Stevanato down 30%. Yikes.
Stevanato fell 30% after forecasting low-single-digit 2027 growth as lower Nexa syringe volumes from a GLP-1 customer offset solid Q3 margins and non-GLP biologics demand.
Tuesday, November 3, 2026
Back to the front page 
From X
Voss Capital on X
Voss Nominates Three Candidates for $GFF Board -- We believe the stock is worth $50 & the best way to remedy the perpetual conglomerate & governance discount is to take the following steps: ▪ Immediately refresh the Board with truly independent directors who will hold management
Voss Capital on X
$WU calling out Latin America and Mexico as the brightest growth spots this Q. Great read through for $IMXI. "Latin America was probably the one brighter spot that continued to recover a little bit from last year because Latin America has less relative digital business growth"
Voss Capital on X
$IMXI is consistently outgrowing hedge fund favorite $MGI and $WU by about 20%.
Voss Capital on X
Jon's updated thoughts on $IMXI after the Q2 earnings report.
Voss Capital on X
We are still optimistic on the manufactured housing space given migration to rural areas and record low housing inventory, especially at the low end (<$250k). $LEGH is the by far the cheapest, highest margin and has the highest ROIC.
Voss Capital on X
Long $MBIN. Excerpt from Voss's Q4 letter.
Voss Capital on X
1 more pt on $EXTR & IoT. They're now able to license some of their software & Cloud IQ suite of apps to 3rd party IoT hardware makers & will make a big push into this. Obviously this increases their SaaS TAM by several multiples of just their networking equipment hardware base.
Voss Capital on X
Lastly, it is interesting to note that $EXTR is collecting well over 1 petabyte of data per day from their network users. They analyze this and use it to give customers performance data insights. Not the webinar, but here is an EXTR IoT overview video:
Investor Letters
All letters- Protean Funds October 2026 AAK $4.6BVIMGF $2.2B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 LASR $1.9BTWST $8B
- Palm Harbour Capital third quarter 2026 ALFLE $116MCEVMF $5.3B
- Curreen Capital July–September 2026 CLVT $1.4BAAP $2.9B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.6BCALY $3B
- East 72 Period to 30 September 2026 AVOL $8.3BFCODF $4.8B
- Broyhill Asset Management third quarter 2026 MFP $1.9BVVV $4.4B
- Fairtree Asset Management Q3 2026 SSL $9.7B
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Idea Brunch with Jamil Tahir of TurnMark Capital
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Portfolio Update: October 2026 + Q3 Earnings outlook
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Travelzoo ($TZOO): Members Pay Up Front, GAAP Calls It a Loss, and the Market Prices It Like It's Dying. I think the stock can 4x
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When the liquidity does not add up
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Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…
Aura Biosciences: A Pivotal Trial Engineered With Room To Spare
Aura Biosciences expects pivotal Phase 3 bel-sar data in early choroidal melanoma in 2027, funded by $323.8 million of cash into the first…
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Life360 ($LIF): The Family App Wall Street Fell Out of Love With
Life360 has fallen 60% despite 40% revenue growth, 100 million monthly users and profitability, as its family-safety subscriptions and…
TSOH Weekly Roundup (10/30/2026)
Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.
Tango: Upgrading 'Buy' Based On ESMO 2026 Vopimetostat PDAC Data And Pathway Advancement Clarity
Tango Therapeutics reported an 82% response rate and 88% nine-month PFS for vopimetostat plus RASONQUE in RAS-mutant pancreatic cancer,…
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PRIM · long Primoris Services CORP
Primoris Services, a $5 billion EPC contractor, has fallen about 60% from its peak.
The Fed Hiked And Dynex Bled, Rithm Held
Rithm Capital’s 0.74x-book valuation and 2.2x dividend coverage contrast with Dynex’s payout above earnings, leaving RITM better positioned…
Benjamin C. Barry 
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…
Build-A-Bear (BBW) Part II: The Scion Capital Analyst Tempate and the All Map
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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.
Group 1 Automotive (GPI): Q3 2026 Earnings
Group 1 Automotive trades at 5.5 times earnings as aging gasoline vehicles and EV repairs sustain service profits; insiders bought while…
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…
Alexandria Real Estate: Market Sees Declining Occupancy, I See Early Recovery Signs (Rating Downgrade)
Alexandria Real Estate (ARE) faces lease expirations and occupancy pressure through 2028, but leasing momentum supports a projected…
Luuk Wierenga 
Enova International (ENVA): Leading US Online lender with excellent track record
Enova’s Q3 2026 revenue exceeded $1 billion as originations rose 31%, while its failed Grasshopper Bank bid drove a 23% one-day stock…
Xenia Hotels: A Buy Ahead Of Q3 Results, Betting On Continued Portfolio Quality
Xenia Hotels & Resorts pairs luxury hotel assets, brand affiliations and planned renovations with investment-grade credit and covered…
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