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 39h 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

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

Ranch-to-Market

Queen City Investments trades near $1,800 per share, with trust, real estate and investment assets supporting a $3,000 valuation as…

QUCT $98M

Obscure Stocks Sep 4

Boston Omaha Corporation ($BOC)

Boston Omaha trades at $13.31 versus a $23-$30 intrinsic-value estimate, with billboard, broadband, hangar and surety businesses valued at…

BOC $421M

Calvin Blissett Sep 4

American Biltrite - OTC:ABLT

American Biltrite carries $41 million of asbestos and environmental liabilities and $28 million of debt, leaving property sales, cost cuts…

ABLT $0M

Obscure Stocks Sep 3

Product-Market Fit in 5G ORAN Radios... Equity Market Rerate to Come? ($AMPG)

Amplitech's bull case rests on $118 million in 5G Open RAN LOIs, 125% projected revenue growth and a 1x EV/sales valuation.

AMPG $65M

Multibagger Monitor Aug 28 10 clicks

The Announcement That Changes Everything

China Yuchai’s potential MGP IPO could separate its data-center and genset arm, with employee incentives tied to a listing and a proposed…

CYD $807M

Maius Partners Aug 26 2 clicks

GAMCO Investors, Inc. - GAMI

GAMCO Investors trades OTC at a $550 million market cap, with $150 million in excess cash and a 5.2-5.7x operating-income valuation despite…

GAMI $537M

Exploring with Alluvial Capital Aug 21

DDI Double Down Interactive (Brief writeup)

DoubleDown Interactive trades near its $485 million cash balance while generating $150 million of annual free cash flow, with acquisitions…

DDI $673M

Sylence Capital Aug 4

Franklin Street Properties: Office Basket, Strategic Alternatives

Franklin Street Properties pursues strategic alternatives for its office-property portfolio.

FSP $45M

Clark Street Value Jul 29

Net Lease Office Properties: Office Basket, REIT Spin/Liquidation

Net Lease Office Properties is a REIT office basket pursuing a spin-off and liquidation.

NLOP $133M

Clark Street Value Jul 29 2 clicks

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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