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 $248M

Kairos Research Oct 2 2 clicks

Oct 2 HUCK $145M

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

Hidden Rock Capital's Newsletter 5 clicks

Oct 1 EVC $598M

Not So Fast

The Mikro Kap 1 click

From X

@Mike10947310 Aug 19 3 clicks

Mike on X

@mathlonning $SIF especially, I thought the Q was good

@pernasresearch Aug 19

Pernas Research on X

Nothing decays faster than borrowed conviction…… $CEPL melt up then sell off https://t.co/yD9uwh2wdD

@mavix_leon Aug 19 3 clicks

mavix on X

I just published the Earnings Update about the Q2 2026 results of Leatt $LEAT. You can find it in the Portfolio section of the blog :) https://t.co/HSSFsXmH3R

@stockgutter Aug 19 1 click

SG on X

Covered my short of $AZ today at a slight loss. I still am skeptical but have to admit that the company has been executing better the last two quarters.

@BlueDuckCap Aug 19 1 click

BDC on X

This is really bullish $STLN. Their data underpins much of the potential here in oncology immunotherapies. https://t.co/mimQBZ9OM2

@stockgutter Aug 19

SG on X

surprised to see the dip in $CCXI (SPAC to acquire Agility Robotics) today following the huge interest in Unitree IPO. https://t.co/wo7Hx1xVQL

@majgeoinvesting Aug 19

Maj Soueidan on X

I used to like $EML, but it was never able to sustain the momentum it was gaining prior to COVID, partly due to its exposure to the cyclical trucking market. It's recent acquisitions in the aerospace could make it interesting again. https://t.co/u7uvBGERlA

@finphysnerd Aug 19

Myles on X

@FriendlyCapMgmt Am short both. Though I feel like they were a bit more mainstream especially $EOSE. I'd put stuff like $ABXX, $MRDN, $FNGR into the bucket.

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 $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 $561M

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 $143MIMXI $376M

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 $132M

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 $702M

Substack von Philipp Sep 26 7 clicks

Updates

FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.

FGPR $248MPRTH $644M

Nat Stewart - Stock Picking Newsletter Sep 25 8 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 $401M

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 $74M

Atrium Research - Equity Research Sep 24 7 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 $173M

Henrik Alex Sep 24 4 clicks

ELME · long

Elme Communities

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

ELME $156M

Value Investors Club Jul 3

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 $950M

The Supercycle Investor Sep 28

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 $472M

Calvin Blissett Sep 21 3 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 $501M

Calvin Blissett Sep 20 4 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 $154M

Dorine Cherop Sep 18

Evolus: Aesthetic Spending Bounceback (Ticker: EOLS)

Evolus posted 21% quarterly revenue growth as U.S. facial-injectable spending bottoms, while making progress toward GAAP profitability.

EOLS $515M

Emerging Moats Research 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 $702M

Latticework by MOI Global Sep 18 1 click

Initiation Report

Zentek initiation report.

ZTEKF $58M

Atrium Research - Equity Research Sep 13 4 clicks

The Groupon Turnaround — Dušan Šenkypl & Rana Kashyap | Ep. 3

Groupon CEO Dušan Šenkypl and CFO Rana Kashyap discuss rebuilding the local-experiences marketplace with AI infrastructure, better…

GRPN $762M

Mispriced Assets Sep 11 5 clicks

Independence Realty Buying Centerspace: Opportunity And Implications

Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…

CSR $941M

Dane Bowler Sep 11

Saturday, October 3, 2026

Mike on X

Pernas Research on X

mavix on X

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BDC on X

SG on X

Maj Soueidan on X

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