Friday, November 6, 2026

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 Nov 6 26 clicks

Nov 6 LOECF $726M

Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout

Bison Insights 4 clicks

Nov 6 EVC $832M

Entravision Q3 Update

The Value Road 4 clicks

From X

@LaughingH20Cap Jan 14

Laughing Water Capital on X

Terrestrial backup to GPS is essential. $NN

@HedgeyeRetail Jan 8

Brian McGough on X

$HELE Helen Of Destroy out with another punk quarter. Organic sales down 10%. Trouble brewing in China. Cut guidance again. We shorted this at $120 with a $5 price target. Stock struggling to hold $20 this a.m. Sticking with this one...

@AltaFoxCapital Dec 28 2 clicks

Connor Haley on X

@AndrewTakes @taobanker @CGSCapital @Compounding_K @AKWilk 1: NATL ATMs predicted to be more stable/improving than declining. We address this extensively in our report. 2: absolutely when business is growing rapidly on a per share basis. Look at $DBD which trades at a big premium despite growing slower.

@LaughingH20Cap Dec 27

Laughing Water Capital on X

In case you had any doubts on the case for terrestrial GPS. $NN

@LaughingH20Cap Dec 18

Laughing Water Capital on X

@JonoJohnson8 @cfrischer1 Carr also references Cruz who first sponsored legislation calling for a terrestrial backup to GPS in 2017. As head of the Senate Commerce Committee, Cruz is effectively Carr’s boss. All tea leaves, but hard to think they’re not bullish $NN

@LaughingH20Cap Dec 18

Laughing Water Capital on X

@JonoJohnson8 @cfrischer1 Interesting to note that Carr 1st comments on increasing accuracy, and then calls GPS a “related issue”. He clearly makes a distinction between the 2 ideas. Maybe splitting hairs, but there is only 1 company that addresses both points: $NN.

@HedgeyeRetail Dec 10

Brian McGough on X

This image of $WRBY price targets is laughable. 10 of them are below current stock price. We're either going to see downgrades, or an upshift in targets. I'm assuming the latter, but even the most bullish Old Wall analysts will come out at $50 tops. We're at $500.

@HedgeyeRetail Dec 10

Brian McGough on X

I absolutely LOVE the influx of $WRBY bears hitting me since our call. I have yet to hear an argument that shakes my conviction that this stock is going to double, then double again, and again, etc...

(Idea) Transocean - Near-Term Results Obscure A Brighter Future

Transocean’s 25.6% selloff reflects oil-market shorting and weak Q3 headlines, while debt reduction after the Valaris acquisition could…

RIG $5.8B

HFI Research Nov 6 6 clicks

Alpha Metallurgical Resources (AMR): Q3 2026 Earnings

Alpha Metallurgical posted a third consecutive quarterly loss as High Vol A coal margins fell to $14 a ton, while director Kenneth Courtis…

AMR $1.9BHCC $4.4B

Cannibal Stocks Nov 6 3 clicks

A clear solution to the “problem”

Shift4’s Q3 met guidance, but organic growth is decelerating, management credibility is weakening and leverage reduction remains too slow.

FOUR $3.4B

Best Anchor Stocks Nov 6 2 clicks

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 Nov 6 4 clicks

Undercovered Dozen: NNN REIT, Weyerhaeuser, Vicor, And More

Vicor earns a Strong Buy after record Q3 results and AI gains, while QXO falls to Hold over capital structure and execution risk.

NNN $8.1BVICR $6.8B

The Undercovered Dozen Nov 6 2 clicks

TransMedics Group Inc Earnings Update: Q3 2026

TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.

TMDX $3.1B

SixSigmaCapital: Navigating the Financial Markets Nov 5 5 clicks

JFrog soars, Innodata’s robotics, Quantum duopoly

JFrog jumped 35% to $100.44 after another beat-and-raise quarter, joining the TL20 Special Situations group.

FROG $9.4B

The Technology Letter Nov 5 3 clicks

Wolfspeed: Still Bullish After A Post-Earnings Wipeout

Wolfspeed's negative Q1 margins and revenue decline have not changed the bullish case for silicon-carbide power devices in data centers.

WOLF $1.2B

Vince Martin Nov 5 7 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 Nov 5 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 Nov 5 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 Aug 8 2 clicks

This Week in Special Situations: Lear, AutoNation, NexPoint, AudioCodes, Xponential Fitness

AutoNation, Lear, NexPoint, AudioCodes and Xponential Fitness lead a 52-situation screen spanning buybacks, insider purchases, M&A and…

LEA $5.6BAN $6.1B

Latticework by MOI Global Nov 5 6 clicks

The Buyback Shows Up (ESRT Q3 2026)

Empire State Realty Trust repurchased $85.8 million of shares at $4.56 each, using 1359 Broadway sale proceeds to fund buybacks and debt…

ESRT $1.3B

Orphan REITs Nov 4 6 clicks

Warrior (HCC): Q3 2026 Earnings

Warrior Met Coal’s Blue Creek mine cut costs to about $93 a ton, offsetting a wider discount for High Vol A coking coal as US supply…

HCC $4.4BBTU $2.1B

Cannibal Stocks Nov 4 4 clicks

AMSC, Datadog will be fine, SiTime is worth a look

AMSC and Datadog will be fine, while SiTime is worth a closer look.

AMSC $1.3B

The Technology Letter Nov 4 5 clicks

DigitalOcean (DOCN) Q3 FY12/26 Earnings Review

DigitalOcean reported Q3 revenue up 40% to $321 million and lifted Q4 guidance above consensus, while GPU and data-center expansion cut…

DOCN $8.6B

Cestrian Capital Research Nov 4 2 clicks

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 $5B

Aurelion Research Nov 4 5 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 Nov 4 5 clicks

Hedge Fund Manager David Orr Shares His Approach to Investing & Risk Management

David Orr describes running Militia Capital’s roughly 500-stock long-short portfolio, using expected value, correlation and factor…

ZG $7.8B

Raging Capital Nov 4 5 clicks

What AI Bubble? AXT Reports Record Q3 Revenue And Positive Forward Outlook (Rating Downgrade)

AXT reported record Q3 revenue as AI data-center demand for indium phosphide drives supply agreements and capacity expansion.

AXTI $3.1B

Alan Sumler Nov 4 1 click

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Friday, November 6, 2026

Laughing Water Capital on X

Brian McGough on X

Connor Haley on X

Laughing Water Capital on X

Laughing Water Capital on X

Laughing Water Capital on X

Brian McGough on X

Brian McGough on X

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Seeking Alpha 77 of 281

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