Site Centers (NYSE:SITC)
Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties remaining and shared-services costs running through…
Wednesday, November 4, 2026
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Calvin Blissett on X
@kingdomcapadv I am not trying to antagonize, I genuinely value your opinion and insight and know you have a financial interest. Thoughts on $BBGI?
SG on X
I don't think $NTWK is done. Will likely add on any pullback. https://t.co/kOCy3fr1iB
Farmer on X
Doubled my $LPRE position from ~2% to ~4%.
Broken Moats on X
Secondaries more likely with the reversal in bio discovery names this morning not less, they are coming --- almost all need money to fund their cash burning businesses $DNA $TXG $TWST $GRAL you are their liquidity if you want to fund them at 20-30x sales
A Capital on X
Hi 👋 $GLND https://t.co/l2WQWIHyBk
Calvin Blissett on X
$HHS spread kind of wide again. STARR CEO reaffirmed target of YE 2026, and said working on S-4. Gross 12.71%. Annualized 66%. A few other parties got pretty far in the go shop period providing to me a nice Margin of Safety. I sold a chunk at $4.63. Am buying back here. Writeup: https://t.co/dxoWyjD3SE
Lee Roach on X
Entravision $EVC down on the Univision deal as investors have completely forgot about the growing ad-tech business and are underwriting for a dying media company that plays non-stop Taco Bell ads.
Investor Letters
All letters- Minot Light Capital Partners 3Q 2026 ELUT $37MMOBI $374M
- Gresham House September 2026 DIUXF $231MELXXF $345M
- Bailard Q3 2026 XVAD
- Amati Global Investors September 2026 CINT $417M
- Lakehouse Capital Small Companies Fund September 2026 COGZF $402M
- Pendelhaven Asset Management B.V. September 2026 CBWTF $263MJFIN $80M
- East Capital Q3 2026 YEG $8.2M
- Cooper Investors Quarter ended September 30, 2026 SHEN $538M
Namib Minerals: Research Flash
Namib Minerals accelerates Redwing’s restart, targeting first gold this month and a ramp from 338 ounces monthly to 835 ounces by Q2 2027.
Educational Development (EDUC) – The Book Value Trap
Educational Development trades at 0.21x tangible book after selling its distribution complex to repay debt, but FY26's $2.3m profit masked…
Initiation Report
Nine Mile Metals is initiated under research coverage.
Travelzoo ($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…
Verra veerer
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…
Equity Eagle 
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.
Smart Fit: Global Fitness Ambitions (Ticker: SMFT3)
Smart Fit, Brazil’s SMFT3, is expanding its low-cost gym network across Latin America, with corporate-wellness platform TotalPass adding to…
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
Build-A-Bear’s lease overhaul, off-mall expansion and partner-led wholesale growth reshaped a debt-free retailer with $80 million EBITDA,…
ONT · long Onterris INC
Onterris, formerly Montrose Environmental Group, trades at 8.6x next-12-month EBITDA as an environmental consulting and response services…
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.
Duos Technologies Pivot To Data Center Pods Is Gaining Traction
Duos Technologies, DUOT, has shifted to modular edge data center pods, with Q2 revenue up 30% to $6.18 million and FY27 revenue guided…
Shareholders Unite 2 clicks
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…
Build-A-Bear Workshop: The Price Assumes Its Worst Quarter Lasts Forever
Build-A-Bear Workshop’s failed pre-made toy line compressed margins, but resilient children’s sales support a $39.39 fair value estimate…
Rafa F. Oliver, CFA 4 clicks
How to Read a 10-K Like a Short Seller
A four-layer 10-K framework tests revenue timing, receivables, reserves and depreciation against cash flow, using Hertz’s 2012-14…
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…
💥Is Getty a Prepack in Name Only?💥
Getty Images' 2026 Chapter 11 filing is challenged as a prepack after warrant litigation, a failed Shutterstock merger and AI pressure.
Kingstone Company: Reduction In Reinsurance Will Improve Margins
Kingstone Company is replacing quota-share cessions with catastrophe reinsurance, lifting quarterly EBIT margin to 29% from a 24% sector…
Given Mahlangu 3 clicks
I went through all 142 companies in Value Line this morning. Here are the 6 that made it
Six Value Line small caps including Blackbaud, Marqeta, Ranger Energy and Definitive Healthcare trade on net cash, buybacks, low multiples…
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Sectors
Ordered by how often our editor reaches for them.
