Post Q3 EVC Update
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
Friday, November 6, 2026
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JabroniCoin.USD on X
Bernstein on CXMT: “We believe a new fab of max capacity at 100k wpm is being built in Shanghai now, & is due to begin production early next year. There is no mention of this fab in any company filings” Models capex rising 70% YoY through ‘28 to $35B CXMT capex is $ACMR revenue https://t.co/rQXi6eh7PX
Dalius - Special Sits on X
$PRTH +34% pre-market after Priore raised the bid to $8.05/sh. Def. deal now signed after ~10 months. With Priore controlling ~55%, this looks largely done. Two very lucrative trades for SSI: +30% first time around, then +40% after re-entering on the pullback. Full pitch👇 https://t.co/EBiGxWJZf2
JabroniCoin.USD on X
$ACMR seems to be the simplest way to play the inevitable CXMT/YMTC ramp https://t.co/NlvTBGCZSr
A Capital on X
@BetterIRR Q: Where does $CODI trade if they execute a major asset sale before year-end? https://t.co/JhnAKOI3hl
Dalius - Special Sits on X
$PDEX looks like a stable medtech biz with robotics upside thrown in almost for free - Largest customer extended through 2028 - Exclusive hardware partner for Zimmer Biomet’s mBôs platform - Recurring procedure-linked sales - CVRs could add ~$6.80/shr Pitch by @CaptnKirk13 https://t.co/SItNIqKB1K
Deep Sail Capital on X
@marketplunger1 A majority of them are in Japan or Korea $OUST - LiDAR leader. $NOVT - Drives, motion, medical. M&A strategy in robotics end market. It’s really expensive though.
Odd Diligence on X
@jukan05 Sounds like $PENG
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8B
- Forager Funds Management October 2026 OFX $70MPLT $96M
- FCL Capital October 2026 INTR $1.7BRSGN $881M
- Protean Funds October 2026 AAK $4.6BVIMGF $2.2B
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 MOD $5.2BSMTC $8.5B
- Akre Capital Management, LLC Third Quarter 2026 TOI $6.1B
- Allspring Global Investments Q3 2026 3406 $2.8B
(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…
CareCloud (CCLD): A Second Sales Rep Talks. More Structure. Didn’t have a leader of sales for 18 months. That has changed. Organic growth through Medsphere?
CareCloud rebuilt its sales organization under Christopher Langehaug after 18 months without a sales leader, with a second sales rep…
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…
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.
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…
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.
The Undercovered Dozen 1 click
CareCloud (CCLD): Q3 2026 Call Notes and Thesis. My biggest position, I’m bullish. To me it’s a multibagger
CareCloud’s Q3 revenue rose 9% through acquisitions but fell 8% pro forma; the RCM consolidator targets 25–30% margins by shifting acquired…
Artiva Biotherapeutics: Busted Biotech
TransMedics Group Inc Earnings Update: Q3 2026
TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.
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.
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.
Wolfspeed: Still Bullish After A Post-Earnings Wipeout
Vince Martin 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…
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…
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…
Array Technologies And Shoals Merger Creates Upside Potential
Array Technologies and Shoals Technologies plan to merge, targeting cross-selling and cost synergies as ARRY's order book holds firm and…
Caffital Research 3 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…
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…
AMSC, Datadog will be fine, SiTime is worth a look
AMSC and Datadog will be fine, while SiTime is worth a closer look.
New Ideas From The Road
Aurelion Research increased healthcare exposure and sees opportunities in banking and defense, alongside research on Alcoa, Nike, ONON and…
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Ordered by how often our editor reaches for them.
