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Tuesday, October 6, 2026

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@ActAccordingly 2 clicks

PAA Research on X

All trading below their 200-day moving averages right now: - Dow transports ($DJT) - Industrials $XLI - Retail $XRT - $GS Right at the 200-day MA - $KRE. $RUT seems destined to test the 200-day. Normal late September action, but it doesn't feel good. I guess we're setting the state for some golden crosses come late October/November or we're going lower. $MAGS carrying the day like 2024 when we dreamed of lower deficits and lower rates....
@Fierce__beast 1 click

Fierce_beast on X

I am short $INMD. The stock will go lower i think if the business continues to deteriorate. Unfortunately, the guidance changes and results have caused me to essentially lose a lot of trust in anything the management says. I have been following this company for years. Sparing you the details, my view is not that I think fair value is significantly lower, but rather that there is just very small chances it recovers its core business. I think the most likely case is that it languishes and underperforms the market over time. Short interest collapsed to low single digits after the deal was announced and it remained low even after the deal ended last week.
@calvinblissett

Calvin Blissett on X

To me that is not true and one of the common misconceptions on $BMBL, like someone insightfully mentioned word of mouth is a powerful thing. Especially in today’s day and age. Here is a real world scuttle butt example: I was talking to a girl about here boyfriend and how they met and how she meets guys. She said hinge, instagram tinder. She said hinge for dating, tinder for hook ups. If she mentions Bumble for dating that is a huge endorsement and whoever hears it is virtually certain to try Bumbls. If $BMBL is continuously successful at providing quality matches (Whitney’s goal) it will gain new users->leading to potentially more subscribers->leading to potentially more lost subscribers due to success->who will spread the word and create more inflowing subscribers than out flowing. Word of mouth may be the most powerful advertising force

Investor Letters

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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 $634M
The Mikro Kap 1 click

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 1 click

💥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

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 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” 1 click
ZOOZ · long

Zooz Strategy LTD

ZOOZ Strategy trades at a roughly 37% discount to the market value of its Bitcoin holdings and cash on a fully diluted basis.

ZOOZ $56M
Value Investors Club 2 clicks

Solid Power Still Has Promise

Solid Power reported a $0.11 Q2 loss and $419.3 million of cash, with its electrolyte pilot line and BMW and SK On validation central to…

SLDP $528M
Quad 7 Capital 2 clicks

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 7 clicks

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