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 MRP $3.7B

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

@majgeoinvesting Aug 17

Maj Soueidan on X

. @ChickenReaper did it again with $BDCO. He’s dialed in on this one. Great job with all the information arbitrage you found. https://t.co/n6fIYSh688

@TimyanBankAlert Aug 17 4 clicks

Timyan Bank Alert on X

Community Corner: $HBT Financial's buying power gives it an edge in Illinois bank M&A | S&P Global Market Intelligence https://t.co/R8CBN3O7t8

@TimyanBankAlert Aug 17 3 clicks

Timyan Bank Alert on X

Some may not have noticed that this fellow now on the $EGBN was a 3rd party rep on the $BRBS board. Activist investor prepares for round two with Maryland bank https://t.co/j264ThuQ0C

@TheBenSchmark Aug 17 2 clicks

JabroniCoin.USD on X

$ACMR evolving its institutional shareholder base as its earnings power & liquidity increase: US-listed bet on China Semicap. Capital Group now top 4. Ward Ferry, 12 West, Citadel… https://t.co/7mMHvefEYe https://t.co/cY0fynu04r

@TheBenSchmark Aug 17 3 clicks

JabroniCoin.USD on X

The $ENVX chart looks like a battery losing its charging capacity over time… https://t.co/kOK3rpZR17

@Mike10947310 Aug 17 2 clicks

Mike on X

$ESP - >$70B of funding for the submarines they are sole source suppliers of certain power components (e.g. transformers) to. Minor InfoArb: Trump's recent exec order (see photo). This does three nice things: 1. Establishes a component repair centair for critical components (what Espey makes) for submarines. This will increase depot stocking orders and can push demand to Espey ahead of actual submarines builds. 2. Freezing designs w/out approval from DoW is bullish incumbents 3. Given that the memo is identifying the need for robust supplier bases, I'd expect the possibility of more Naval grants/investments

@leevalueroach Aug 17

Lee Roach on X

Anyone follow $LFTO closely? What price does this get interesting? https://t.co/wBRnTTafXG

@majgeoinvesting Aug 17

Maj Soueidan on X

@InfoArbMonitor @BlackScholesMan @Mike10947310 @Diego_La_Torre_ @SimeonResearch_ @NickCortellucci I’ll kick this off… I think you all know mine … $SIF :) The Big misinterpretation👉 the non-cash LIFO charge, masking the record quarter the company reported.

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…

IRDM $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

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

$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital

Turning Point Brands' FRE and Alp nicotine pouches aim to become a third C-store brand behind ZYN and Velo as PMTA rules limit new entrants.

TPB $1.1B

Yet Another Value Podcast Oct 1 2 clicks

Mattel: M&A Buzz And A CEO Change Create Substantial Uncertainty

Mattel rose 19% on takeover speculation, but a potential $20-per-share bid, margin pressure and CEO transition leave its standalone…

MAT $4.8B

Seeking Profits Oct 1

How Ethos Sold Wall Street on AI While Powering an Analog Boiler Room

Ethos Technologies ($LIFE) sells AI-driven life insurance while relying heavily on multilevel marketing agencies using aggressive cold…

LIFE $2.6B

Hunterbrook Oct 1 1 click

Karman Holdings q2’26 Earnings Update

Karman Holdings reported 58% Q2 revenue growth, $1.3 billion backlog and margin expansion while replacing leadership and remediating…

KRMN $4B

Monte Independent Investment Research Oct 1

Innodata: The 45% Pullback Has Changed My View (Rating Upgrade)

Innodata's 45% pullback resets its valuation after two quarters of 50% revenue growth, though two customers still supply 71% of revenue and…

INOD $2B

Kurt Christensen Oct 1

AEGXF · long

Aecon Group Inc.

Aecon Group’s long thesis targets 50-80% share-price upside over 6-12 months as the company shifts beyond a complex special situation.

AEGXF $2.6B

Value Investors Club Jul 5 3 clicks

This Week in Special Situations: Pearson, CarMax, Talen Energy, KBR, Apollo Commercial Real Estate

Pearson, CarMax, Talen Energy, KBR and Apollo Commercial Real Estate lead a 33-company survey of activist campaigns, buybacks, M&A and…

KMX $7.2B

Latticework by MOI Global Oct 1 1 click

Ladder Capital: Grab This Diversified, Investment-Grade Mortgage REIT At Below Book Value

Ladder Capital trades below book value with high yield, but faces margin pressure and office-loan exposure despite diversified funding and…

LADR $1.1B

Albert Anthony Oct 1

Group 1's CEO Said "Competitive Advantages and Opportunities." A Car Dealer? I Went Looking.

Group 1’s 19% ownership cap, tied to automaker franchise agreements, frames Conifer’s 1.9 million-share stake and potential buyback-driven…

GPI $2.7B

Cannibal Stocks Oct 1 1 click

Not So Fast

Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.

EVC $598M

The Mikro Kap Oct 1 3 clicks

Q3 2026 Consolidated Holdings, Performance, and Ideas

Irrational Analysis reports 51.55% outperformance versus a semiconductor ETF, adding Credo for SerDes and QMCO for AI-driven tape storage…

QMCO $1B

Irrational Analysis Oct 1

LeMaitre Vascular: The Q2 Miss Hides A Stronger Acquisition Machine

LeMaitre Vascular’s shift to larger acquisitions lifted its success rate to 80% and gross margin to 72%, supported by $376 million of cash…

LMAT $1.9B

Bruno Montoya Amador 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 $58M

Atrium Research - Equity Research Sep 30 1 click

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 $526M

Calvin Blissett Sep 30 4 clicks

Undercovered Dozen: Vicor, Rayonier, Accenture And More

Vicor, Rayonier, Accenture and nine other lesser-covered stocks make up Seeking Alpha’s Undercovered Dozen.

RYN $5.6B

The Undercovered Dozen Sep 30 4 clicks

Saturday, October 3, 2026

Maj Soueidan on X

Timyan Bank Alert on X

Timyan Bank Alert on X

JabroniCoin.USD on X

JabroniCoin.USD on X

Mike on X

Lee Roach on X

Maj Soueidan on X

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