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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 5 clicks
EEFT · long

Euronet Worldwide INC

Euronet Worldwide (EEFT) is presented as an asymmetric opportunity, citing its strong balance sheet and shareholder-friendly capital…

EEFT $2.6B
Value Investors Club 1 click

IOFNF- Iofina (buy)

Iofina’s IO10 iodine plant is due in Q3 2024, adding 100 to 150 metric tons of capacity while higher brine costs pressure earnings.

IOFNF $107M
Sylence Capital

JVA- Coffee Holding Co (buy)

Coffee Holding trades near a $9 million market cap and $17 million net current asset value, while its proposed Delta merger values JVA…

JVA $28M
Sylence Capital

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