Wednesday, October 7, 2026

Both Up Fintech $TIGR and Futu $FUTU benefited from Asians YOLO-ing into 3x levered long MU and SPCX ETFs, with FUTU now up significantly since the regulatory crackdown in May. They only started throttling Mainland accounts in mid-June so the real impact won't be visible until next quarter. ~12x P/E ex-Mainland if you annualize Q2, although Q3 is bound to be a little weaker.

@StableBread Oct 7

Fajasy on X

@UncleAlpha007 @burningbushcap @mkfilko @JonahLupton TCV/EV leaves out the capex each contract needs before it bills. $BRUN's own ratio is 1.2-1.4x TCV/capex, so the $525M deal implies ~$375-440M of GPUs up front. Most of that rides on Dell and lease financing, tho the first $20M software license installment is due this month too.

@majgeoinvesting Oct 7

Maj Soueidan on X

Tomorrow’s @GeoInvesting Open Forum is going to be a good one … Topics include: $PPIH $SIF $FEIM $IEHC $OCC $LEAT $BUKS $PXHI https://t.co/9uSE1PY6Le https://t.co/2ufzLyHqXX

@blondesnmoney Oct 7

Cluseau Investments on X

Any mreit guys with an opinion on $RWT

@DeepSailCapital Oct 7

Deep Sail Capital on X

$SNWV - What a long downward trend it has been. Sunshine ahead maybe, if the CMS reimbursement is reversed? To be fair I have sucked it up big time on this name so you should likely not listen to me. https://t.co/BNNNtBbpxU

@stockgutter Oct 7

SG on X

@DeepSailCapital did about 100% on $CAR sympathy this spring. From a lower base here $HTZ % returns could be much higher this time.

@DeepSailCapital Oct 7

Deep Sail Capital on X

$HTZ is the first potential real short squeeze of any size we have tracked in the last 3 months. Not there yet, but it has all of the needed elements.

Pyxis Oncology: Better Runway Is Bullish For MICVO's Remaining R&D

Pyxis Oncology's recent financing extends MICVO's runway to clinical milestones as the oncology candidate works to establish a safe,…

PYXS $168M

Myriam Alvarez Oct 4 2 clicks

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…

EVI $248M

Kairos Research Oct 2 2 clicks

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

Huckleberry.AI trades near $3.30 against $221 million of cash and $900 million-plus of NOLs after selling its operating business, creating…

HUCK $145M

Hidden Rock Capital's Newsletter Oct 2 5 clicks

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 Oct 1 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 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

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

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

BUR · long

Burford Capital Limited

Burford Capital is presented as a long investment idea.

BUR $772M

Value Investors Club Jun 26 2 clicks

PesoRama ($PESO.V) FINS Review

PesoRama’s 0.64 current ratio, operating cash burn and 111% annual dilution offset 36% Q1 revenue growth, despite replacing an 18.5% loan…

PSSOF $89M

Wolf's Substack Jul 2 3 clicks

A Growing Business at a Discount to Its Own Cash

GrabAGun’s $68 million market capitalization sits below $98.5 million net cash, while PEW Logistics and ammunition subscriptions target…

PEW $58M

XIX Value Jun 28

The Biggest Bull Signal On Entravision

Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.

EVC $634M

The Value Road Jun 26 5 clicks

Aimia. Allocator Takeover, Trading Below Book Value. A war-chest of cash ready to deploy

Aimia trades at 0.75 times pro forma book value, with C$163 million to C$192 million of cash after the Bozzetto sale and Rhys Summerton…

AIMFF $161M

Kairos Research Jun 23

Deep Fission (FISN): A Mile Deep, and Already Underwater

Deep Fission’s Blue Owl backing is a $20 million minority investment tied to a nonbinding MOU, while its June IPO raised $40 million at $16…

FISN $270M

Mispriced Assets Jun 22

Single Stock Spotlight #10: Mammoth Energy Services (TUSK)

Mammoth Energy Services rose above $3 after trading below net cash, aided by divestments, first-quarter adjusted EBITDA profitability and a…

TUSK $137M

Hidden Rock Capital's Newsletter Jun 18

The Arithmetic: How a $9 Spanish-Language Broadcaster Becomes a $100 AdTech Stock

Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.

EVC $634M

The Value Road Jun 15 4 clicks

Braemar Hotels & Resorts: Internalizing Management

Braemar Hotels & Resorts is internalizing its management.

BHR $101M

Clark Street Value Jun 12 6 clicks

ADF Group Inc. ($DRX.TO) FINS Review

ADF Group’s Q1 FY2026 revenue rose 78% to $99.3 million and net income 37%, aided by the LAR acquisition despite steel and aluminum tariff…

ADFJF $322M

Wolf's Substack Jun 9 1 click

Wednesday, October 7, 2026

Lee Roach on X

KEDM.com on X

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Deep Sail Capital on X

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