Thursday, November 5, 2026

Artiva Biotherapeutics: Busted Biotech

ARTV $206M

Clark Street Value 39h ago 5 clicks

44h 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 31h 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 31h 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 34h 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 36h 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 36h 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 36h 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 36h 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 37h 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.

Research Note

Nine Mile Metals is the subject of a research note.

VMSXF $14M

Atrium Research - Equity Research Nov 4 4 clicks

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…

AIRS $38M

Sanjay Swamy Nov 4 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.

NAMM $46M

Atrium Research - Equity Research Nov 3 6 clicks

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…

EDUC $8.8M

Dismissed & Asset-Backed Nov 3 1 click

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…

TUSK $151M

Naples Investor Nov 3 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,…

SRTA $498M

Capital Employed Nov 1 14 clicks

Initiation Report

Nine Mile Metals is initiated under research coverage.

VMSXF $14M

Atrium Research - Equity Research Nov 1 2 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

BLND · long

Blend Labs INC

Blend Labs (BLND) is presented as a long investment idea, with prior VIC writeups cited for business background.

BLND $270M

Value Investors Club Jul 17 2 clicks

What Amazon Can't Buy

Betterware de Mexico sells locally designed home organizers through direct sellers in informal neighborhoods, generating 67% gross margins;…

BWMX $674M

Phynvesting Jul 13 1 click

Matan on Stitch Fix

Stitch Fix’s rushed Freestyle pivot cannibalized its profitable Fix business, driving active clients below 3.4 million, quarterly revenue…

SFIX $348M

MBI Deep Dives Jul 11 2 clicks

$50M Cash, No Debt, 0.74x Book: A Deep-Value Machine Tool Setup

A debt-free machine tool company with $50 million in cash trades at 0.74 times book value and below net current asset value.

HURC $136M

The Value Road Jul 10 5 clicks

Corporate dark arts: the strangest 8-K I've ever seen $DMRC

DMRC’s incoming CEO can earn more than $40 million if shares rise roughly fivefold, despite an 8-K warning of substantial doubt about the…

DMRC $231M

Yet Another Value Blog Jul 9 3 clicks

Double Down Interactive (DDI): Update

DoubleU’s $11.25-per-share bid for DoubleDown Interactive values its operating business at 0.25-0.7x EBITDA; minority holders can block it…

DDI $673M

Sylence Capital Jul 8

Weight Watchers International (WW)

WeightWatchers emerged from Chapter 11 with 70% less debt, positive free cash flow and a cash sweep, while Galloway Capital holds 8% and…

WW $120M

Sylence Capital Jul 6

A cheap stock hidden on the OTC

Vaso Corporation’s $33 million market cap is 65% cash, and its GE HealthCare imaging-sales unit generates $6.6–7 million in operating…

VASO $50M

Deep Value Insights Jul 4

PesoRama ($PESO.V) FINS Review

PesoRama’s 0.64 current ratio, operating cash burn and 111% annual dilution offset 36% Q1 revenue growth, despite replacing an 18.5% loan…

PSSOF $117M

Wolf's Substack Jul 2 3 clicks

Here Is Every Cheap Stock On The OTC

A review of 2,144 OTC listings identifies more than 200 profitable companies trading cheaply on earnings or assets, beginning with…

AATC $33MACMT $16M

Easy Value Jun 29 1 click

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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

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Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 74 of 276

X accounts we follow

Investor letters we follow

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