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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From X
A Capital on X
$VSAT < $60 👀
junkbondinvestor on X
GTCR and Elliott are buying $CCC at ~5.3x fwd revenue and ~12.5x EBITDA. This is a uppier-tier vertical SaaS w/ ~42% EBITDA margins, ~98% gross retention, and network effects If the best assets are clearing at 5-6x, think about what that means for software lenders on everything else.
Colin King on X
September 2026 write-ups: 1) $THRM RMT transaction (sort of a spin) 2) $CTVA $VYLR spin-off 3) Guide to M&A situations 4) $DECK beaten down (busted GARP) 5) $RAVE transitioning from turnaround to growth story https://t.co/fKWlrWNy4S
Ian Bezek on X
If you're wondering why half of FinTwit is going nuts while everyone else is chilling, it's because some of the momo stuff is down 30% this week. $AAOI https://t.co/2s7dBv2qgq
Deep Sail Capital on X
I’d throw out $JOBY, it’s still a legit company and leader in the EVTOL space with real catalyst ahead with Dubai commercial service is targeted for the end of 2026
Colin King on X
@junkbondinvest CSWC spun off control stake in what is now $CSW Solid operators in an otherwise tough space
absreturnchaser on X
That's a much lower deal than expected $CCC. Odd.
Investor Letters
All letters- Artisan Partners Q3 2026 SPIIY $7.2B
- Frank Capital Partners Q3 2026 HRB $5.4B
- 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
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