Tuesday, November 10, 2026

Post Q3 EVC Update

EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.

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…

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…

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…

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…

HRVFF · long

Harvia Oyj

10 Cheap Stocks Nobody Is Looking At

Ten sub-$250 million stocks trade at low earnings and asset-value multiples, including RJD Green at 4.3x earnings and Seko at 7.5x.

Braemar Hotels & Resorts: HST Four Seasons Sale, Updated Thoughts

Braemar Hotels & Resorts’ Four Seasons sale prompts updated views on HST.

2.3x P/E, Recurring Revenue, Net Cash 4x Market Cap

Dental Patient Care America, an OTC dental cooperative with 750 members, trades at 2.3 times earnings while holding net cash worth four…

The Solvency Floor: Why I Served a "Revlon Notice" to the Board of WM Technology, Inc. / Weedmaps (MAPS)

WM Technology shareholder Rod Alzmann urges Weedmaps’ board to pursue a strategic proposal, including a $1.60 to $1.80 Dutch auction,…

Fast-Growing Software Company, 9x FCF, Buying Back Shares

NamSys (CTZ.V) trades at 9x free cash flow, buys back shares and grows cash-management software revenue, led by 52% growth in its…

InMode (INMD): Low-risk Take-Private Opportunity *Exited*

InMode faces $1 billion to $1.1 billion take-private bids, including Centroid and a management-led group, while Steel Partners offers $18…

Negative EV, 8% Dividend, Sale Likely

Taitron Components trades below net cash and investments after tariffs, a dividend cut and voluntary Nasdaq delisting drove shares to $1.

New REIT position: GO Residential (TSX: GO.U)

GO Residential, a TSX-listed Manhattan luxury-apartment REIT, raised about $400 million in Canada’s largest REIT IPO and trades at a wide…

The Silver Bloodbath: Fortune Favors the Prepared

Gold fell 8% and silver 25% as the author says it exited before the selloff and now favors Monument Mining at 1.25x operating cash flow.