SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate
SiriusXM trades at 6.5 times free cash flow, a 15% yield, with high short interest and catalysts that could drive a short squeeze.
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Market cap$300M–$10B
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From X
⚽️📡 on X
$NTSK + $CRWD News out today. $NTSK is currently one of my top holdings in cyber along with sail and silc https://t.co/KlY5gNBw5V
Clark Square Capital on X
Having Sony Music Entertainment makes it a lot less likely Gungho will attempt a take-under of $GRVY, IMO https://t.co/xvjalTHgN7
Nat Stewart on X
Vistance Networks' $5 distribution leaves year-end 2026 cash and receivables near 60% of market value, while the core trades at 2.75x EV/EBITDA.
Dalius - Special Sits on X
$CPAC is +16% since the SSI write-up, and the key tender-price ambiguity is finally resolved. ~$13/ADR now looks like a solid floor. With much of that already priced in, the remaining upside is mostly valuation/overbid optionality. Full pitch on SSI👇 https://t.co/J8Amvtfqou
Lee Roach on X
Rayonier’s $1.86B debt costs 2.29% after swaps and Farm Credit patronage refunds, giving its four million timber acres a cheap fixed-rate funding edge through 2028-29.
JabroniCoin.USD on X
$ACMR https://t.co/gzKlQTn1pF
Lee Roach on X
@SovietInvestor ok well $RYN sells for $1,800 per acre...
Investor Letters
All letters- Artisan Partners Q3 2026 GRAL $6BOVZON $377M
- White Brook Capital Third Quarter 2026 FUBO $902M
- Davenport Asset Management Q3 2026 ACM $7.6BBEPC $4.3B
- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BNCLH $6.8B
- Rewey Asset Management 3Q26 MEC $362MUCTT $2.5B
- Hosking Partners Q3 2026 DHT $4.1BHAFN $5.4B
- Patient Capital Management 3Q26 NCLH $6.8BPGEN $2.7B
- Frank Capital Partners Q3 2026 SPB $1.8BHRB $6B
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