Verra veerer
Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance points to a sharp slowdown.
Saturday, October 31, 2026
Back to today
From X
Maj Soueidan on X
Microcap Earnings Calls I’m tracking tomorrow + why: $MDP.TO New drug momentum $TISI Turnaround + activist $ACCS Competitive environment $BWEN Turbine business pulse $ATGN Hail Mary $FF Nice Q per @GrumpierBTDay $TACT Recurring revenue push $OPXS Backlog trends @InfoArbMonitor https://t.co/Ca9uFHBWVM
Mikro Kap David on X
For reference, this is what an impressive quarter from $EVC looked like just a year ago. Covered my thoughts on Q2 2026 in the paid chat. Heading to sleep now. https://t.co/h1BLsnRzvE
SG on X
$FF results looked good to me. I remain long and may add. https://t.co/GHDH7wjRX9
Mikro Kap David on X
It only took a 20-second glance at $EVC Q2 '26 results to see that Smadex is once again firing on all cylinders—230% revenue growth (another fucking acceleration) and EBIT up 673%, topping $40M for the segment. In a single quarter. 🤯 (missed Q1 tweet due to Champions League) https://t.co/4WsDSlnD1g
SG on X
$CHMI to be acquired by $MITT in cash + stock deal. https://t.co/OX3l8bgvDj
Maj Soueidan on X
Here’s the facts on $SIF: •Sales up 18% on volume + pricing power •Backlog up YoY & sequentially •Adjusted EPS was 51c vs 2c, not a 1c loss vs 54c! •Mgmt EBITDA calc even includes a one-time gain! Wouldn’t be surprised if SIF recoups the entire pullback, pretty swiftly. https://t.co/JTnYurzxzT
Maj Soueidan on X
$SIF 35% pullback is going to be glorious. 🤣was their best qtr, yet. “This is a lesson on why you need to read press releases and filings, thoroughly, not just relying on headlines or even AI for your investment decisions. The manual process is your edge in smaller cap land.” https://t.co/iXr8inbjpr
Investor Letters
All letters- Curreen Capital July–September 2026 GETB $53MTRUE-B $624M
- Alluvial Capital Management Third Quarter 2026 BSVN $553MFTLF $75M
- 1 Main Capital third quarter 2026 LMB $595MWILD $229M
- Langdon Equity Partners Q3 2026 LOECF $740MAVTS $409M
- Halvio Capital Q3 2026 CZBS $126MMCCK $490M
- GreensKeeper Asset Management Q3 2026 ABANF $249MTVAGF $79M
- Miller Value Partners third quarter 2026 FOSL $451MGTN $510M
- Artisan Partners Q3 2026 6287 $538MFLRAF $438M
Smart Fit: Global Fitness Ambitions (Ticker: SMFT3)
Smart Fit, Brazil’s SMFT3, is expanding its low-cost gym network across Latin America, with corporate-wellness platform TotalPass adding to…
Build-A-Bear (BBW) Part II: The Scion Capital Analyst Tempate and the All Map
Build-A-Bear’s lease overhaul, off-mall expansion and partner-led wholesale growth reshaped a debt-free retailer with $80 million EBITDA,…
This Week in Special Situations: Mattel, Winnebago, PayPal
Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.
Duos Technologies Pivot To Data Center Pods Is Gaining Traction
Duos Technologies, DUOT, has shifted to modular edge data center pods, with Q2 revenue up 30% to $6.18 million and FY27 revenue guided…
Shareholders Unite 2 clicks
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…
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…
Rafa F. Oliver, CFA 4 clicks
How to Read a 10-K Like a Short Seller
A four-layer 10-K framework tests revenue timing, receivables, reserves and depreciation against cash flow, using Hertz’s 2012-14…
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…
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…
💥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.
SAMG · long Silvercrest Asset Mgt
Silvercrest Asset Management is framed as undervalued while funding an ambitious investment cycle.
HUYA Q3 2026 Preview: Game-Related Services And Advertising Take The Wheel
HUYA’s Q3 consensus calls for $268 million in revenue as game-related services and advertising offset live-streaming pressure; its buyback…
Astrada Advisors 
I went through all 142 companies in Value Line this morning. Here are the 6 that made it
Six Value Line small caps including Blackbaud, Marqeta, Ranger Energy and Definitive Healthcare trade on net cash, buybacks, low multiples…
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…
Unicycive (UNCY):
Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…
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…
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.
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…
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.
AGI Inc: The Bargain Is Even More Attractive
AGI Inc trades at 5.6x earnings after a 35% post-IPO decline, despite roughly 30% ROE and resilient INSS payroll-loan growth.
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