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
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From X
Brian McGough on X
CALL INVITE -> $WRBY | 5-Year 10-Bagger That Starts In 2026 https://t.co/cpKbAGLwDM via @hedgeye
Brian McGough on X
Wanna know why $WRBY is +10% this morning? Ask @Hedgeye
Laughing Water Capital on X
@UnHedgedChatter @InvestSpecial @Wexboy_Value $AS, owner of Arc'teryx & 9 other brands trades at more than 3x sales. $CLAR, which would fit perfectly into AS's portfolio trades at less than 0.5x sales and is exploring strategic alts. 🤷♂️
catechwilliams on X
@TonyTony9999991 There is a massive shortage of capacity industrywide. AI DC vacancy rates running 2-3%. Tenants are scrambling for access to computing power. The customer loss was referenced as it would strongly signal that $WYFI won't get a new one (ie. likely performance issues at NC-1).
catechwilliams on X
The $WYFI data center which was formerly a food distribution center. https://t.co/t2cpUNZXqp
catechwilliams on X
$WYFI Retrofitted a food distro warehouse into a NC-1 DC. Lost anchor tenant ($20M rev), promising a new large customer since 10/27. CEO claiming “very very soon” for last 20 days. Increasingly evident will not happen. Sell-side & stock prices assume huge rev ramp. Burning cash.
Laughing Water Capital on X
@mil01425146 @yummyCenturyEgg @JBonfato @23Titan31 Happy to talk about $NN, Part 15, antenna science, radar science, tolling, etc., but I prefer to not be tagged on anything having to do with baked goods and personal proclivities. TYIA.
Laughing Water Capital on X
Interesting framing for $NN. $95 is pretty far above my upside case, but agree the $T / FirstNet arrangement is interesting context, despite some obvious differences. https://t.co/b3FsHVkivk
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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