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Thursday, November 5, 2026

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@Mr_Neutral_Man 2 clicks

Mr Neutral Man aka "Howard Marks of REITs” on X

This is the main reason why we own 3 to 4 times as much of $CPT vs $MAA and $NXRT Blended leases up 1.0% in Q3 with new lease down 2% YOY vs new leases down 6% for MAA and down 4.5% for NXRT The renewal - new lease is too high for MAA for my liking. Much healthier for Camden Same store NOI -0.2% in Q3 vs -1.8% for MAA and -8.2% for NXRT (large chunky expenses that is not run rate for NXRT) @jayparsons
Mr Neutral Man aka "Howard Marks of REITs” NXRT $825M
@pennycheck 1 click

⚽️📡 on X

Okay let's give some context here : As if things for $DJT couldn't get any worse : DJT’s revenue last quarter was $1.67M, while it spent $46M on operating costs and lost $238M. Now the movement is dead, and the entire business literally, very literally, ends once Trump (80) moves on. As if things couldn’t get worse, they just cleared the SEC to merge with TAE. To do it they’re issuing another ~293M shares, roughly doubling the share count and cutting current shareholders to about half the company, for a business that has generated essentially zero revenue and has burned around $1.8B. Now you may be wondering why in the world DJT severely diluting its shareholders for a zero revenue cash incinerating science project ? Such intentions or anything near it were never discussed or disclosed ever it seems very very dillutive and random.... but once you understand the literal russian state along with putins closest envoys and oligarchs were are the founders of this multi billion dollar cash incinerator it suddenly begins to make a lot more sense.

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VSH Earnings Review

Vishay reported record Q3 revenue of $979 million, up 24%, and guided Q4 to about $990 million as rising backlog and margins contrast with…

VSH $3.6B
Cestrian Capital Research 3 clicks

New Ideas From The Road

Aurelion Research increased healthcare exposure and sees opportunities in banking and defense, alongside research on Alcoa, Nike, ONON and…

MDA $4.2B
Aurelion Research 4 clicks

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 5 clicks

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 3 clicks
BKV · long

Bkv CORP

BKV Corp, public for less than two years, is an underfollowed natural-gas producer pursuing early-stage projects and a transition.

BKV $2.2B
Value Investors Club 1 click

When extend and pretend is a virtue

Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…

UPST $2.2B
John Hempton's Newsletter 2 clicks

ILMN: Activism! Part Deux

Illumina appointed activist Keith Meister to its board as an SEC investigation into the Grail acquisition raises questions over 122.5…

GRAL $6.1B
Nongaap Investing 2 clicks

CYD and H22 Results First Take:

CYD’s FY24 earnings miss reflected ¥200m of one-offs; adjusted net income reached roughly ¥430m and operating cash flow rose 40%.

CYD $807M
Maius Partners 2 clicks

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