Thursday, November 5, 2026

Artiva Biotherapeutics: Busted Biotech

ARTV $206M

Clark Street Value 41h ago 5 clicks

46h ago NXRT $825M

This Week in Special Situations: Lear, AutoNation, NexPoint, AudioCodes, Xponential Fitness

Latticework by MOI Global 5 clicks

Nov 4 SITC $192M

Site Centers (NYSE:SITC)

Real Assets, Real Value 4 clicks

From X

@RagingVentures 32h ago 2 clicks

Raging Capital Ventures on X

Solid Q and nice guidance hike from $SKIN, with growth in consumable revenues, improved margins, and good cost controls. New mgmt is focused on improving execution and product innovation. Biz is capital lite and trades at just ~4x EV/EBITDA with only 6.5 mm shares out.

@calvinblissett 33h ago 2 clicks

Calvin Blissett on X

$CCLD $YB $CCOI $BOC $AMR $HCC $CNR $METC $USIO $HHS $HY $ARKO $SLM https://t.co/XRRQSpa8YO

@Mr_Neutral_Man 36h ago 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 38h ago 1 click

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

Charles Schwab thinking that my portfolio is somehow up 12.09% because I'm about to get that $3.00 dividend from $SITC Gonna show that it's down 12.09% tomorrow LOL https://t.co/lIjQntUm9U

@DOMOCAPITAL 38h ago 1 click

DOMO Capital Management, LLC on X

There is a reason $ANDE just paid 4.25x ethanol production for three ethanol plants. Based on that - $GPRE would be valued at least at $35 per share factoring in converts if not $40+. The market is completely missing this (and $ALTO)! An acquisition literally just validated this days ago.

@DOMOCAPITAL 38h ago 2 clicks

DOMO Capital Management, LLC on X

@Diego_La_Torre_ Love it! I mean that's the bear case right there. People don't believe. Once the market believes what should be obvious... $PESI goes back to $20+.

@DOMOCAPITAL 38h ago 2 clicks

DOMO Capital Management, LLC on X

$GPRE has generated ~$280M of EBITDA through the first 9 months of the year. Based on today's report, $GPRE enterprise value as of 9/30 was ~$1.3B which does not include the 45Z credits. If we include them... EV = $1.085B. Are you kidding me? How is this stock not $30+???

@stockgutter 38h ago 1 click

SG on X

A year ago they told you $SERV would do $60-$80m in revenue in 2026. Today Serve said that number is only $12m. Worse, Serve only did $2.8m in Q3. That's less than Q2 or Q1. Growth has already topped out for everyone's favorite robo-cooler shitco. But sure, tell your friends its the future.

Diana Shipping: The Genco Stake Pays For Most Of The Stock

Diana Shipping’s Genco stake equals nearly 60% of its market cap, leaving its 36-ship fleet valued at about $1 per share as charter…

DSX $291M

The Market Auditor Nov 4

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

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

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

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.

BBW $371M

TSOH Investment Research Oct 30 1 click

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

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.

WGO $892M

Latticework by MOI Global Oct 29 3 clicks

IMXI · short

International Money Expr INC

International Money Express is shorted on the market pricing an 80-85% chance that Western Union closes its roughly $500 million…

IMXI $224M

Value Investors Club Jun 30

(I)nbound (M)igrants (X)panding (I)nternational Remittances

International Money Express trades at roughly 5x forward EV/EBITDA despite growth, modest leverage and excess cash available for…

IMXI $224M

Rod’s Ruminations May 11

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 Apr 28

A 4x in 4 Years Surfing the Data Center Tsunami? ($TSSI)

Total Site Solutions ($TSSI) depends on Dell for 96% of revenue; the 4x thesis rests on Dell expanding modular data centers amid AI-driven…

TSSI $192M

Multibagger Monitor Apr 16 4 clicks

A Mexican Blue Chip Bargain

Grupo Herdez, a MXN 15.2 billion Mexican food company, pairs dominant grocery brands with McCormick, Barilla and Hormel joint ventures.

GUZOF $951M

Exploring with Alluvial Capital Mar 7

Quality Investing Outside the Blue Chips

Rand Worldwide, an Autodesk reseller, grew revenue from $116 million to $306 million while using less equity; expired three-year…

RWWI $236M

Exploring with Alluvial Capital Dec 26 1 click

Dave & Buster’s Entertainment ($PLAY) Management Sees Potentially $1B+ in Incremental EBITDA in 2025, Will Investors? One Hour Analysis

Dave & Buster’s targets $1 billion-plus of incremental EBITDA by 2025 through marketing, food-and-beverage attachment and game pricing,…

PLAY $313M

Investing 501 Sep 15 1 click

Purecycle and the good money after bad decision...

PureCycle’s largest shareholder, Sylebra Capital, keeps financing its delayed, over-budget plastic-recycling plant despite covenant…

PCT $378M

John Hempton's Newsletter Aug 21 2 clicks

Value Roundup

Talen’s post-bankruptcy nuclear assets, FREIT’s $22 Kushner bid and Calithera’s failed liquidation vote illustrate unusual small-cap…

FREVS $118M

Exploring with Alluvial Capital Jul 5

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Thursday, November 5, 2026

Raging Capital Ventures on X

Calvin Blissett on X

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

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

DOMO Capital Management, LLC on X

DOMO Capital Management, LLC on X

DOMO Capital Management, LLC on X

SG on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 74 of 277

X accounts we follow

Investor letters we follow

Sectors