SED Energy: The 40% Dividend. Signal or Noise?
SED Energy's proposed Ventura merger projects a 22% to 40% dividend yield, but idle tender barges, debt and repayments materially reduce distributable cash flow.
Tuesday, October 13, 2026
Back to today 
From X
Raging Capital Ventures on X
Trump’s new Press Secretary is married to a producer who has handled many films for $ANGX, probably not a coincidence.
Ian Bezek on X
@POVMexico Tulum Airport was only built in 2024 as an AMLO pet project, minimal market demand. The hippies can go back to flying through Cancun Airport as they should. $asr
Deep Sail Capital on X
$QBTS is still worth $5.2B or 325x revenues. They have $1.5/share of cash. 80% downside still.
Barbarian Capital on X
Sweetgreen’s Plan to Shed Its Expensive Salad Image $SG https://t.co/3IxCL40Caw
Barbarian Capital on X
Albertsons Pulls Full-Year Guidance, Plans Business Review $ACI https://t.co/FkxxQbgEQt
Barbarian Capital on X
Six Flags Closes Several Rides After Georgia Roller-Coaster Death $FUN stock did not like this https://t.co/JjSK2Xu12d
Edwin Dorsey on X
@jeremie0117 $DKNG and $SERV are my two favorite ideas!
Investor Letters
All letters- Asset Value Investors Ltd September 2026 VVVNF $1.6B
- Asset Value Investors Ltd Q3 2026 BSRT $179MCHRY $424M
- Fenimore Asset Management Q3 2026 MBGL $5.3BNOVT $5.3B
- Diranko Capital Q3 2026 AT $572MLFCR $244M
- Stone Sentinel Capital Q326 5515 $328M3565 $144M
- Hood River Capital Management Q3 2026 EOPSF $1.4BEQR $1B
- Mar Vista Investment Partners third quarter 2026 SARO $6.6B
- Kingdom Capital Advisors Q3 2026 EVC $598MMAGN $402M
The Final Phase of This Bull Market Will Be Massive | Charles Lemonides
Charles Lemonides argues the 18-year bull market has not reached its late-stage liftoff, pairing value-oriented semiconductor longs with…
Bristlemoon September 2026 Quarterly Letter
Bristlemoon Global Fund lost 8.4% in the September quarter and added shorts in Campbell’s, REA Group, MasterBrand and Polaris amid narrow…
Quick Value #334 - Flowers Foods (FLO)
Flowers Foods trades at 7.5x earnings after an 80% decline, as a 50% dividend cut and potential asset sale aim to reduce leverage following…
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Liquidia’s Yutrepia sales reached $170.4 million in Q2 2026, while a patent ruling threatens its PH-ILD label but leaves PAH sales and a…
Global-e: The Invisible Engine Behind the Brands You Buy From Directly Online! $GLBE
Global-e provides cross-border merchant-of-record, payments, tax and fulfillment services to more than 1,500 brands, including Shopify…
H&R REIT, an opportunity in a corrupt process
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Fannie Mae, Freddie Mac, Hong Kong stocks Value Stocks late in a Bull Market, and Consolidating a Big Short
Fannie Mae and Freddie Mac common shareholders face at least 90% dilution if Treasury converts its growing senior preferred stakes into…
Deep Dive: Inter & Co
Inter & Co, Brazil’s second-largest neobank, grew over 20% with controlled delinquencies and 15% book-value compounding while trading at…
Glaukos: Steep Premium For New Therapies And Growth
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Myriam Alvarez 4 clicks
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Hippo’s insurance platform posted 61% premium growth, a 95.8% combined ratio and a fifth profitable quarter as it shifted toward carrier…
SEER · long Seer INC
SEER Inc became a founder-offer special situation just before publication.
This Week in Special Situations: Abercrombie, PagSeguro, Vodafone
Special-situations survey profiles 31 activist, buyback, M&A and strategic-review cases, including Abercrombie, PagSeguro and Vodafone.
A Busted Businesses or a Cyclical Bottom?
Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…
Sangamo Bankruptcy (SGMOQ)
Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…
Enlight Renewable Energy: Impressive Growth Has Cast Its Shadow Too Far
Enlight Renewable Energy’s debt- and tax-equity-funded expansion cannot justify the growth embedded in its valuation, yielding a $60.17 DCF…
Sorin Muraru 
An ATM that starts to spit out cash
Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…
Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case
Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…
Equity Eagle 2 clicks
EVC Update
EVC reported a solid second quarter and outlook.
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…
Lumen Technologies - Accumulate $6-$8.30; STP<$6; PT >$12 - Q2 FY12/26 & Outlook
Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…
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