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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George Noble on X
Why would I care what you think? You are a financially illiterate $OPEN bag holder and I managed the #1 fund in the country. @shafeia https://t.co/3AOqjxpRMP https://t.co/xmO8QvUgG2
Barbarian Capital on X
Salesforce to Buy Customer-Engagement Platform for Nearly $5.7 Billion $BRZE https://t.co/9pBHhqK0GW
Serenity on X
Divergence between fundamental demand and valuations are now at extreme levels. You're seeing accelerating procurement from $SMCI to $SPCX vs. collapsing equity prices on $AAOI to colo players. After ERs, I think Oct 2026 will be seen as a DeepSeek / April tariff opportunity https://t.co/RLw4nfI17x
Mr Neutral Man aka "Howard Marks of REITs” on X
Today, I had my assistant call the gas company bc the meters are having issues, schedule 3 termite inspections, had a plumber come fix a sink and the gas connection, and researched how to tow illegally parked cars In the last week, I bought millions of $SITC by clicking buttons
SG on X
With $KSCP and so many others the most important metric is the one nobody talks about: share count growth. https://t.co/SNoPlGWUgS
Timyan Bank Alert on X
Who is buying $PLQC lately and what do they know? https://t.co/9GS2V1JyKj
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8B
- Forager Funds Management October 2026 OFX $72MPLT $99M
- FCL Capital October 2026 INTR $1.7BRSGN $876M
- Protean Funds October 2026 AAK $4.7BVIMGF $2.2B
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 HHSE $12MMOD $5.2B
- Akre Capital Management, LLC Third Quarter 2026 TOI $6.2B
- Allspring Global Investments Q3 2026 3406 $2.9B
(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 6 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…
Research Note
Nine Mile Metals is the subject of a research note.
AMSC, Datadog will be fine, SiTime is worth a look
AMSC and Datadog will be fine, while SiTime is worth a closer look.
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Every publication on this site, hand-picked.
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Seeking Alpha 74 of 277
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Khaveen Investments
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Mike Zaccardi, CFA, CMT
Miletus Research
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Petri Dish Reports
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PropNotes
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Rubicon Associates
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The Alpha Analyst
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The Supercycle Investor- The Undercovered Dozen
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Uttam Dey
Value Capital Research
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X accounts we follow
Every account on this site, hand-picked.
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A Capital
absreturnchaser
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BDC
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Broken Moats
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Cluseau Investments
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Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
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Fajasy
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Fierce_beast
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Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
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junkbondinvestor
kab60
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Kuppy
Laughing Water Capital
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Little Owl Research
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marginofdanger
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Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
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SG
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Undiscovered Compounders
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Investor letters we follow
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- Markel Group
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- Pzena Investment Management
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- Spheria — Global Smaller Companies Fund
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- Steyn Capital
- Stone Ridge Asset Management
- Stone Sentinel Capital
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- Summers Value Partners
- Sustainable Growth Advisers
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- Tapasya Investment
- The London Company
- Third Avenue Management
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- TimesSquare Capital Management
- Touchstone — Balanced Fund
- Troy Asset Management
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- Unconventional Value
- Upslope Capital Management
- VH Standard Asset Management
- Value Line Funds
- Victory Capital — Sycamore Mid Cap Value Equity
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- Vltava Fund
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- Voya Investment Management — MI Dynamic Small Cap Fund
- Vulcan Value Partners
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- Wasatch Global Investors — Micro Cap Fund
- Wasatch Global Investors — Small Cap Growth Strategy
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
