Wednesday, November 4, 2026

The Buyback Shows Up (ESRT Q3 2026)

Empire State Realty Trust repurchased $85.8 million of shares at $4.56 each, using 1359 Broadway sale proceeds to fund buybacks and debt reduction.

ESRT $1.3B

Orphan REITs Nov 4 6 clicks

Nov 4 HCC $4.3B

Warrior (HCC): Q3 2026 Earnings

Cannibal Stocks 3 clicks

Nov 4 MDA $4.2B

New Ideas From The Road

Aurelion Research 4 clicks

From X

@TimyanBankAlert Jun 4 1 click

Timyan Bank Alert on X

$CZWI 13d -Salute to Andy @Schornack https://t.co/WOcHVKcvh4

@DOMOCAPITAL Jun 4 1 click

DOMO Capital Management, LLC on X

@Sarge986 Ha, here's a detailed write-up on $ALTO: https://t.co/HtOp1mvcUm

@red_dog_capital Jun 3

Red Dog Capital on X

$BGS LOLZ! Just priced $475M sr notes at 11.625% to refinance 5.25% 2027 sr notes. Way worse than I expected. Circling the drain! Mark it zero! https://t.co/lwXYgOO069

@marginofdanger Jun 3 1 click

marginofdanger on X

Sometimes pattern recognition works $WEBC https://t.co/63FLQJ6YEJ

@BrokenMoats Jun 3

Broken Moats on X

Interesting the $AMZN Supply Chain Services announcement has been glossed over by competitor share price action after the initial announcement hit. $UPS has been up virtually everyday for the past 2 weeks + even though they alongside the LTL carriers like $SAIA $XPO are probably the most exposed to competitive pressures or price pressures. Trucking is being supported by heavy admin crackdowns (that will help foster inflation later this year and into next year) and AI demand in areas like flatbed. But LTL and parcel demand is lagging and has relied heavily on price in recent years to compensate for higher costs and volumes....AMZN entrance should pressure both sides for these companies especially domestic players, much less for global routes

@HedgeyeRetail Jun 2

Brian McGough on X

$VSXY...wow. Been long this name since $18..It's blown through my fair value. But if you're looking for the next VS, look no further than sister company $BBWI. Heavily shorted, dirt cheap, fundamentally a stronger business than VSXY. Likely to beat top and bottom line in 2H.

@mavix_leon Jun 2 1 click

mavix on X

Shelly Group $SLYG appoints Georgi Bonec as Chief Marketing Officer to further strengthen Shelly‘s global brand positioning, international go-to-market capabilities and consumer, retail and professional channel development. https://t.co/4LdogwzUod

@eriksen_tim Jun 2 1 click

Tim Eriksen on X

Solid quarter by Monument Mining $MMY.V $MMTMF earned $22.65M or $0.07 per share. Has almost $101M or $0.30 per net cash. Trading at ~ 2x earnings net of cash. https://t.co/c56aqhOJuY

Site Centers (NYSE:SITC)

Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties…

SITC $192MCURB $3.6B

Real Assets, Real Value Nov 4 5 clicks

Hedge Fund Manager David Orr Shares His Approach to Investing & Risk Management

David Orr describes running Militia Capital’s roughly 500-stock long-short portfolio, using expected value, correlation and factor…

ZG $7.8B

Raging Capital Nov 4 5 clicks

What AI Bubble? AXT Reports Record Q3 Revenue And Positive Forward Outlook (Rating Downgrade)

AXT reported record Q3 revenue as AI data-center demand for indium phosphide drives supply agreements and capacity expansion.

AXTI $3.1B

Alan Sumler Nov 4 1 click

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…

STVN $3.6B

Best Anchor Stocks Nov 3 3 clicks

Transocean (RIG): Q3 2026 Earnings

Transocean enters its Valaris merger with 109 of 110 available deepwater rigs contracted and 313 million shares sold short, despite weaker…

RIG $5.8BVAL $5.5B

Cannibal Stocks Nov 3 3 clicks

Blackstone Digital Infrastructure Trust (NYSE: BXDC)

BXDC trades at a 14% discount to net liquidation value, with $1.9 billion of cash against a $1.6 billion market cap, ahead of data-center…

BXDC $2.1B

Real Assets, Real Value Nov 3 5 clicks

Why Essential Properties Realty Trust Keeps Winning

Essential Properties Realty Trust is growing faster than Realty Income through acquisition opportunities while trading at a cheaper…

EPRT $5.9B

Jussi Askola, CFA Nov 3

48 Top Stock Pitches (26th-1st November) [NO PAYWALL] 🖨️

Capital Employed rounds up 48 stock pitches, led by Greystone’s $14.50 target for organ-transplant logistics firm Strata Critical Medical,…

SRTA $498M

Capital Employed Nov 1 14 clicks

Idea Brunch with Jamil Tahir of TurnMark Capital

TurnMark Capital’s Jamil Tahir describes buying entrepreneur-led microcaps at fundamental inflection points and using Claude to automate…

AEYE $158M

Sunday's Idea Brunch Nov 1 3 clicks

Portfolio Update: October 2026 + Q3 Earnings outlook

Calumet and other refiners sold off alongside AI names, but the RIN thesis for renewable fuel earnings remains unchanged ahead of Q3…

CLMT $3.8B

Treasure Hunting Nov 1 4 clicks

PRIM · long

Primoris Services CORP

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

PRIM $3.9B

Value Investors Club Aug 4

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

Travelzoo’s roughly 400,000 prepaid members generate deferred revenue while acquisition costs hit GAAP earnings immediately, masking the…

TZOO $54M

Calvin Blissett Nov 1 2 clicks

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 Oct 31 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 Oct 31 3 clicks

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…

AURA $690M

Equity Eagle Oct 31

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…

LIF $4B

Substack von Philipp Oct 31 5 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.

ADT $7.2BBBW $371M

TSOH Investment Research Oct 30 1 click

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,…

TNGX $3.6B

Terry Chrisomalis Oct 30 2 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 Oct 29 1 click

Build-A-Bear (BBW) Part II: The Scion Capital Analyst Tempate and the All Map

Build-A-Bear’s lease overhaul, off-mall expansion and partner-led wholesale growth reshaped a debt-free retailer with $80 million EBITDA,…

BBW $371M

Cassandra Unchained Oct 29 3 clicks

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