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.
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Market cap$2B–$10B
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absreturnchaser on X
That's a much lower deal than expected $CCC. Odd.
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
Myles on X
I wanna short $SNAP so bad. I think for now I'll hold off until after earnings. https://t.co/TpKqIn7GjC
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
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
Investor Letters
All letters- Asset Value Investors Ltd September 2026 SIEVF $9.9B
- Jemekk Capital Management Q3 2026 MDA $4.6B
- Southeastern Asset Management 3Q26 ACI $6.3BFBIN $4.7B
- Fenimore Asset Management Q3 2026 MBGL $5.3BNOVT $5.3B
- Mar Vista Investment Partners third quarter 2026 SARO $6.6B
- Kingdom Capital Advisors Q3 2026 UNFI $2.7B
- Vltava Fund 3/2026 ATDRF $3.9BRMVEY $3.7B
- Cedar Grove Capital Management Q3 2026 ABVX $7.5BHIMS $6.6B
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