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

@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.

@finphysnerd Aug 18

Myles on X

I forgot $ENVX existed. Hilarious, CEO is jumping ship. Wish I shorted more. I need to find more of these tier 2 meme stocks, I feel like they are way better shorts than your mainstream stuff. Scams that have weird niche followings but haven't hit the mainstream.

@finphysnerd Aug 18

Myles on X

$EUR.ax $CRML merger recut in whoop. Still looks attractive here at a 17% spread with a clearly very motivated buyer and a reasonably short timeline. Easily hedgable with 10% borrow.

@stockgutter Aug 18 1 click

SG on X

@siyul $LX had a bit before but really sized up today. China fintech lender that either adapts to changing regulations and emerges ok, or gets wiped by credit cycle. Bet is the former. Reports Aug 31.

@stockgutter Aug 18 1 click

SG on X

Seems like a good comparison from the little I know about $swag. Differences: Stran seems more national in scope, with a large casino presence and a digital business that $admq does not have. ADM Endeavors may want to be national but really is mostly Texas. Also has a school uniform biz.

@OddDiligence Aug 18

Odd Diligence on X

$NTWO new DA with FORT Robotics, $500M EV, current price $11.17 ($10.78 NAV value for the SPAC) They build hardware and software for robotics to make them safe to operate - whereas CCXI (Agility Robotics) directly builds humanoids FORT Robotics partners with NVIDIA and Google. PIPE with Tiger Global, Prologis Ventures, Mark Cuban SPAC has 17.25M float. 6M shares traded so far- good start towards churning the arbs https://t.co/nHFAVGwnlQ (im heavy long both ccxi + ntwo)

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

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 $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

Pioneer Bancorp Has One Too Many Red Flags

Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a…

PBFS $437M

Crimson And Gold Research Sep 17 4 clicks

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 $19M

Calvin Blissett Sep 17 1 click

Saturday, October 3, 2026

SG on X

Maj Soueidan on X

Myles on X

Myles on X

Myles on X

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Odd Diligence on X

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