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Saturday, November 7, 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 22 clicks

From X

@KEDM_COM 1 click

KEDM.com on X

More on #nicotine: While the market potential in the US is many times larger than in Sweden and Norway, the dynamics are very different. In Sweden, the market is mature and largely saturated, with pouch growth mostly cannibalizing Snus. In the U.S., it is more fragmented and experimental. The large players include Philip Morris $PM’s Zyn, British American Tobacco $BTI’s Velo and Altria $MO’s On!. There are some niche brands, of which Alp is the most notable because of its promotion by Tucker Carlson. It is owned by a JV between Tucker and Turning Point Brands $TPB. TPB is widely covered in our Discord channel, mainly by KEDM subscriber @stonksbusinessman.
@DOMOCAPITAL

DOMO Capital Management, LLC on X

Icahn owns ~33% himself if you count the Nomura swaps. The new Ares credit agreement limits buyers to 35% of shares outstanding, so $MNRO can let the poison pill expire and Icahn can immediately move the Nomura swaps to himself OR he could keep them as swaps and add another 16%+ of shares instead.... I digressed there a bit, but the initial point was going to be that they already technically own essentially 50%. DOMO Capital owns 1-2% of the outstanding shares as well...
@aleabitoreddit

Serenity on X

$AAOI signs $194.4M/year contract with Yuunan Germanium. This is for 2027 alone, with a 5 year contract. Given an implied total of ~$970M in InP substrates over 5 years (before price hikes) Hmm just some thoughts: - AOI laser capacity expansion seems bigger than what’s disclosed based on procurement patterns? 180K wafers seems like an extreme amount compared to what’s needed for lasers within their own transceivers… if they can consume all of that So maybe we’ll hear about a new UHP laser contracts in earnings, after $LITE announced a $5B contract. - read through on $AXTI is positive, given they’ll probably be #1 in InP substrates manufacturing scale in the future + have contracts with $LITE and $COHR. - positive AOI was able to secure capacity during the bottleneck More spend is probably the boogeyman in the AI trade, but it’s a good signal for earnings.

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Entravision Q3 Update

Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…

EVC $832M
The Value Road 4 clicks

Axon 3Q26 Business Update

Axon cut full-year guidance after delayed federal Dedrone contracts slowed 3Q revenue growth to 28%, while software and services grew 43%.

AXON $31B
Speedwell Memos 2 clicks

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

Trading Post November 5, 2026

MercadoLibre’s logistics expansion cut margins by 60 basis points, while Mercado Pago grew credit 62% with 7% NPLs.

MELI $77B
Cassandra Unchained 2 clicks

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