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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

@aleabitoreddit

Serenity on X

Agility Robotics merger is now approved! $AGLT is expected to begin trading November 5th, following the November 4 closing... As the first US pure-play humanoid company! The company is backed by $NVDA, $AMZN, Foxconn, Softbank, and others... to automate human work in warehouses and manufacturing. ~61.48% of the 41.4M public shares were redeemed (~25.45M shares), leaving ~15.95M public shares tradeable. Given heavily reduced share count, as a warning, the stock may experience significant volatility. Disclosure: Not a recommendation, purchased $CCXI shares today after seeing the news and currently hold a position.
@Adam_Wyden 1 click

Adam D. Wyden on X

$DRVN Full year numbers DIDNT CHANGE in our view. They mentioned restatement costs of at least $50mm and the midpoint of restatement before was 40... My guess is incremental restatement cost is 10-20.. So if the restatement is high might have even been a beat... Take 5 comp was 4.9 pct and holding two year stack in 4q would imply 8.5 pct... this seems like a kitchen sink to me. Franchise brands and auto glass both look good too.

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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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