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.
Barbarian Capital on X
Exclusive | Optimum Communications Prepares for Bankruptcy to Implement Deal $OPTU https://t.co/wfoCFtGGCP
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
Mr Neutral Man aka "Howard Marks of REITs” on X
@aussieflya @grok @Bkclaims I wrote this article on $SITC last week Published at 2PM and by 5PM they announced the sale of the JV interest. Stock went from $3.01 to $3.60 after markets @grok assume whats IRR on $3.01 to $3.50 in 3 hours and 1 day? https://t.co/JvEwSZadFz
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.
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 GRID $171MPNG $1.1B
- Upslope Capital Management 2026-Q3 TCGGY $3.1B
- Cedar Creek Partners 2026 Third Quarter MMY $179MEXCE $1.2B
Mosaic, Part One: The Story
Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.
Mosaic, Part Two: The Deep Dive
Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.
Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More
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Group 1 Automotive and Lithia Motors divide two longtime value investors: David Abrams switched to Lithia in 2018, while Greg Alexander…
Atour Lifestyle ($ATAT): The Hotel Chain That Is Secretly a (Sleep) DTC E-Commerce Brand
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Bumble is being taken private
Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.
GLOO, part two
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Webull: A 30% Annual Return Setup As Perpetual Futures Go Live
PropNotes 3 clicks
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CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad
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Genius Sports reported $195.5 million revenue, up 65%, and signed Kalshi for soccer data, expanding sports-data sales to prediction markets…
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2026 Q2 Earnings Updates: WeightWatchers, Shift4, Bumble
Bumble fell, Shift4 dropped 23% and WeightWatchers rose 18% after earnings, prompting added Shift4 exposure and a sharp WeightWatchers…
Empire State of Repair (ESRT Q2 2026)
ESRT’s Observatory impairment and accelerating visitation decline weaken its non-office thesis, yet downside valuation cases put shares at…
Weight Watchers: Update Post Earnings
WeightWatchers reaffirmed 2026 guidance after Q2 beats, while clinical revenue rose 30% and debt fell $42 million through discounted…
Noah Holdings ($NOAH): A Chinese Wealth Manager Trading at Its Cash Pile
Noah Holdings trades near the value of its RMB 5.1 billion cash and short-term investments, while earning recurring fees on roughly RMB 140…
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Sectors
Ordered by how often our editor reaches for them.
