Thursday, November 5, 2026
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From X
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.
Calvin Blissett on X
$CCLD $YB $CCOI $BOC $AMR $HCC $CNR $METC $USIO $HHS $HY $ARKO $SLM https://t.co/XRRQSpa8YO
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” 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
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.
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+.
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+???
Investor Letters
All letters- Forager Funds Management October 2026 OFX $72MPLT $99M
- FCL Capital October 2026 RSGN $876M
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $417MGRVY $462M
- Greystone Capital third quarter of 2026 KTYCF $461MSRTA $498M
- Sandon Capital — Activist Fund September 2026 COG $241MFWD $130M
- Elm Ridge Management September 2026 LUCN $84M
- Westwood — Quality SmallCap Fund 3Q 2026 LCLN $935M
- Wasatch Global Investors — Micro Cap Fund third quarter 2026 AII $531MLINC $557M
Research Note
Nine Mile Metals is the subject of a research note.
AirSculpt Technologies: A Curious Play On Unit Economics
AirSculpt’s procedure economics remain attractive, but high customer acquisition costs and underused clinics pressure profitability; the…
Sanjay Swamy 3 clicks
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…
Mammoth Energy: Fly Like An Eagle
Mammoth Energy's aviation unit derives 85% of revenue from engine and APU leases, earning 18% yields while Surf Air's going concern warning…
Naples Investor 2 clicks
48 Top Stock Pitches (26th-1st November) [NO PAYWALL] 🖨️
Capital Employed rounds up 48 stock pitches, led by Greystone’s $14.50 target for organ-transplant logistics firm Strata Critical Medical,…
Initiation Report
Nine Mile Metals is initiated under research coverage.
Idea Brunch with Jamil Tahir of TurnMark Capital
TurnMark Capital’s Jamil Tahir describes buying entrepreneur-led microcaps at fundamental inflection points and using Claude to automate…
Travelzoo ($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…
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…
Entravision Q2 Notes
Entravision’s ATS revenue rose 230% to $182.8 million in Q2, but shares fell from above $14 to about $8 after management forecast…
Weekly Stock GEMs #8: August 11, 2026
KIYO Learning’s net-cash balance and potential first dividend lead a four-stock roundup spanning a Treasury-linked bank merger, horror…
Emergency Press Conference: FRMI & GRPN
Groupon reported accelerating organic revenue and record July traffic, while Fermi signed a $6.5 billion, 222 MW TensorWave data-center…
40 Stock Pitches (3rd-9th August)
Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…
2026 Q2 Earnings Updates: WeightWatchers, Shift4, Bumble
Bumble fell, Shift4 dropped 23% and WeightWatchers rose 18% after earnings, prompting added Shift4 exposure and a sharp WeightWatchers…
Weight Watchers: Update Post Earnings
WeightWatchers reaffirmed 2026 guidance after Q2 beats, while clinical revenue rose 30% and debt fell $42 million through discounted…
Noah Holdings ($NOAH): A Chinese Wealth Manager Trading at Its Cash Pile
Noah Holdings trades near the value of its RMB 5.1 billion cash and short-term investments, while earning recurring fees on roughly RMB 140…
These Power Stocks (Not Semis) Are The Real AI Beneficiaries, Say Investing Brother Duo Up 1,300%
Pernas Research names Capstone Energy and Stabilis Solutions as AI data-center power beneficiaries, alongside Tenable, Upwork, Wise and…
BREAKING: Kawhi Leonard's Other Undisclosed "Sponsorship" Deal
Daktronics allegedly paid Kawhi Leonard millions in a hidden sponsorship deal tied to the Clippers’ Intuit Dome, raising fresh questions…
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Seeking Alpha 74 of 276
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X accounts we follow
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Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
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Deep Sail Capital
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Devin LaSarre
DOMO Capital Management, LLC
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Fajasy
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Fierce_beast
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George Noble
Hunterbrook
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JabroniCoin.USD
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junkbondinvestor
kab60
KEDM.com
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Kuppy
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marginofdanger
mavix
Mike
Mikro Kap David
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Raging Capital Ventures
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SG
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SouthernValue
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Undiscovered Compounders
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Sectors
Ordered by how often our editor reaches for them.
