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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Lee Roach on X
Sell TV, keep executing, initiate fat buy back, repeat. $EVC https://t.co/dOmr9ZLiTB
DOMO Capital Management, LLC on X
Best part of $GPRE earnings call: "As all of our projects compete for capital, from time to time, we expect to be buyers of our own shares as well, and it may be one of the highest cash flow accretive options available" They can repurchase 8% (~5.5M) of the outstanding shares.
DOMO Capital Management, LLC on X
Over the next three years $GPRE earnings are going to exceed its entire enterprise value.... That's insane and it isn't based on any temporary factor such as the Iran war. These are durable, sustainable earnings. How does the market possibly come to a $14 valuation on this? Insane.
kab60 on X
Interim CEO at $FOXF with PE background, board getting declassified, biz simplified, leverage down...
Calvin Blissett on X
$CCLD $YB $CCOI $BOC $AMR $HCC $CNR $METC $USIO $HHS $HY $ARKO $SLM https://t.co/XRRQSpa8YO
Mr Neutral Man aka "Howard Marks of REITs” on X
This is the main reason why we own 3 to 4 times as much of $CPT vs $MAA and $NXRT Blended leases up 1.0% in Q3 with new lease down 2% YOY vs new leases down 6% for MAA and down 4.5% for NXRT The renewal - new lease is too high for MAA for my liking. Much healthier for Camden Same store NOI -0.2% in Q3 vs -1.8% for MAA and -8.2% for NXRT (large chunky expenses that is not run rate for NXRT) @jayparsons
DOMO Capital Management, LLC on X
There is a reason $ANDE just paid 4.25x ethanol production for three ethanol plants. Based on that - $GPRE would be valued at least at $35 per share factoring in converts if not $40+. The market is completely missing this (and $ALTO)! An acquisition literally just validated this days ago.
DOMO Capital Management, LLC on X
$GPRE has generated ~$280M of EBITDA through the first 9 months of the year. Based on today's report, $GPRE enterprise value as of 9/30 was ~$1.3B which does not include the 45Z credits. If we include them... EV = $1.085B. Are you kidding me? How is this stock not $30+???
Investor Letters
All letters- Forager Funds Management October 2026 TUA $538M
- FCL Capital October 2026 RSGN $876M
- Bison Interests third quarter 2026 OILSF $949M
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $417MGRVY $462M
- Greystone Capital third quarter of 2026 KTYCF $461MSRTA $498M
- Sandon Capital — Activist Fund September 2026 KAR $781M
- Westwood — Quality SmallCap Fund 3Q 2026 LCLN $935M
- Wasatch Global Investors — Micro Cap Fund third quarter 2026 AII $531MLINC $557M
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