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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

Research Note

Nine Mile Metals is the subject of a research note.

VMSXF $14M
Atrium Research - Equity Research 4 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 4 clicks
MG · long

Mistras Group INC

Mistras Group is a rare publicly traded US non-destructive testing pure play, providing quality assurance for materials, components and…

MG $645M
Value Investors Club 4 clicks

TSOH Weekly Roundup (09/11/2026)

TSOH weekly roundup covers Meta’s child-safety settlement, Markel’s leadership transition, Peloton’s gym strategy and an upcoming Alarm.com…

PTON $2.5B
TSOH Investment Research 2 clicks

NET Power (NPWR):

NET Power’s $1.80 shares are paired with January $2 covered calls for 40 cents as the company pivots from carbon capture to Permian…

NPWR $68M
Triple S Special Situations Investing 2 clicks

Zack Buckley on $PRTH's take private

Priority Technology’s chairman offered $6.00 to $6.15 a share to take PRTH private, while Zack Buckley argues Treasury Solutions and…

PRTH $649M
Yet Another Value Podcast 3 clicks

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