Thursday, November 5, 2026

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Artiva Biotherapeutics: Busted Biotech

ARTV $206M

Clark Street Value 47h ago 5 clicks

Nov 5 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 5 clicks

From X

@RagingVentures 39h 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 39h 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 42h 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 44h 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 44h 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 44h 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 44h 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 45h 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.