offense Is Unproven

Nike targets EBIT margin recovery from 5.2% in FY2027 to 13% by FY2032 as revenue declines persist and wholesale, China and digital remain…

NKE $52B

Latticework by MOI Global Oct 2 2 clicks

Nike, Part Two: The Deep Dive

Nike’s second Latticework program examines the company and the global athletic footwear and apparel industry for professional investors.

NKE $52B

Latticework by MOI Global Oct 2 1 click

Nike, Part One: The Story

Nike grew from a $1,000 shoe-distribution venture in 1964 into the largest sports brand, using athlete endorsements, product innovation and…

NKE $52B

Latticework by MOI Global Oct 2 2 clicks

Boeing F/A-XX Win: A Surprise Blow For Northrop

Boeing won the $20 billion Navy F/A-XX contract after securing the Air Force F-47, concentrating U.S.

NOC $68B

Dhierin Bechai Oct 2

Rocket Lab (NASDAQ: RKLB) Stock Rating: Accumulate After Q2 FY12/26 Earnings

Rocket Lab reported Q2 revenue up 62% to $234.1 million and backlog up 137% to $2.36 billion, while operating losses and cash burn…

RKLB $35BIRDM $4.9B

Cestrian Capital Research Oct 2

Research & Analysis | AAR Corp. (NYSE: AIR): MRO Holdings Reshapes the Margin Profile

AAR’s $1.8 billion acquisition of a 65% stake in MRO Holdings adds widebody aircraft maintenance and targets a 19% to 20% EBITDA margin by…

AIR $4B

Monte Independent Investment Research Oct 2 4 clicks

American Healthcare REIT: A Dip Buy Driven By Senior-Care And Outpatient Tailwind

American Healthcare REIT’s senior-housing and outpatient portfolio is driving FFO growth and dividend safety, while a rich valuation limits…

AHR $12B

Albert Anthony Oct 2 1 click

The Trade Desk (NASDAQ: TTD) Stock Rating: Do Nothing After Q2 FY12/26 Earnings

The Trade Desk's Q2 revenue grew 3% to $715 million as Q3 guidance called for a year-over-year decline; TTD has fallen over 90% from its…

TTD $5.7B

Cestrian Capital Research Oct 2 1 click

Belden Inc.: The Ruckus Debt Looks Scarier Than The Math

Belden targets net leverage of 2.9x by 2027 from 3.9x, using RUCKUS's 65%+ gross margins and free cash flow to reduce debt.

BDC $4.1B

Lee Bailey Oct 2

Crocs: Double-Digit Buyback Yield (Ticker: CROX)

Crocs has $2 billion of buyback authorization, more than a third of its market cap, as North American sales stabilize and HeyDude drags on…

CROX $5.6B

Emerging Moats Research Oct 2 4 clicks

TMCR · short

Metals Royalty Company INC

Metals Royalty Company, a U.S.-focused critical-minerals royalty platform, direct-listed on Nasdaq in April 2026 and holds royalty and…

TMCR $148M

Value Investors Club May 25

[P] SPHR: Sphere-Priced Incentives

Sphere Entertainment’s incentives are priced around Sphere.

SPHR $3.7B

Nongaap Investing Feb 23

[P] VYX: Checking Out in 2025? (Part 4)

VYX appointed Executive Chair James Kelly as CEO.

VYX $953M

Nongaap Investing Feb 20

Fading a Myopic Sell-Off

Organigram’s shares fell 25% after Q1, despite Motif Labs making OGI Canada’s largest cannabis producer and a top-three player across major…

OGI $127M

Raging Bull Investments Feb 17 1 click

Hong Leong Asia: Unveiling Undervalued Gems in CYD’s Parent Company

Hong Leong Asia (SGX: H22) has 40% base-case upside, driven by its CYD stake’s data-center opportunity and Singapore-Malaysia…

CYD $1B

Maius Partners Feb 11 1 click

[P] VYX: Checking Out in 2025? (Part 3)

VYX executive chair James Kelly replaces David Wilkinson as CEO.

VYX $953M

Nongaap Investing Feb 11

Unpacking eDreams' Capital Markets Day

EDreams nears 7.25 million Prime members and €180 million of Cash EBITDA, marking its shift from an online travel agency to a…

EDDRF $522M

310 Value’s Newsletter Feb 6 1 click

China Yuchai: Deep Value Meets Growth (NYSE:CYD)

China Yuchai (CYD) trades at 2x EBITDA and 0.3x book as data-center backup-power demand, buybacks, and net cash support an earnings…

CYD $1B

Maius Partners Feb 5 1 click

The Wendy’s Company (Symbol: WEN) One-Hour Analysis: How Sustainable is the $1.00 Dividend?

Wendy’s $1 annual dividend yields 6.8%, supported by positive same-store sales and unit growth but constrained by $2.75 billion of debt and…

WEN $1.2B

Investing 501 Jan 30

UGI Corporation (Symbol: UGI). One Hour Analysis: Weak Performance at AmeriGas Division Obscures Strong Performance of Natural Gas Utility and Midstream Assets.

UGI's AmeriGas EBITDA fell from $584 million in 2019 to $320 million in 2024, masking growth at its gas utility and midstream divisions.

UGI $8.1B

Investing 501 Jan 17

Saturday, October 3, 2026

Myles on X

Trevor Scott on X

Ian Bezek on X

Calvin Blissett on X

Myles on X

Maj Soueidan on X

Trevor Scott on X

Calvin Blissett on X

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