SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate
SiriusXM trades at 6.5 times free cash flow, a 15% yield, with high short interest and catalysts that could drive a short squeeze.
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From X
George Noble on X
@FrenchV33921 Already there with $CRWV and $IREN IS $NBIS worse?
A Capital on X
@kingdomcapadv People aren’t convinced $MNRO gets sold
Farmer on X
@pansareV ChatGPT estimates it's lagged $VT by 5% since then. https://t.co/X6RvDRFOvf
Calvin Blissett on X
@sidecarcap This is exactly what I think is happening with $SLM $KSPI and maybe $YB. $KNSL too
A Capital on X
My favorite part of this $OWL article… What possible value could investment bankers see in a full or partial sale of the business that the public market is apparently missing? https://t.co/5rjY1IZQv1 https://t.co/yWPrLNBD21
Investor Letters
All letters- Artisan Partners Q3 2026 GRAL $6BJPPTY $68B
- White Brook Capital Third Quarter 2026 ACNT $123MCCLD $79M
- Davenport Asset Management Q3 2026 ACM $7.6BAMT $86B
- Distillate Capital 2026 Q3 TOL $12B
- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BCRL $15B
- Rewey Asset Management 3Q26 MEC $362MUCTT $2.5B
- Hosking Partners Q3 2026 DHT $4.1BHAFN $5.4B
- Guinness Global Investors third quarter of 2026 AFL $59BDANOY $44B
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