Monday, November 9, 2026

Seed Corn

Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office assets to fund future deals.

XRN $402M

Orphan REITs 14h ago 2 clicks

24h ago BDCO $147M

41 Stock Pitches (2nd-8th November) 🟢

Capital Employed 4 clicks

37h ago BDCO $147M

Blue Dolphin (BDCO): A Tiny Texas Refinery Printing Money in a Diesel Shortage (1.3x P/E)

Calvin Blissett 2 clicks

From X

@Fierce__beast Sep 24

Fierce_beast on X

Shorting low P/Es sometimes works: $SSTK and $GETY

@aleabitoreddit Sep 24

Serenity on X

@tradesidious @kkkkk61216936 I still have $CCXI, they haven't even had the listing event yet, so volatility up until then is kinda meaningless to me.

@calvinblissett Sep 24

Calvin Blissett on X

I cannot justify that either, what I can is on Owners Earnings and Enterprise Value to Owners Earnings. $BMBL can start and supplement the word of mouth fly wheel inorganically through paid advertising, which is what they have done historically and are ramping up in the next few Qs

@calvinblissett Sep 24

Calvin Blissett on X

To me that is not true and one of the common misconceptions on $BMBL, like someone insightfully mentioned word of mouth is a powerful thing. Especially in today’s day and age. Here is a real world scuttle butt example: I was talking to a girl about here boyfriend and how they met and how she meets guys. She said hinge, instagram tinder. She said hinge for dating, tinder for hook ups. If she mentions Bumble for dating that is a huge endorsement and whoever hears it is virtually certain to try Bumbls. If $BMBL is continuously successful at providing quality matches (Whitney’s goal) it will gain new users->leading to potentially more subscribers->leading to potentially more lost subscribers due to success->who will spread the word and create more inflowing subscribers than out flowing. Word of mouth may be the most powerful advertising force

@stockgutter Sep 24

SG on X

$QFIN large $5.3m insider sale by director Andrew Yin on Form 144

@BlueDuckCap Sep 23 1 click

BDC on X

Security was a breeze at Sofi thanks to $evlv

@Mike10947310 Sep 23 2 clicks

Mike on X

$ESP - solid earnings. Numbers were record high, but main negative is book-to-bill sub 1. However, that's expected as funding will flow in '27. One interesting thing - they added language about positive revenue growth into '27. Normally they haven't provided any sort of guidance.

@majgeoinvesting Sep 23

Maj Soueidan on X

Apparently, my mom is now buying stocks. We're all in trouble now. She wanted to know what to buy (she already owns $SIF ). I gave her $RFIL and $OCC. This will clearly determine if I'll be invited to thanksgiving this year.

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 Nov 6 24 clicks

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

Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…

LOECF $726M

Bison Insights Nov 6 3 clicks

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 Nov 6 4 clicks

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…

CCLD $93M

Calvin Blissett Nov 6 6 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 Nov 6 3 clicks

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…

CCLD $93M

Calvin Blissett Nov 6 1 click

Artiva Biotherapeutics: Busted Biotech

ARTV $206M

Clark Street Value Nov 5 5 clicks

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…

NXRT $825M

Latticework by MOI Global Nov 5 6 clicks

Site Centers (NYSE:SITC)

Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties…

SITC $192M

Real Assets, Real Value Nov 4 5 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,…

SRTA $498M

Capital Employed Nov 1 14 clicks

NGVC · long

Natural Grocers Vitamin Ctge

Natural Grocers (NGVC) returned to $27.80 after a prior long entry at $21 and exit recommendation at $46.

NGVC $682M

Value Investors Club Aug 11

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…

AEYE $158M

Sunday's Idea Brunch Nov 1 3 clicks

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…

TZOO $54M

Calvin Blissett Nov 1 2 clicks

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…

VRRM $333M

The Oak Bloke Oct 31 3 clicks

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…

AURA $690M

Equity Eagle Oct 31

TSOH Weekly Roundup (10/30/2026)

Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.

BBW $371M

TSOH Investment Research Oct 30 1 click

OSS Q3 FY12/26 Earnings Analysis

One Stop Systems grew Q3 continuing-operations revenue 36% to $12.6 million, raised FY2026 revenue guidance to $45 million, and used $11.8…

OSS $117M

Cestrian Capital Research Oct 29 1 click

Build-A-Bear (BBW) Part II: The Scion Capital Analyst Tempate and the All Map

Build-A-Bear’s lease overhaul, off-mall expansion and partner-led wholesale growth reshaped a debt-free retailer with $80 million EBITDA,…

BBW $371M

Cassandra Unchained Oct 29 3 clicks

This Week in Special Situations: Mattel, Winnebago, PayPal

Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.

WGO $892M

Latticework by MOI Global Oct 29 3 clicks

Duos Technologies Pivot To Data Center Pods Is Gaining Traction

Duos Technologies, DUOT, has shifted to modular edge data center pods, with Q2 revenue up 30% to $6.18 million and FY27 revenue guided…

DUOT $151M

Shareholders Unite Oct 29 2 clicks

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Monday, November 9, 2026

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