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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 23 clicks

From X

@ActAccordingly 1 click

PAA Research on X

Big gap higher pre-mkt for $W. Furniture names in general have been ripping the past 3-months. QUIETLY. 4+ years of brutal housing market headwinds and these businesses have been grinding away, generating cash, buying back stock, preserving margins. Easy comps + the potential of an upturn in housing velocity make it a good recipe for longs with valuations that remain notably cheap relative to mid-cycle EBITDA. Look at some of these 3-month returns: $BOBS: 64.8% $W: 35.8% $BSET: 34.1% $WSM: 33.2% $HOFT: 21.4% $LZB: 18.5% $ETD 12.2% There's plenty of juice in the group with a sustained upturn in home furnishings spend after the post-COVID19 crash. $WSM is on our Buyback Outliers list. I own $BSET, $ETD, $BBBY

Investor Letters

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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

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…

VRRM $333M
The Oak Bloke 3 clicks

TSOH Weekly Roundup (10/30/2026)

Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.

BBW $371M
TSOH Investment Research 1 click
ONT · long

Onterris INC

Onterris, formerly Montrose Environmental Group, trades at 8.6x next-12-month EBITDA as an environmental consulting and response services…

ONT $739M
Value Investors Club 1 click
BMBL 2026-10-21

Bumble is being taken private

Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.

BMBL $790M
Modern Value Investing 8 clicks

LXS.DE: a 2028 sale it can force

Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.

LPTH $472M
Trade Ideas Flow 21 clicks

Build-A-Bear: A Narrower Path

Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.

BBW $371M
TSOH Investment Research 18 clicks

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