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 21h ago 23 clicks

24h ago LOECF $726M

Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout

Bison Insights 3 clicks

25h ago EVC $832M

Entravision Q3 Update

The Value Road 4 clicks

From X

@BarbarianCap 5m ago

Barbarian Capital on X

Outback Steakhouse Owner Raises Profit Outlook as Chain’s Turnaround Continues $BLMN https://t.co/mYeWfuvJ5I

@aleabitoreddit 3h ago

Serenity on X

I think we've reached extreme market dislocation territory. $POET as one example traded close to -$98M under their net cash on Thursday, giving a very negative value to their actual business. But even if hyperscaler capex gets reduced, I'd argue demand visibility on some bottlenecks from substrates, memory, and optics far exceeds market current valuations. And the sector drop presents a very compelling opportunity.

@MaiusPartners 15h ago 1 click

Maius on X

$PSIX Q3 results and recent power sector thoughts: The company delivered an exceptional Q3 clean “beat and raise” by any measure — even better than the record Q2 2025, when the stock peaked at over $100, with a much better story today. Yet the stock trades at a fraction of the valuation, Why? Long-term followers know we turned constructive on $PSIX only recently after an extensive amount of fundamental work and have not been afraid to be critical in the past. It was a meaningful position heading into the print. Given broader sector risks, we also held several related short positions as a factor hedge. However, after analysing $ANT S1 filings and election results, we think the narrative has shifted materially over the past week and when the facts change, it’s always important to reassess one’s central beliefs and have opted to close the majority of the long positions in $PSIX (retaining an OTM call option), while keeping all the shorts. The high level math: ~30 GW of behind-the-meter power capacity is scheduled to become available in 2027, scaling to >100 GW by 2030 if the dozen suppliers deliver on announced expansions (many won’t). Absent major changes in U.S. politics or AI model diffusion rates to support far higher collective monetisation rates across the entire industry, rapid buildout of new data centres on American soil can neither be justified economically, nor politically, a view held by the credit markets for some time, but only just beginning to be priced in by equity investors. The behind the meter power industry risks moving quickly into excess in such a scenario, with incremental suppliers at especially high risk. $PSIX has been one of the top-performing behind-the-meter power plays we track since our recent full note. Its unfortunate market conditions changed so quickly, substantially reducing the probability of developing into the multi-bagger we envisioned. Congrats to everyone who made money in this sector the past few months, it certainly hasn’t been easy (especially on the long side!) — and have a great weekend! DMs always open for those wanting to discuss further.

@Mr_Neutral_Man 15h ago 1 click

Mr Neutral Man aka "Howard Marks of REITs” on X

Not denying nor confirming my VIC identity and I generally would refrain from doxxxing That write up had zero mention of tax analysis which is why funds can't own it. Buying $1mm of $ARI could result in $520k to $833k of cap gain in 2026 before you get any distribution. IMO, whoever ranted against that write up is doing all the members a tremendous service. I personally did a week worth of work on it and talked to some of the smartest folks about REIT liquidations and taxes. I finally found a solution that I feel comfortable with. I didn't buy it in the fund I manage due to the 2026 cap gains. But I found a bespoken solution that I think works for me

@finphysnerd 16h ago 1 click

Myles on X

The replies to this suggest that there is still some serious way to go in the AI crash. The $NUAI baggies out in force. https://t.co/sp29sonrpm

@Mr_Neutral_Man 16h ago 1 click

Mr Neutral Man aka "Howard Marks of REITs” on X

Got the $SITC dividend of $3 last night and used it to buy $ARI today which no longer trades as of 4pm today Sometimes you get to buy a luxury apartment tower in Downtown Brooklyn and get two hotels for free Managed to thread the needle Hope to get a hat trick in liquidations with $ELME $SITC and $ARI

@John_Hempton 16h ago 1 click

John_Hempton on X

You been long $PCT for some time. And communicating with he of the Pink Dildo Fund. I mean Mike must be very smart. He think that Dan Gibson is a genius - and that is his refutation of my PCT short. (My thesis is simple: Dan Gibson is an idiot. My thesis does not involve Mike Taylor.) https://t.co/kDkDVkfDSl