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Breaking: The Offshore Monopoly Is Legal Now!

Transocean’s Valaris merger clears regulators, creating a 68-rig offshore driller controlling four in 10 global drillships.

RIG $6.3BVAL $5.9B

Cannibal Stocks 1h ago 1 click

19h ago SOLS $9.7B

October 2026 Random Ramblings

Yet Another Value Podcast 71 clicks

Oct 13 CARG $2.6B

CarGurus ($CARG): The Auto Trader of America, Priced Like a Used Car

Substack von Philipp 7 clicks

From X

@kab604 46m ago

kab60 on X

Anyone with BofA's initiation reports on $FIS & $FOUR? 🙏 As always, I'll return the favor by telling you about my 3 favorite ideas, so you can top up your short basket

@finphysnerd 3h ago 2 clicks

Myles on X

I wanna short $SNAP so bad. I think for now I'll hold off until after earnings. https://t.co/TpKqIn7GjC

@kab604 5h ago

kab60 on X

$VTU.L raises guidance https://t.co/0Jb8yOedr1, Lithia also improved results in '25 https://t.co/9f3NNV1z5k - $GPI should improve as well https://t.co/NnYS2bSQy8

@LaughingH20Cap 9h ago

Laughing Water Capital on X

@bufetmastermind @secretlyaninja @mbamcnulty maybe i don't. I'd appreciate if you could explain. they had said 50% FCF margin on $1B in sales. $LQDA is still going to get to $1B in sales. Its just going to take longer. Tell me why 50% FCF margins are not in play. Bonus points if you can tell why they won't reduce costs

@BrokenMoats 12h ago 2 clicks

Broken Moats on X

Hottest trade in the past month.....retail stocks Seems odd with rates and oil and diesel moves over the same time frame. And these are not bounces from being oversold these are double digit moves in most cases to new highs while dpz struggled on their print this week, stocks like DKS collapsed around the time this trade started. Bifurcation in retail in recent weeks that seems to be favoring low quality. Something to watch for a reversal soon $KSS $FIGS $URBN $SHOP

@BlueDuckCap 12h ago 3 clicks

BDC on X

It's been 189 days since @evanspiegel had a confirmed sale. The longest sales void ever, per what we can discern from filings. He's in a blackout window now. If the sales do not resume post Q3 window opening then that would seem bullish. We would love an insider buy, too. Evan buys stock here we would think $SNAP is +10% on that day. At least. Not advice. Just pointing out the cadence of form 4's and lack of historical insider buying.

@ACapitalLP 12h ago 3 clicks

A Capital on X

$KYIV https://t.co/bGd6IJ4Xl0

@DeepSailCapital 14h ago 1 click

Deep Sail Capital on X

$DJT Downside still 100% from here https://t.co/6YIEeHfC3e

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The Final Phase of This Bull Market Will Be Massive | Charles Lemonides

Charles Lemonides argues the 18-year bull market has not reached its late-stage liftoff, pairing value-oriented semiconductor longs with…

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The Monetary Matters Network Oct 12 6 clicks

Bristlemoon September 2026 Quarterly Letter

Bristlemoon Global Fund lost 8.4% in the September quarter and added shorts in Campbell’s, REA Group, MasterBrand and Polaris amid narrow…

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Bristlemoon Capital Oct 12 8 clicks

LQDA: finer powder, higher doses

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Trade Ideas Flow Oct 12 4 clicks

Global-e: The Invisible Engine Behind the Brands You Buy From Directly Online! $GLBE

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Substack von Philipp Oct 12 6 clicks

Penguin Solutions: Explosive AI Growth At A Surprisingly Low Valuation

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Investor Overview Oct 12 4 clicks

Fannie Mae, Freddie Mac, Hong Kong stocks Value Stocks late in a Bull Market, and Consolidating a Big Short

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Cassandra Unchained Oct 11 4 clicks

Deep Dive: Inter & Co

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Capitalist Letters Oct 11 7 clicks

Glaukos: Steep Premium For New Therapies And Growth

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Myriam Alvarez Oct 11 4 clicks

You Understand Now, Why You Came This Way

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Rubicon Associates Oct 9 1 click

PTRN · short

Pattern Group INC

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Value Investors Club Jul 15 3 clicks

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Fernanda Galvez Jalil Oct 11 1 click

Research & Analysis: Legence Corp. (NASDAQ: LGN)

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Monte Independent Investment Research Oct 9 2 clicks

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OGC $5.7B

The Bullionaire Oct 9 1 click

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Emerging Moats Research Oct 9 6 clicks

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Latticework by MOI Global Oct 8 2 clicks

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Hunterbrook Oct 8 4 clicks

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