Post Q3 EVC Update
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
Saturday, November 7, 2026
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From X
Calvin Blissett on X
$JRVR ~4x multiple. Below adjusted book of circa $6.68 per share, activist, E&S is a good niche, mgmt rationalizing for economics. This one has messed up bad many times in the past and probably deservedly has a horrible reputation https://t.co/CD2VZ19KO0
Calvin Blissett on X
$ARKO Trading below the value of it's stake in $APC, transferring to asset light business model, targeting 10% dividend https://t.co/kDZ2zPoIkm
Maj Soueidan on X
Stocks that need activists: $ATGN: Had yrs. to execute turnaround + monetize $FISV & new offerings. No buybacks/insider purchases. $PBSV: Yrs. of no growth + underutilized cash-rich balance sheet. Special divys are a start, but bought back only 4K shares this yr. Any others?
Maj Soueidan on X
Joke Of The Week award goes to $UPXI👇 Year end “highlights” from press release: - Repurchased 2.9M shares. - Subsequent to fiscal year-end, issued 2.5M shares under the company’s at-the-market program. Punch line: Now that’s what capital allocation looks like baby!
Deep Sail Capital on X
@LogicalThesis $MXCT ?
junkbondinvestor on X
Wendy's franchisee surprise bankruptcy filing. Stock down 85%. Friendly reminder to not buy OTC stocks. $MHGU https://t.co/LbEfbjCBba
Mike on X
@CapstackCapital Did you catch $FTEK CEO’s presentation? Quite strong, they expect to add more wins to backlog by EOY.
David Orr on X
I see this a lot in the investing business. For example, the young fiery aggressive fund managers of the 1990s, who called out dishonest bad management, are now behaving like the companies they used to vicisouly attack. Stuff like $GLRE or $HHH.
Investor Letters
All letters- Forager Funds Management October 2026 OFX $72MPLT $99M
- FCL Capital October 2026 RSGN $876M
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 HHSE $12M
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $417MGRVY $462M
- Greystone Capital third quarter of 2026 KTYCF $461MSRTA $498M
- Sandon Capital — Activist Fund September 2026 COG $241MFWD $130M
- Elm Ridge Management September 2026 LUCN $84M
CareCloud (CCLD): A Second Sales Rep Talks. More Structure. Didn’t have a leader of sales for 18 months. That has changed. Organic growth through Medsphere?
CareCloud rebuilt its sales organization under Christopher Langehaug after 18 months without a sales leader, with a second sales rep…
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…
CareCloud (CCLD): Q3 2026 Call Notes and Thesis. My biggest position, I’m bullish. To me it’s a multibagger
CareCloud’s Q3 revenue rose 9% through acquisitions but fell 8% pro forma; the RCM consolidator targets 25–30% margins by shifting acquired…
Artiva Biotherapeutics: Busted Biotech
This Week in Special Situations: Lear, AutoNation, NexPoint, AudioCodes, Xponential Fitness
AutoNation, Lear, NexPoint, AudioCodes and Xponential Fitness lead a 52-situation screen spanning buybacks, insider purchases, M&A and…
Array Technologies And Shoals Merger Creates Upside Potential
Array Technologies and Shoals Technologies plan to merge, targeting cross-selling and cost synergies as ARRY's order book holds firm and…
Caffital Research 3 clicks
Research Note
Nine Mile Metals is the subject of a research note.
Site Centers (NYSE:SITC)
Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties…
AirSculpt Technologies: A Curious Play On Unit Economics
AirSculpt’s procedure economics remain attractive, but high customer acquisition costs and underused clinics pressure profitability; the…
Sanjay Swamy 3 clicks
Namib Minerals: Research Flash
Namib Minerals accelerates Redwing’s restart, targeting first gold this month and a ramp from 338 ounces monthly to 835 ounces by Q2 2027.
HNRG · long Hallador Energy Co
CytomX Therapeutics: Trading Near Cash Value While Varseta-M Heads Toward Pivotal Trials
Cypriot Invests 
Educational Development (EDUC) – The Book Value Trap
Educational Development trades at 0.21x tangible book after selling its distribution complex to repay debt, but FY26's $2.3m profit masked…
Mammoth Energy: Fly Like An Eagle
Mammoth Energy's aviation unit derives 85% of revenue from engine and APU leases, earning 18% yields while Surf Air's going concern warning…
Naples Investor 2 clicks
48 Top Stock Pitches (26th-1st November) [NO PAYWALL] 🖨️
Capital Employed rounds up 48 stock pitches, led by Greystone’s $14.50 target for organ-transplant logistics firm Strata Critical Medical,…
Initiation Report
Nine Mile Metals is initiated under research coverage.
Idea Brunch with Jamil Tahir of TurnMark Capital
TurnMark Capital’s Jamil Tahir describes buying entrepreneur-led microcaps at fundamental inflection points and using Claude to automate…
Travelzoo ($TZOO): Members Pay Up Front, GAAP Calls It a Loss, and the Market Prices It Like It's Dying. I think the stock can 4x
Travelzoo’s roughly 400,000 prepaid members generate deferred revenue while acquisition costs hit GAAP earnings immediately, masking the…
Verra veerer
Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…
Aura Biosciences: A Pivotal Trial Engineered With Room To Spare
Aura Biosciences expects pivotal Phase 3 bel-sar data in early choroidal melanoma in 2027, funded by $323.8 million of cash into the first…
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Sectors
Ordered by how often our editor reaches for them.
