Thursday, November 5, 2026
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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…
SEER · long Seer INC
SEER Inc became a founder-offer special situation just before publication.
New REIT position: GO Residential (TSX: GO.U)
GO Residential, a TSX-listed Manhattan luxury-apartment REIT, raised about $400 million in Canada’s largest REIT IPO and trades at a wide…
The Silver Bloodbath: Fortune Favors the Prepared
Gold fell 8% and silver 25% as the author says it exited before the selloff and now favors Monument Mining at 1.25x operating cash flow.
NLOP - I'm Buying Again
NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.
Programmatic DSPs
Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…
Green Dot: Creating a Standalone BaaS Bank
Green Dot creates a standalone banking-as-a-service bank.
Obscure Stocks Annual Review
Obscure Stocks reviews 2025 positions, including ELMSQ’s illiquid bankruptcy stock and DallasNews’ Hearst buyout, while setting stricter…
Return of the Power King
China Yuchai (CYD) seeks a 2026 rerating as governance normalization, global expansion, AI data-center power demand, and green-powertrain…
Hemnet – Broken Moat or Misunderstood Monopoly?
Hemnet’s Swedish listings monopoly has fallen from SEK420 to about SEK160 as growth slows, leaving investors to judge whether its 90% share…
FrontView REIT Investment Update
FrontView REIT remains discounted to estimated NAV after a 25% gain, while 19 asset sales at 6.8% cap rates and 98% occupancy support…
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Newsletters 109
- 310 Value’s Newsletter
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- Atrium Research - Equity Research
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Seeking Alpha 74 of 277
Adam Schadt
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Arizona Equity Research
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Henrik Alex
High Alpha Professor
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Infinity Curve
Investor Overview
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JR Research
Julia Ostian
Khaveen Investments
Kurt Christensen
Lee Bailey
LL Insights
Long Player
Marc Gerstein
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Mike Arnold
Mike Zaccardi, CFA, CMT
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Motti Sapir
Myriam Alvarez
Petri Dish Reports
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Prakhar Agarwal, CFA
PropNotes
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Rubicon Associates
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The Alpha Analyst
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Value Capital Research
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X accounts we follow
Every account on this site, hand-picked.
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💥PETITION💥
A Capital
absreturnchaser
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Alpha Vulture
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Bank Reg Blog
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BDC
Bill Ackman
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Broken Moats
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catechwilliams
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Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
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marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
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Myles
Nat Stewart
Negligible Capital
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Paradis
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Prepared Remarks
Psyop Capital
Raging Capital Ventures
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Rusholme Capital
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Serenity
SG
Sheel Mohnot
SouthernValue
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The Friendly Bear
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Timyan Bank Alert
Todd Wenning
ToffCap
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Undiscovered Compounders
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Yaron Naymark
Investor letters we follow
- 1 Main Capital
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- 1290 Funds
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- Loomis Sayles — Global Growth Fund
- Lyrical Asset Management
- MJG Capital
- Madison Investments — Small Cap Fund
- Mairs & Power
- Manole Capital Management
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- Markel Group
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- Matthews Asia
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- Merion Road Capital
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- Mountain Vista Wealth Management
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- Private Capital Management
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- Pzena Investment Management
- QV Investors
- QuantStreet Capital
- Quercus Fund
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- ROCKLINC Investment Partners
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- Rewey Asset Management
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- Spheria — Global Smaller Companies Fund
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- Stone Sentinel Capital
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- Summers Value Partners
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- Tapasya Investment
- The London Company
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- TimesSquare Capital Management
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- Unconventional Value
- Upslope Capital Management
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- Voss Capital
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- Vulcan Value Partners
- Warden Capital
- Wasatch Global Investors — Micro Cap Fund
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- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
