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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absreturnchaser on X
@mroliverbarnes Western Union $WU update?
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
George Noble on X
Keith, you are a total POS. You belong in jail for securities fraud. I own you. You laughed at me first shorting $OOEN at 8. You are such a pathetic, odious pile of garbage. So pathetic. The entire world is laughing at you. Thanks for playing. $OPEN @rabois @ericjackson @APompliano @
Calvin Blissett on X
@valuedontlie Forgive me I haven’t done the work I may soon, isn’t the whole point of $VITL is having a brand and being specialized to insulate it from cyclicality to see degree? I’m one of those people who pay up for pasture raised no matter what
Investor Letters
All letters- Southeastern Asset Management 3Q26 ACI $6.3BFBIN $4.7B
- Asset Value Investors Ltd September 2026 VVVNF $1.6B
- 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
- Mar Vista Investment Partners third quarter 2026 SARO $6.6B
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