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Friday, November 6, 2026

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Post Q3 EVC Update

EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.

EVC $832M
Nat Stewart - Stock Picking Newsletter 23 clicks

From X

@RagingVentures 1 click

Raging Capital Ventures on X

Along with our great guest speakers (outlined below), our Ideas & Networking Conference next Thursday, October 1st in NYC will feature a few investment ideas from yours truly. Over the years, we’ve highlighted some good ones, including: 2023 — $EFXT below $6, now $23+; $FPH below $3, now $4.65 2024 — Alphawave Semiconductor, subsequently acquired by $QCOM at a 70% premium; $MRAM below $6, now $18; $WBD below $9, now $30 2025 — Short $ORCL at $285 Plus, many more ideas along the way. We’re down to just a handful of seats for next week. Click below to register: https://t.co/NZIcFTuLGW
@BillAckman 1 click

Bill Ackman on X

The Howard Hughes Holdings Inc. ($HHH) 2026 Shareholder Meeting will take place next Wednesday September 30th at The Auditorium at 787 Seventh Ave in New York City. At the meeting, among other topics, we will discuss how we intend to accelerate the transformation of HHH to an insurance holding company by dramatically reducing the capital intensity of our Howard Hughes Communities real estate subsidiary, freeing up capital to be invested in Vantage, our insurance subsidiary. HHH CEO David O'Reilly, Ryan Israel CIO, Marc Grandisson Executive Chairman of Vantage, and I will make a presentation and address audience Q&A. Advanced registration for the meeting is required with priority given to HHH stockholders. To register, visit: https://t.co/mPPE8xiQd2

Investor Letters

All letters

GREAT DEC-TECTIVE WORK

Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…

DEC $900M
The Oak Bloke 3 clicks

Problems at Twist Bioscience (TWST)

Twist Bioscience’s $200 rebound followed an Anthropic-linked short squeeze, yet its DNA and protein services face broad competition while…

TWST $8B
Hunterbrook 4 clicks

VSH Earnings Review

Vishay reported record Q3 revenue of $979 million, up 24%, and guided Q4 to about $990 million as rising backlog and margins contrast with…

VSH $3.6B
Cestrian Capital Research 3 clicks
AAP · long

Advance Auto Parts INC

Advance Auto Parts, AAP, is presented as a long idea following prior write-ups at $48.81 per share in January 2025.

AAP $2.9B
Value Investors Club 1 click

New Ideas From The Road

Aurelion Research increased healthcare exposure and sees opportunities in banking and defense, alongside research on Alcoa, Nike, ONON and…

MDA $4.2B
Aurelion Research 4 clicks

Site Centers (NYSE:SITC)

Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties…

CURB $3.6B
Real Assets, Real Value 5 clicks

Stevanato down 30%. Yikes.

Stevanato fell 30% after forecasting low-single-digit 2027 growth as lower Nexa syringe volumes from a GLP-1 customer offset solid Q3…

STVN $3.6B
Best Anchor Stocks 3 clicks

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