Trade Alert - Long RIG
HFI Portfolio bought 94,214 shares of Transocean, RIG, for $570,000 at $6.05 per share.
Thursday, October 22, 2026
Back to today 
From X
Charles Frischer on X
@Denton234 I strongly believe that $NN will end up generating significant capital gains for shareholders, but I will feel better once we have the NPRM. I also have confidence in CEO and the Board. The ride might be bumpy, but the destination should be worth it in the end. Millionaire acres.
Mr Neutral Man aka "Howard Marks of REITs” on X
@seanpatward Sean Buying $REXR at $230/sqft solves this problem But many won't do it
Calvin Blissett on X
I love management, cannibalizing itself, good ROE, TAM expansion. I do believe $SLM is pretty macro sensitive, I don't think now is the best time to have a full position, but I don't mind accumulating slowly. Q3 was strange, mentioning the upfront provisions as a reason for earnings miss but volume stayed in range
Charles Frischer on X
$NN The news that SpaceX is building out their terrestrial network is another great indication for the value of the NN low band spectrum. If and when we get good news on the tape for NN it will appear obvious in hindsight.
Charles Frischer on X
$NN https://t.co/1WCBYUxB4p
SG on X
what's behind $FIGS meteoric rise over the past two weeks? https://t.co/uZDxq2rPCV
Investor Letters
All letters- Artisan Partners Q3 2026 1286 $1.5B6287 $557M
- The London Company 3Q2026 NEU $8.1B
- Pzena Investment Management Third Quarter 2026 005830 $9.2BGCO $396M
- Vulcan Value Partners Third Quarter 2026 FBIN $5.1BISS $7.1B
- White Falcon Capital Management Q3 2026 CSIQ $626MGRFS $5.2B
- PenderFund Capital Management Ltd. September 2026 PNG $1.1B
- Upslope Capital Management 2026-Q3 TCGGY $3.1B
- Cedar Creek Partners 2026 Third Quarter EXCE $1.2B
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Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.
Mosaic, Part Two: The Deep Dive
Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.
Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More
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Atour Lifestyle ($ATAT): The Hotel Chain That Is Secretly a (Sleep) DTC E-Commerce Brand
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Bumble is being taken private
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Webull: A 30% Annual Return Setup As Perpetual Futures Go Live
PropNotes 3 clicks
Why I sold OB pick for 26 SVM
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Vicor Update, Part Three
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T1 Energy: G2_Austin Can Change Profits From 2027
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Investor Overview 
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Barnes & Noble Education: Improving Fundamentals
Barnes & Noble Education is shifting from campus bookstore retail toward recurring-revenue infrastructure for inclusive-access course…
Given Mahlangu 2 clicks
Unpolished Thoughts on Stocks #1
Genius Sports aims to turn official sports data into AI-driven, real-time advertising, with media and ads already about 40% of revenue.
A compounding Toll Bridge at a 7x multiple, 4% dividend yield, 31 year average concession life, 12% of shares bought back, 12% current authorization with secular trends. Founder CEO
PINFRA's nonvoting PINFRAL shares trade 27.2% below voting stock despite identical economics, while its toll-road concessions average 31…
Oak Bloke Bonkers Conkers 13th September 2026
Oak Bloke’s 2026 picks have returned 37% in GBP, with AltynGold, Geiger Counter, Silvercorp and China-focused trusts still rated buys…
Stocks on My Radar - Consumer Edition
Crocs’ core brand surpassed $1 billion in quarterly revenue, while HEYDUDE weakness, tariffs and 2025 impairments weigh on shares trading…
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Seeking Alpha 54 of 247
Albert Anthony
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Petri Dish Reports
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Quantryon Capital
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Vishal Jadaun
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Every account on this site, hand-picked.
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absreturnchaser
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BDC
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Broken Moats
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Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
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Myles
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Prepared Remarks
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SG
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SouthernValue
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ToffCap
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Undiscovered Compounders
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Yaron Naymark
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- 1 Main Capital
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- Auxier Asset Management
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- BlackRock
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- Crossroads Capital, LLC
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- Dodge & Cox Stock Fund
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- Fairtree Asset Management
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- Forager Funds Management
- Frank Capital Partners
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- Gabelli Funds
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- Miller Value Partners
- Moon Capital Management
- Muhlenkamp & Company
- Myrmikan Capital, LLC
- Nelnet
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- Pershing Square Holdings
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- Stonehearth Capital Management
- Summers Value Partners
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- TIFF Investment Management
- The London Company
- Third Avenue Management
- Troy Asset Management
- Tweedy, Browne
- Upslope Capital Management
- Vision Capital Fund
- Vltava Fund
- Vulcan Value Partners
- Warden Capital
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
