Sell OPTU by Sep 14, 2026.

Fresh round of company write-ups from Substack worth reading, all published within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com](https://gilescapital.substack.com) # Americas **Wolf of Oakville** on [**ADF Group**](https://www.wolfofoakville.com/p/adf-group-inc-drxto-fins-review) (🇨🇦 DRX TSX - CAD$294m) Structural steel fabricator, 9.9x earnings, $646m contracted backlog after a record quarter. It quietly reshuffled to 72% Canadian clients as US tariffs hit. Founders own 51%. **Karst Research** on [**Titan America**](https://karstresearch.substack.com/p/titan-america-ttam) (🇺🇸 TTAM US - US$2.9bn) East Coast cement producer at …