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
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
Colin King on X
Example: $FMC down ~40% premarket on "horrendous" guidance https://t.co/EvQvUTqGV0
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
absreturnchaser on X
@mroliverbarnes Western Union $WU update?
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
- Asset Value Investors Ltd Q3 2026 CHRY $388MENRG $353M
- Fenimore Asset Management Q3 2026 MBGL $5.3BNOVT $5.3B
- Diranko Capital Q3 2026 AT $572M
- Stone Sentinel Capital Q326 5515 $328M
- Hood River Capital Management Q3 2026 EOPSF $1.4BEQR $1B
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Investor Overview 4 clicks
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Robert J. Lake 2 clicksHave a source we’re missing? Send your pick
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