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–$500B
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17,613 views· 8,214 clicks
From X
George Noble on X
@FrenchV33921 Already there with $CRWV and $IREN IS $NBIS worse?
A Capital on X
@kingdomcapadv People aren’t convinced $MNRO gets sold
Calvin Blissett on X
@sidecarcap This is exactly what I think is happening with $SLM $KSPI and maybe $YB. $KNSL too
A Capital on X
My favorite part of this $OWL article… What possible value could investment bankers see in a full or partial sale of the business that the public market is apparently missing? https://t.co/5rjY1IZQv1 https://t.co/yWPrLNBD21
Lee Roach on X
Wall Street finally started to see the GameStop $GME transformation. Dan Ives just made a comment on the company. Wait until other sheep start piling into the story. https://t.co/PsHMLM94Tv
Investor Letters
All letters- Artisan Partners Q3 2026 GRAL $6BJPPTY $68B
- White Brook Capital Third Quarter 2026 FUBO $902MQ $25B
- Davenport Asset Management Q3 2026 ACM $7.6BACN $138B
- Distillate Capital 2026 Q3 ORCL $403BTOL $12B
- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BCRL $15B
- Rewey Asset Management 3Q26 MEC $362MORCL $403B
- Hosking Partners Q3 2026 DHT $4.1BHAFN $5.4B
- Guinness Global Investors third quarter of 2026 ABBNY $170BAFL $59B
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