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
catechwilliams on X
$NX Just acquired peer Tyman. >3x leverage, never done a deal before, commodity business, customers all cutting numbers w deteriorating resi remodel activity ($AMWD yesterday, $MBC, $OC, $JELD). Stock is trading at close to 14x EPS. Seen this movie before. Earnings next week.
Brian McGough on X
Nice blowup today on Best Idea Short $ONEW. But this name should literally be down 40%+ on these horrible numbers. Stock has been a nice 50% gain short side. But Crime Dog wants more...
Brian McGough on X
Only ONE Firm has a 'Short' on $HELE today... Those $140 price targets are going to have to come down by well over $100...Just sayin... https://t.co/PAUJtlnhCv
Brian McGough on X
Congratulations to $HELE management for executing the worst timed stock repo I've ever seen. Buying $100mm in the quarter just shows how little they know about what's actually going on with their business. @HedgeyeRetailJM is this a ZERO?
Brian McGough on X
$HELE elevated on Short list last month, and delivered a killer Black Book outlining why you want to short the name everyone thinks is so damn cheap (which it's not) last week. Stock could still be cut in half from here -- even on a big down move today. https://t.co/YN5Hrtfu8q
Idea Brunch on X
Special thanks to @alexbossert for his great Idea Brunch today including his background, his great experience with $SODI, and his pitch for $CZBS! https://t.co/hx81VazVXd
Voss Capital on X
Here is a link to our Q1 2024 letter. https://t.co/mVYPJrgCr1 $SWI $IMXI $ALTG $GENI $RTO $RCM $SLCA @jonrice80 @taylor_hndrson
Little Owl Research on X
@ragingbullcap @PropertyBigE $SEG could get very interesting. It'll be well capitalized and the approval of 250 Water St. definately doesn't hurt. I still need to see the S-1 filing and terms for the offering before making any major decisions but they've piqued my interest.
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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Sectors
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