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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 16 clicks

From X

@leevalueroach

Lee Roach on X

Pretty darn good quarter for Sinclair $SBGI. Record one. $136 million of political revenue and $455 million political for the full year of 2026. They smoked 2024 Presidential year, with only $405 million in that period. Not spinning off ventures will hold this back and need clarity on Nexstar/TEGNA merger before anything transformational gets done here. I don't think any big broadcasting deals going to happen now with Dems sweeping. Pretty good look through for other broadcasters.
@InvestSpecial

Dalius - Special Sits on X

A surprising development at $RGS Five of its six directors failed to secure majority support at the Oct 28 annual meeting, with Bill Charters being the only exception. Shareholders also rejected the executive compensation proposal. As a reminder, Bill Charters is the founder of Sabal Capital Management, a fund focused on special situations and restructurings. He was part of the 2024 activist group, joined the board in April 2026 and currently owns ~4% of RGS. There had been nothing to suggest he was pushing for another board shakeup. The five directors have now offered their resignations, but with no alternative slate on the table, the board itself will decide whether to accept them or keep everyone in place. Andrew Alfano, one of the five, was appointed chairman just one day after the vote, which suggests they are staying put. Alfano has said he will speak with shareholders to understand what prompted the vote, so we may get more clarity soon. My suspicion is that investors are becoming increasingly skeptical about the prospects of refinancing the debt, especially as the process keeps dragging on. Any thoughts here?

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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 2 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

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

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

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