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
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From X
marginofdanger on X
$FPH mentions on call they are currently talking to anchor tenants for the 2.8mm sf of R&D/tech-dedicated entitlements for Candlestick. Not many options for contiguous brand new space in SF. Would be interesting if they secured a whale like Anthropic, OpenAI or Databricks.
marginofdanger on X
@blondesnmoney $OPBK solid
JabroniCoin.USD on X
As usual with Hemingway, the last three sentences here are key $ACMR https://t.co/GhNV2Ci8IM
Ian Bezek on X
@InvestsCletus That's probably part of it. Day like today $CIB up $AVAL down would play toward that idea.
Ian Bezek on X
Nice and steady bull advance in Colombia $COLO ahead of the new government taking office next month. https://t.co/U3KyV8SBrD
Fierce_beast on X
$SSTK -- this stock was often trading below 8x p/e throughout the last 3 years and even lower on a net cash basis. At the start of this year it was trading around 4.5x p/e. It's down 70% YTD https://t.co/aRCDW2mTMu
Ian Bezek on X
@valuedrift American $AAL whiffed earnings too.
Timyan Bank Alert on X
$FCNCA $SBNC HT @bankinvesting https://t.co/3nOgjdlsG8
Investor Letters
All letters- Artisan Partners Q3 2026 GRAL $5.9BOVZON $376M
- White Brook Capital Third Quarter 2026 ACNT $124MCCLD $79M
- Davenport Asset Management Q3 2026 ACM $7.7BBEPC $4.3B
- Ariel Investments Quarter Ended September 30, 2026 BIO $9.5BLESL $1.6M
- 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
TSOH Weekly Roundup (10/16/2026)
Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.
Dorchester Minerals: Variable Royalty Income Without Enough Valuation Discount
Dorchester Minerals' 9.5% normalized yield and debt-free royalty model are offset by limited upside at $29.71, as extraordinary…
Atlas Diary 3 clicks
Tuya: A Global Smart-Home Platform Priced Like a Cash Box
Tuya’s $976 million cash pile equals 94% of its $1.04 billion market cap as its smart-home platform returned to 16% revenue growth in Q2…
Fannie Mae Preferreds For Post-Midterm IPO Announcement
Fannie Mae and Freddie Mac could leave conservatorship through a 2026 restructuring and IPO, monetizing the government’s equity stake while…
Glen Bradford 5 clicks
PesoRama: Research Flash
PesoRama will reach 54 JOi Dollar Plus stores by November after raising C$28.4 million, funding more than 50 additional Mexican store…
Modine Deep Dive
Modine, soon Modexus Solutions, has a $4 billion hyperscaler cooling contract but must ramp factory output and restore margins as data…
Problems at Dream Finders Homes (DFH)
Dream Finders Homes’ controlling owner borrowed against DFH stock before the homebuilder agreed to finance an acquisition with costly…
Park Aerospace: The Q2'27 Sell-Off Misreads a Sole-Source Defense Supplier
Park Aerospace’s 11% Q2’27 sell-off overlooks sole-source PAC-3 rocket-motor materials and A320neo engine composites, with missile capacity…
uniQure: The Market Graded The Wrong Exam
UniQure's Huntington's gene therapy faces an FDA accelerated-approval decision around November 1 after three-year data met both agency…
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.
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
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.
Shenandoah Telecommunications’ Glo Fiber buildout ends this year, and private infrastructure investors’ repeated fiber deals frame a…
El Pollo Loco: New York State Of Mind
El Pollo Loco plans 18 to 20 FY26 openings, including 15 franchised New York stores over five years, as asset-light expansion and…
Pedro Goulart 1 click
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
GitLab targets a 2027 inflection as agentic AI, software sovereignty demand and GitHub reliability issues lift win rates, first orders and…
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…
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