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Monday, November 2, 2026

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@majgeoinvesting 1 click

Maj Soueidan on X

Linda actually just bought a little not too long ago. So, not sure she’s a seller anytime soon. But, I need to be honest. I really liked Linda. I viewed her as one of those high quality CEOs you rarely see at the microcap level. I’m surprised/saddened she’s moved on from $KRMD, although she’s exiting at the top of some of her accomplishments at the company. •Pharma partner platform •Product innovation (high volume infusion, pre-filled syringes) •Reaching profitability, although minor. This is where I was hoping to see better traction (been a while since i looked, but not sure if they hit original timeline on gross margin target). All and all, KRMD is a recurring revenue machine. I’m surprised no one has bought them yet. The new CEO looks legit, but I would have loved to have seen Thomas Patton involved in the company, at least at the Board level. He never seemed interested whenever I brought it up - when the founder and Board were battling. So much of what he has touched has turned into home runs and in exits… Although $ECOR didn’t quite workout, but to be fair, he was only on the Board. His CEO record is impeccable. @ipo_candy @MoneyMarkStocks @neilcataldi - Tom should be your next call.

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When the liquidity does not add up

Arbor Realty Trust’s dividend suspension is presented as creating $60 million of liquidity, raising questions about its ability to meet…

ABR $2.2B
John Hempton's Newsletter 4 clicks

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…

VRRM $333M
The Oak Bloke 3 clicks

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…

OSS $117M
Cestrian Capital Research 1 click
PRIM · long

Primoris Services CORP

Primoris Services, a $5 billion EPC contractor, has fallen about 60% from its peak.

PRIM $3.9B
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