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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 23 clicks

From X

@ACapitalLP

A Capital on X

Starting to think $MGM is absurdly cheap here at ~$29… Market extrapolating a terrible Vegas quarter (EBITDAR -12%, RevPAR -8%) while largely ignoring Macau share gains, BetMGM profitability and Osaka optionality. More interestingly, the buyback window reopens 10/30 with $1.4bn remaining (~20% of market cap). Management willing to take leverage from ~4x to 4.5–5x. Vegas weakness is real, but the marginal buyer is potentially the company itself, with substantial firepower at precisely the wrong price for sellers. Note: Barry Diller ($PPLI) was willing to pay $48/share for this exact same company a few months ago… Thoughts welcome.
@StableBread

Fajasy on X

If First Solar $FSLR wins its patent case at the U.S. International Trade Commission (ITC), TOYO Co., Ltd’s $TOYO cells could be barred from the U.S. First Solar filed a complaint at the ITC on February 24, 2026, claiming certain TOPCon cells, a common high-efficiency silicon cell design, infringe one of its patents. The ITC voted on March 26 to open Investigation 337-TA-1494, naming $TOYO, its Texas subsidiary, VSUN (the Vietnamese panel maker $TOYO was carved out of), and VSUN’s U.S. arm among 47 respondents. The ITC’s target date is November 15, 2027. The patent case won’t be decided before late 2027, but it’s another way $TOYO’s cells could be stopped at the border. I’m not worried about the patent case yet, since the ITC’s target date is more than a year away and dozens of other respondents face the same claim.

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
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

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…

TWST $8B
Hunterbrook 4 clicks

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…

VSH $3.6B
Cestrian Capital Research 3 clicks

Research Note

Nine Mile Metals is the subject of a research note.

VMSXF $14M
Atrium Research - Equity Research 4 clicks

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