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.
Sunday, October 18, 2026
Back to today 
From X
marginofdanger on X
$FMBL Attended meeting yday. Most notable news was that meeting was adjourned with respect to proposals 4a and 4b (lowering thresholds to 60%) which were apparently within 2.5-3% of passing — mgmt sounded optimistic they’ll get there with some extra time. Meeting will recommence in late August.
DOMO Capital Management, LLC on X
New 52 week high for $GPRE...
DOMO Capital Management, LLC on X
Interesting opportunity today..... $ALTO should be following $GPRE higher shortly...... Ethanol market continues to operate in a goldilocks environment.
Adam D. Wyden on X
Possibility. LOL. @CODIequity $CODI https://t.co/LSHzCD0WvF
Charles Frischer on X
$NN Some commentators on this board believe satellite companies have no interest in buying NN 900 MHz spectrum. I think this NPRM for space part 15 for 900 MHz implies the exact opposite is true. I believe satellite companies will show strong interest in NN spectrum.
Charles Frischer on X
@vdoubleux1 $NN While we would to have the NPRM already, I understand the company is working with full force towards that goal. CEO has long history of successfully navigating FCC approval process. This is not her first rodeo. She did this for years while working for Charlie Ergen.
Charles Frischer on X
@vdoubleux1 $NN The company will and does take calls from investors. This management team has delivered on all fronts. Purchased Telesaurus at a fantastic price, had the FCC do the public comment, had the FCC issue NOI and submit NPRM to OIRA for approval. I think CEO and her team are great
Laughing Water Capital on X
@FriendlyCapMgmt @thecontracap there have been some things i view as negative for $ANAB and some that are positive. but in my view in order to make this investment you have to focus on the future cashflows, not the trial.
Investor Letters
All letters- Artisan Partners Q3 2026 GRAL $5.9BOVZON $376M
- White Brook Capital Third Quarter 2026 FUBO $914M
- Davenport Asset Management Q3 2026 ACM $7.7BBEPC $4.3B
- Ariel Investments Quarter Ended September 30, 2026 BIO $9.5BNCLH $7B
- Rewey Asset Management 3Q26 MEC $354MUCTT $2.3B
- Hosking Partners Q3 2026 DHT $3.7BHAFN $5.6B
- Patient Capital Management 3Q26 NCLH $7BPGEN $2.3B
- Frank Capital Partners Q3 2026 SPB $1.8BHRB $6B
Fannie Mae Preferreds For Post-Midterm IPO Announcement
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Glen Bradford 5 clicks
PesoRama: Research Flash
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Modine Deep Dive
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Problems at Dream Finders Homes (DFH)
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Park Aerospace: The Q2'27 Sell-Off Misreads a Sole-Source Defense Supplier
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uniQure: The Market Graded The Wrong Exam
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Bhavneesh Sharma 16 clicks
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.
October 2026 Random Ramblings
October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…
Private Equity Prints Multibaggers With This Pattern. No One is Talking About It.
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El Pollo Loco: New York State Of Mind
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Pedro Goulart 1 click
FINV · long Finvolution Group
FinVolution, a China and ASEAN unsecured consumer lender, trades at 4x earnings and 0.5x book value.
Aya Gold & Silver Stock: The Story Just Got Better
Aya Gold & Silver quadrupled Zgounder production, lifting shares 331% since early 2025, while Boumadine targets another fourfold increase…
Laurentian Research 2 clicks
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…
GitLab Will Finally Break GitHub's Monopoly In 2027
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Ignacio Planas Gonzalez 1 click
Monte Investments Market Brief Vol. CXXXI
Park Aerospace reported 27% revenue growth and 72% EPS growth, supported by composite materials for Airbus engines and PAC-3 rocket motors.
CarGurus ($CARG): The Auto Trader of America, Priced Like a Used Car
CarGurus, the largest U.S. auto-shopping marketplace, trades near $29 despite roughly $1 billion in expected revenue, $300 million in free…
Vicor Update, Part Two
Vicor uses ITC exclusion-order cases to license power-module patents, with published royalty multipliers rising from 1.0x before filing to…
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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