Wednesday, October 28, 2026

Daktronics (DAKT): Dominant Leader | Deep Dive

Daktronics, the leader in U.S. sports video boards, targets 10-12% EBIT margins after shifting production to China and Mexico and exiting unprofitable international work.

DAKT $977M

Hidden Gems Investing Oct 28 6 clicks

Oct 26 HTZ $684M

How to Read a 10-K Like a Short Seller

Jimmy's Journal 69 clicks

Oct 24 RNGR $315M

I went through all 142 companies in Value Line this morning. Here are the 6 that made it

Calvin Blissett 81 clicks

From X

@mavix_leon Aug 14 2 clicks

mavix on X

Leatt $LEAT Q2 '26 results: ▫️Revenues +1% *Consumer Direct +68% *Dealer Direct -2% *Distributor -6% ▫️EBIT -17.7% ▫️Net income -20% ▫️Cash of $19.5 million (+48%) ▫️Temporary supply chain timing challenges (now resolved) ▫️Consumer demand remains strong https://t.co/z8aStbpiKa

@majgeoinvesting Aug 14

Maj Soueidan on X

This is the kind of stuff that gives microcaps a bad name. $SURG cites a large income number in their press release headline, but the adjusted number is a loss. GAAP accounting allows this, but it’s so wrong and shouldn’t be allowed. Shares are up. Someone’s going to get hurt. https://t.co/kYsB4WXMND

@leevalueroach Aug 14

Lee Roach on X

My take from the $PUBM call is that TradeDesk disrupted their business and now other DSPs are taking share on their platform. If you dig through TradeDesk results, they really messed up. I think there is significant amount of white space for other DSPs to take share from there. https://t.co/5eYrLcwNft

@leevalueroach Aug 14

Lee Roach on X

I posted this mental model of $EVC in May when the stock was in high $7s. My price target for the company is $10 billion equity value or around $100 per share. Apparently some funds bought into Entravision based on this and didn’t do much of their own homework. I didn’t think I needed to say this but do your own homework if you buy a stock. I’m just some dude in rural America. I never went to college. Worked third shift in a factory all my adult life. Now I talk about stocks I like, invest my money and tweet jokes. That being said, nothing has changed with my thesis on Entravision being a potential multi-bagger. Q2 was an amazing quarter. Q3 will be an amazing quarter. You don’t measure a businesses success over a quarter, which it seems like many are doing. The best investing is done over long periods of time. Patience is the best tool for the best success. Tell me, has anything changed with the thesis? The industry is growing at a 30-50% annual rate. As long as Entravision can keep improving their models they will likely continue to grow at the industry rate. And over the past few years they have smoked the industry. One quarter of deceleration? Who cares. They probably had a model breakthrough in Q2 that accelerated revenues and I’m sure the World Cup also helped their CTV business. And to be frank, this management team is one of the most conservative teams I know. They literally start every call talking about the dying media business. Do the math on what Q4 implies if you think it’s over. Just do it. The DSP business model is one of the best I’ve ever seen. Low capital costs. Extremely high incremental margins. Scalable. Negative working capital. Back out of the media business and the spectrum assets - which are looking like they could get bid over near-term (near term is way different for me than Wall Street’s two second of pleasure btw) and you are buying Ad-Tech for an extremely low multiple, or close to nothing. I could be wrong. I don’t think there’s crazy downside here. But just remember, I’m not from the industry. I made bathtubs for a living until I started blogging. So definitely do you own research before buying blindly based on my thoughts. It is hilarious though that hedge funds were buying because of my research. Can’t wait to tell some of the guys at the shop I worked at about that. Over some Steel Reserve and Lucky Strike smokes, of course.

@majgeoinvesting Aug 13 1 click

Maj Soueidan on X

If you ever owned recently acquired $CRAWA, you might also follow $PKOH (family ties). It’s is up 138% this year. Logistics and supply chain solutions is a great trend to follow. So many stocks have seen their valuation re-rate, in what’s typically been a low P/E industry https://t.co/6xaCGQf5nF

@stockgutter Aug 13 1 click

SG on X

Did $FFAI just post the worst gross margins of any EV shitco? $1.35m revenue / $11.54m cost of revenue https://t.co/8quolRi1gN

@KEDM_COM Aug 13

KEDM.com on X

Long Cast Advisers is pitching Pro-Dex $PDEX, saying Zimmer’s mBos robot launch and the contingent value rights from its Monogram acquisition could drive an exceptional transformation in operating cash flow, justifying a substantially higher corporate value. https://t.co/eiJmjA9OKP

@junkbondinvest Aug 13

junkbondinvestor on X

Wow, $LESL 1L TL trading ~20 cents Operating picture much worse than expected and they just withdrew guidance Restructuring inevitable at this point https://t.co/nv7uYbpOVn

Namib Minerals: Research Flash

Namib Minerals’ How Mine mill reached 55,000 tonnes per month, 36% above prior capacity, while a proposed $30 million Ecobank facility…

NAMM $43M

Atrium Research - Equity Research Oct 25 2 clicks

Bimergen Energy: Research Flash

Bimergen Energy filed for a Texas retail-power license to supply data centers directly and gained eligibility for federal contracts through…

BESS $19M

Atrium Research - Equity Research Oct 25 3 clicks

💥Is Getty a Prepack in Name Only?💥

Getty Images' 2026 Chapter 11 filing is challenged as a prepack after warrant litigation, a failed Shutterstock merger and AI pressure.

