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Tuesday, November 3, 2026

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@KEDM_COM

KEDM.com on X

ADW Capital continues to increase its stake in Compass Diversified $CODI, now already reflecting 14%. It's also good to see insiders buying shares on the open market. We flagged CODI a few weeks ago. ADW is pushing for a liquidation, stating that a wind‑down could unlock over $26 p/s, well above the current price. As a reminder, CODI’s share price collapsed last year on the accounting mess at its sub Lugano, forcing CODI to declare its 2022-24 financials unreliable. Lugano had hidden financing arrangements and misstated sales, inventory, and receivables. The fallout pushed CODI into forbearance, dividend suspension, reduced borrowing capacity, and eventually covenant breaches. The company has already questioned its ability to continue as a going concern; i.e., there is a good chance they'll liquidate.
@DOMOCAPITAL

DOMO Capital Management, LLC on X

$MNRO must buy all lubricants, non-lubes and service chemicals from Valvoline and can't market competing products. This is an in-depth partnership. Could there be a price increase? Sure, prices have already gone up this year quite a bit, but it won't be the price gouging type of supply that shops with no vendor will be facing. Two main points here. $MNRO is not in danger of running out of supply and if the price does increase, it won't be to the level of competitors without this type of relationship. I had a discussion with a manager at TiresPlus that points to exactly this. Prices so far this year have increased, but he said that the pricing he is getting from vendors he doesn't have a relationship with is multiples higher and he's going to have to pull the trigger with one of them within weeks.

Investor Letters

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Initiation Report

Nine Mile Metals is initiated under research coverage.

VMSXF $15M
Atrium Research - Equity Research 2 clicks

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.

BBW $363M
TSOH Investment Research 1 click

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
ONT · long

Onterris INC

Onterris, formerly Montrose Environmental Group, trades at 8.6x next-12-month EBITDA as an environmental consulting and response services…

ONT $553M
Value Investors Club 1 click

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…

NAMM $46M
Atrium Research - Equity Research 2 clicks

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…

BESS $19M
Atrium Research - Equity Research 3 clicks

Unicycive (UNCY):

Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…

UNCY $101M
Triple S Special Situations Investing 4 clicks

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