Wednesday, October 7, 2026

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

SA 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…

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…

Not So Fast

Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.

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…

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…

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…

💥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…

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

SA 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…

ALLT · long

Allot LTD

DDI Double Down Interactive (Brief writeup)

DoubleDown Interactive trades near its $485 million cash balance while generating $150 million of annual free cash flow, with acquisitions…

Net Lease Office Properties: Office Basket, REIT Spin/Liquidation

Net Lease Office Properties is a REIT office basket pursuing a spin-off and liquidation.

GCI Liberty: Cheap, Tax Asset, Malone Fatigue?

GCI Liberty trades cheaply, holds tax assets, and faces investor fatigue with John Malone.

Pt III: A High Quality Tech Provider with an Emerging Event-Angle

IMAX China, Hong Kong-listed 1970, is IMAX’s exclusive Greater China licensee, earning box-office-linked fees from premium large-format…

NL Industries

NL Industries’ $330 million market value is backed by $626 million of public stakes and cash, less estimated legal fees, creating a…

Special Situation: Trading at Net Cash, 35% FCF Yield

DoubleDown Interactive (DDI) traded at net cash and a 35% free-cash-flow yield after a secondary offering, while its social casino business…

Golden Dome, Quantum, Next-Gen GPS, Oh My... ($FEIM)

Frequency Electronics ($FEIM) trades at its lowest EV/EBITDA multiple since 2016 despite satellite-timing exposure to Golden Dome spending…

NSTS Bancorp: Post 3-Year Thrift Conversion, Possible Sale

NSTS Bancorp’s three-year thrift-conversion anniversary could clear the way for a potential sale.

Hallador's "Beautiful, Clean Coal": Near Term Catalyst w/ 200% Upside ($HNRG)

Hallador Energy's Merom plant cleared a MISO review, setting up a potential data-center PPA that could transform the coal miner into a…