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
marginofdanger on X
$TIPT filed an 8-K this morning where they said they expected the Fortegra deal to close by Friday 5/29. Pro forma TBV is ~$24/share, stock last 17.17.
Laughing Water Capital on X
@scottwilsonUSD @cfrischer1 just more of the same. no effort to explain why US RFID/part 15 needs all of lower 900 when the rest of the world functions fine with much less, & ignoring that $NN is meant to be just part of a system of systems.
Timyan Bank Alert on X
@wamackey88 Management is the only constituent to have benefited from this grift that is $BCOW
Laughing Water Capital on X
@scottwilsonUSD @cfrischer1 Womack is seemingly in $WMT's pocket & claiming $NN will interfere with RFID. However, $NN has the proof that they do not interfere with RFID, so presumably Womack will go away.
Charles Frischer on X
@scottwilsonUSD $NN I think there will be a solution that works for all parties. The country needs our spectrum.
Charles Frischer on X
$NN At this point in the process, it doesn't really matter if the NPRM drops in June, July or August. The value of spectrum has dramatically changed over the last 12 months. Direct to device with satellite companies like SpaceX and Amazon have become critical buyers of spectrum.
Charles Frischer on X
$NN Waiting a few extra months to get the NPRM doesn't matter compared to the ultimate value of the spectrum. Plus the NN spectrum can/will be used for many additional vital issues like IOT, drones and other AI uses.
Charles Frischer on X
$NN Finally, check out the comments recently made by Anterix regarding how they are thinking about the value of their spectrum. The numbers are much higher than I had ever imagined. I am long a bit of $ATEX. NN spectrum is far more powerful than the low band spectrum held by ATEX
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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