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 $243M

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

@jawagner92 May 8

Odd Lot Arbitrageur on X

MDVT is smaller and trades at approx. half the multiple of CMTV. Disclosure: long $MDVT

@jawagner92 May 8

Odd Lot Arbitrageur on X

Dominant local franchise: 5 branches and 56% deposit market share in Addison county. ~2/3 of loan book in resi mortgages. Owns most of its office locations and 50% of a $1.6b trust company in a JV with $CMTV.

@jawagner92 May 8

Odd Lot Arbitrageur on X

National Bank of Middlebury $MDVT: one of the oldest community banks in the country; received its charter in 1831. Trades at +/- 7x ntm earnings. https://t.co/ZryrKkgLGm

@ToffCap May 8 1 click

ToffCap on X

I'm perfectly fine doing this EVERY quarter $MRX https://t.co/xMuf6mnfZZ https://t.co/Jb4Fy7UUyi

@Adam_Wyden May 8

Adam D. Wyden on X

That feeling when the country’s top consumer small cap fund files in one of your biggest horses…. https://t.co/kIzir9QGPI On 27 numbers we can get to ~35.00 of NAV/share and that’s before buybacks! $codi

@TimyanBankAlert May 7

Timyan Bank Alert on X

Stilwell group nominee for $PFBX board inches closer every year. https://t.co/nT7keZuDLT

@LittleOwlRes May 7 1 click

Little Owl Research on X

My report on $RAVE for anyone interested. https://t.co/heQF6riN6X

@psyopcapital May 6

Psyop Capital on X

https://t.co/T8yX0dSc2e $OTCM rev +15% EBIT +19%

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 $3.9B

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 $5.8B

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 $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 $1.3B

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 $2.5B

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 $1.9B

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 $2.4B

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 $2.9B

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 $606M

The Mikro Kap Oct 1 6 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 $49M

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 $531M

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

Odd Lot Arbitrageur on X

Odd Lot Arbitrageur on X

Odd Lot Arbitrageur on X

ToffCap on X

Adam D. Wyden on X

Timyan Bank Alert on X

Little Owl Research on X

Psyop Capital on X

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