OSS Q3 FY12/26 Earnings Analysis
One Stop Systems grew Q3 continuing-operations revenue 36% to $12.6 million, raised FY2026 revenue guidance to $45 million, and used $11.8 million of operating cash.
Thursday, October 29, 2026
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Maj Soueidan on X
Hmm - Insiders give $XBP a lifeline? https://t.co/RKFuEsZfKa
catechwilliams on X
$JELD 12x levered facing insurmountable near-term debt maturities. Engaged advisors to sell assets to stem insolvency. Longshot odds given accelerating deterioration in end-markets and rising input costs. Setting up for a Q4 bankruptcy.
DOMO Capital Management, LLC on X
@Mr_Derivatives Simple - $FNMA and $FMCC down 55%+ YTD
Lee Roach on X
I continue to view $EVC as severely mispriced here. Market is completely missing the big picture. https://t.co/T1vGykkx1F
Tim Eriksen on X
@majgeoinvesting $ACFN is Acorn Energy not Acorn Financial.
A Capital on X
$KYIV < $13 is a gift if Jared and Trump are going to push a Russia-Ukraine deal through, especially before the midterms. The equity is basically an option on normalization. It’s a great company, it just trades with a massive “Ukraine discount.”
SG on X
$FOA has lost about 50% in the past 2 months. I have not followed closely since selling (at a loss) a while ago. Any good writeups on the current situation? https://t.co/af4l42xmfd
Maj Soueidan on X
Well, I guess $MG won’t be buying $ACFN. $MG gets acquired by H.I.G. Capital (investment firm). Next step, let HIG know about this little unknown company called Acorn Financial… and that it didn’t show up on their screens because it’s not a bank, as the name would imply🥹 https://t.co/zgmKJt0EiN
Investor Letters
All letters- O'Keefe Stevens Advisory Q3 2026 OCTV $5.7BCALY $2.8B
- East 72 Period to 30 September 2026 AVOL $8.1BFCODF $4.8B
- Broyhill Asset Management third quarter 2026 MFP $1.9BVVV $4.3B
- Alluvial Capital Management Third Quarter 2026 BSVN $553MFTLF $75M
- 1 Main Capital third quarter 2026 BFIT $2.2BHGV $3.3B
- Polaris Capital Management Third Quarter 2026 G $6.8BLKQ $5.1B
- Langdon Equity Partners Q3 2026 LOECF $740MATS $1.9B
- Halvio Capital Q3 2026 CZBS $126MMCCK $468M
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