GETY $8MSSTK $160M

PETITION Oct 25 4 clicks

Research & Analysis: ERock, Inc. (NYSE: EROC)

ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity…

EROC $402M

Monte Independent Investment Research Oct 23 11 clicks

Unicycive (UNCY):

Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…

UNCY $104M

Triple S Special Situations Investing Oct 22 4 clicks

Moon River Moly: Research Note

Moon River Moly’s updated Davidson PEA lifts after-tax NPV to $1.24 billion as flotation raises tungsten output 350% and cuts molybdenum…

MRIVF $22M

Atrium Research - Equity Research Oct 21 4 clicks

BMBL 2026-10-21

Bumble is being taken private

Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.

BMBL $790M

Modern Value Investing Oct 21 8 clicks

GLOO, part two

Gloo faces related-party deals, insider-heavy IPO ownership, acquisition losses and $84.5 million of CEO-backed puts as it burns cash and…

GLOO $268M

Guardian Research Oct 21 4 clicks

Carecloud News

CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.

CCLD $75M

Calvin Blissett Oct 20 12 clicks

💥Hain Celestial: Earthly Issues💥

Hain Celestial sold its North American snacks business for $115 million as declining sales and EBITDA left $558 million of secured debt…

HAIN $14M

PETITION Oct 20 6 clicks

SAMG · long

Silvercrest Asset Mgt

Silvercrest Asset Management is framed as undervalued while funding an ambitious investment cycle.

SAMG $85M

Value Investors Club Jul 29

Build-A-Bear Workshop: The Price Assumes Its Worst Quarter Lasts Forever

Build-A-Bear Workshop’s failed pre-made toy line compressed margins, but resilient children’s sales support a $39.39 fair value estimate…

BBW $363M

Rafa F. Oliver, CFA Oct 26 4 clicks

LXS.DE: a 2028 sale it can force

Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.

LPTH $537M

Trade Ideas Flow Oct 19 21 clicks

Sell Eagle Point Credit Now - Match The Loss With Portfolio Gains To Lower Income Taxes

Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.

ECC $350M

Anthony Cataldo Oct 19 5 clicks

Build-A-Bear: A Narrower Path

Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.

BBW $363M

TSOH Investment Research Oct 19 18 clicks

LendingTree (NASDAQ: $TREE) – A Cyclical Comeback Story Priced as if the Cycle Never Turns

LendingTree derives roughly two-thirds of revenue from insurance and trades near 4 times expected adjusted earnings despite record revenue,…

TREE $405M

Substack von Philipp Oct 19 11 clicks

40 Stock Pitches (12th-18th October) 🖨️

Elutia’s antibiotic-eluting surgical matrices target breast-surgery infections, with Minot Light valuing $100 million in sales at a…

ELUT $37M

Capital Employed Oct 19 71 clicks

First Financial: Acquisitions Drive 2027 Growth

First Financial’s merger with First Illinois Financial is expected to lift net interest income and ROE from 2027 after Q2 net income rose…

THFF $942M

Sorrento Research Oct 18 2 clicks

GLOO: Gloo's own filings make the short case

Gloo's $3.25 follow-on, going-concern warning and $28.0 million first-half cash burn frame the short case against its acquisition-driven…

GLOO $268M

Guardian Research Oct 16 18 clicks

Twenty Years in the Dark

Tower Properties, $TPRP, went dark after a 2006 squeeze-out cut holders below 300, leaving a Kemper-controlled apartment and office…

TPRP $128M

Orphan REITs Oct 16 6 clicks

Publications we follow

Every publication on this site, hand-picked.

129 publications

YouTube 4

Blogs 15

Seeking Alpha 69 of 272

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts

Nominate an account

Investor letters we follow

255 firms

Sectors

Ordered by how often our editor reaches for them.

Wednesday, October 28, 2026

mavix on X

Maj Soueidan on X

Lee Roach on X

Lee Roach on X

Maj Soueidan on X

SG on X

KEDM.com on X

junkbondinvestor on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 69 of 272

X accounts we follow

Investor letters we follow

Sectors