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Tuesday, November 10, 2026

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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 assets to fund future deals.

XRN $372M
Orphan REITs 2 clicks

From X

@majgeoinvesting

Maj Soueidan on X

Almost got super excited about $AEYE Q3 inflection to profitability that they reported. There’s also been some major insider buying and they’re buying back a good deal of stock. However, these fuckers use EBITDA as their adjusted EPS - a little sneaky. I’m still watching, but not nearly as excited as I was. I mean, it’s still a potential breakout because the company reported a GAAP profit for the first time in its recent history. So, you can potentially value the company on price or EV to revenue, which is looks to be around 4x, which seems about fair. EV/EBITDA is around 13x. They sells software and services that help businesses make websites accessible to people with disabilities and just launched “Agentic Audits and tools” that integrate accessibility intelligence into AI coding workflows Need to figure out where revenue has to get to in order to get to profitability on a real adjusted income basis and if analyst estimates are GAAP or adjusted EPS and not EBITDA. Shame on analysts if they’re using EBITDA. @MicrocapDr It appears that they are - looks like they’re just using the company’s adjusted EBITDA guidance.😂 lazy If you look at the GAAP history, they’ve been losing a ton of money, but the estimates (in green) are much higher. Financial matrix source: @InfoArbMonitor

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💥Tead-ering💥

Teads’ revenue fell 26% and its stock dropped 38% as Google AI summaries cut publisher referral traffic, worsening losses and straining its…

TEAD $17MGUTS $13M
PETITION

Lion Copper: Initiation Report

Lion Copper targets 2030 Nevada copper production at Yerington, with Rio Tinto’s Nuton funding its 2027 feasibility study under a 65%…

LCU $96M
Atrium Research - Equity Research

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

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

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 4 clicks
OPRX · long

Optimizerx CORP

OptimizeRx, OPRX, trades 30% below its February 2025 writeup despite becoming a stronger company.

OPRX $163M
Value Investors Club 2 clicks

Value Roundup

Talen’s post-bankruptcy nuclear assets, FREIT’s $22 Kushner bid and Calithera’s failed liquidation vote illustrate unusual small-cap…

FREVS $118M
Exploring with Alluvial Capital

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