Merger Monday & Election Implications
EQT’s $50 billion merger with Range Resources and Ovintiv’s $1.26 billion acquisition of Logan Energy reshape North American oil and gas alongside Brazil and British Columbia election…
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From X
Laughing Water Capital on X
Think signal value for $NN is very high here. Ajit Pai, Brendan Carr’s mentor at the FCC, is Pres and CEO of CTIA. Execs from $VZ and $T are chair and vice chair. Unlikely they put Mariam on the board unless $NN future is bright. 💯% Pai knows what is happening behind FCC doors. https://t.co/4Jtm3aiAf9
Porter Collins on X
@JeffreyCherkin Not a bad purchase of $FTAI this time last year < $90! @MelissaLeeCNBC
Laughing Water Capital on X
Sounds like terrestrial GPS is being prioritized $NN https://t.co/EZoHuCydcB
Laughing Water Capital on X
$NN https://t.co/WSPZtvXkj1
Laughing Water Capital on X
Terrestrial backup to GPS is essential. $NN https://t.co/sCRxCPCldm
Brian McGough on X
$HELE Helen Of Destroy out with another punk quarter. Organic sales down 10%. Trouble brewing in China. Cut guidance again. We shorted this at $120 with a $5 price target. Stock struggling to hold $20 this a.m. Sticking with this one...
Investor Letters
All letters- Langdon Equity Partners Q3 2026 LOECF $774MATS $1.9B
- Halvio Capital Q3 2026 CZBS $120MMCCK $490M
- Bretton Fund 3rd Quarter 2026 MBGL $5.6B
- GreensKeeper Asset Management Q3 2026 ABANF $267MICE $91B
- Miller Value Partners third quarter 2026 CNXC $2.1BFOSL $404M
- EdgePoint Wealth Management 3rd quarter, 2026 ROST $76BTTNDY $28B
- Guinness Global Investors third quarter of 2026 AFL $60BDANOY $45B
- Rowan Street Capital third quarter 2026 TTD $6.1B
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💥Is Getty a Prepack in Name Only?💥
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Digital Marketing Leader Klaviyo Deserves A Strong Buy
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Fountainhead 2 clicks
Signet Jewelers (SIG): The Next Dillard’s?
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DGXX · short Digi Power X INC
Kingstone Company: Reduction In Reinsurance Will Improve Margins
Given Mahlangu 2 clicks
Tower Semiconductor Deep Dive
Tower Semiconductor’s low-loss photonics chips halve lasers in 1.6T optical modules, supporting a $680 million annualized photonics run…
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I went through all 142 companies in Value Line this morning. Here are the 6 that made it
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Ares Capital’s 10%+ yield is supported by a $30.5 billion portfolio with over 70% floating-rate debt, though dividend coverage remains…
Jonathan Weber 4 clicks
Margin Call
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CoreWeave's financial statements point to a business model familiar to the authors after a closer review of the AI infrastructure company.
DigitalOcean's AI Flywheel: Unleashing Massive Growth Potential For Bold Investors
Star Investments 9 clicksHave a source we’re missing? Send your pick
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