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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 20 clicks

From X

@aleabitoreddit 1 click

Serenity on X

I’m just calling out what I see with a failure in corporate communication, when so much is at stake. I’m really not sure why SK Hynix/Samsung representing SK’s economy let narratives of memory oversupply be dominated by their own customers on X. Or why $CBRS, which lost billions in valuation after the short seller report, is waiting for an analyst question in earnings to fix the damage Or why many of the “guppies” that would face a death in the Neocloud market aren’t actively fighting back against that claim here. A lot of narratives and claims originated and were distributed via X. Even if you don’t like Elon or X, even the Democratic Party combats narratives here as seen with the ratio on the VP’s New York post I don’t see why this can’t be done with AI companies calling BS on $4 B300 price gluts.
@BrokenMoats

Broken Moats on X

$MFC the spotlight has shifted off private credit but the issues have not gone away. MFC is in my opinion one of the more overlooked violators stuffing their life insurance investments with outsized exposure to private credit and cre. Just look under the hood of their earnings tonight. "𝐖𝐡𝐞𝐧 𝐰𝐢𝐥𝐥 𝐌𝐚𝐧𝐮𝐥𝐢𝐟𝐞 𝐥𝐨𝐰𝐞𝐫 𝐢𝐭𝐬 𝐚𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐯𝐞 𝐚𝐬𝐬𝐞𝐭 𝐫𝐞𝐭𝐮𝐫𝐧 𝐚𝐬𝐬𝐮𝐦𝐩𝐭𝐢𝐨𝐧𝐬? Alternative long-duration assets missed expected returns by $153 million post-tax, marking six straight negative quarters and $1.35 billion of cumulative shortfalls by our math. Keeping unchanged return assumptions turns recurring investment shortfalls into excluded below-the-line charges every quarter."

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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

ARM Q2 FY3/27 Earnings Review

Arm reported Q2 revenue of $1.443 billion, up 27%, as licensing rose 50% while royalties grew 8%; Q3 guidance calls for $1.54 billion.

ARM $181B
Cestrian Capital Research

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