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Tuesday, November 10, 2026

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@RagingVentures 1 click

Raging Capital Ventures on X

Even with the nice move today, $SKIN still only trades for ~4.5x EV/EBITDA. To potentially regain inclusion in the Russell 2000 (it was recently deleted), I estimate that $SKIN would have to trade for around 5.5x EV/EBITDA, or roughly $23 per share. That doesn’t seem like a high bar for a stable, capital-light business that should start generating meaningful FCF while also benefiting from two new pending product upgrade cycles.
@calvinblissett

Calvin Blissett on X

$CCLD: They can reach it in the public markets with continued execution imo as they show AI resilience and benefits as well as continued software development, tuck in acquisitions and integration of Medsphere without too much churn . They have before achieved those multiples in the public markets. That said I would love to be the one to take them private, I think anyone doing so gets a “platform” and a steal and want that to happen because I have so many opportunities I could easily redeploy the cash in names where I have just as high conviction.

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Seed Corn

Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…

XRN $372M
Orphan REITs 2 clicks

STRL: 80 new electricians a week

Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…

STRL $7.6B
Trade Ideas Flow 1 click

Diamond Estates: Research Note

Diamond Estates converts $4.7 million of Lassonde debentures at a 69% premium, cutting debt to $10.9 million and raising Lassonde ownership…

LSDAF $1.2B
Atrium Research - Equity Research 3 clicks

Vicor Update, Part Four

Vicor’s Federal Circuit hearing put Foxconn’s disputed patent license under pressure, reinforcing its AI server royalty model and licensing…

VICR $6.8B
CV's Substack 3 clicks

Floor & Decor 3Q26: Business Update

Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…

FND $5B
Speedwell Memos 1 click
FND · long

FLOOR & DECOR HLDGS

Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.

FND $5B
Value Investors Club 1 click

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 26 clicks

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