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
catechwilliams on X
$GPGI Stagnating credit card manufacturer (fka CompoSecure). Levered up 4x to acquire commodity plastic injection molding company Husky. Last month CEO departed, this week CEO and CFO of Husky left. Now rudderless with very ambitious guidance almost certain to get revised lower.
catechwilliams on X
$ANDG. Resurrected Arthur Andersen of Enron fame. Provides small business valuation and tax services—being disintermediated by AI, highly competitive. Ironically reported a material weakness in internal controls. Aggressive growth and valuation. Multiple other red flags.
Laughing Water Capital on X
@cfrischer1 validation of what $NN CFO Tim Gray said at Seaport a few weeks back: https://t.co/OT4MFWbPxQ
Laughing Water Capital on X
$NN https://t.co/q3EOINP0pt
💥PETITION💥 on X
"Digital gold," they said. $BTC https://t.co/sDFnifHur6
💥PETITION💥 on X
This chart is bananas🍌. $RGTI https://t.co/MzZKnXdc0b
Laughing Water Capital on X
Think signal value for $NN is very high here. Ajit Pai, Brendan Carr’s mentor at the FCC, is Pres and CEO of CTIA. Execs from $VZ and $T are chair and vice chair. Unlikely they put Mariam on the board unless $NN future is bright. 💯% Pai knows what is happening behind FCC doors. https://t.co/4Jtm3aiAf9
Laughing Water Capital on X
Sounds like terrestrial GPS is being prioritized $NN https://t.co/EZoHuCydcB
Investor Letters
All letters- Artisan Partners Q3 2026 1286 $1.4B6287 $553M
- The London Company 3Q2026 NEU $8B
- Pzena Investment Management Third Quarter 2026 005830 $9.1BGCO $409M
- Vulcan Value Partners Third Quarter 2026 FBIN $5.3BISS $6.8B
- White Falcon Capital Management Q3 2026 CSIQ $643MGRFS $5.6B
- PenderFund Capital Management Ltd. September 2026 GRID $184MPNG $1B
- Upslope Capital Management 2026-Q3 TCGGY $3.3B
- Cedar Creek Partners 2026 Third Quarter MMY $181MEXCE $1.2B
Mosaic, Part One: The Story
Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.
Mosaic, Part Two: The Deep Dive
Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.
Unicycive (UNCY):
Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…
Group 1 Automotive (GPI) vs Lithia Motors (LAD)
Group 1 Automotive and Lithia Motors divide two longtime value investors: David Abrams switched to Lithia in 2018, while Greg Alexander…
Atour Lifestyle ($ATAT): The Hotel Chain That Is Secretly a (Sleep) DTC E-Commerce Brand
Atour Lifestyle combines an asset-light Chinese hotel franchise network with Atour Planet sleep-product sales, using guest rooms as product…
Moon River Moly: Research Note
Moon River Moly’s updated Davidson PEA lifts after-tax NPV to $1.24 billion as flotation raises tungsten output 350% and cuts molybdenum…
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
Gloo faces related-party deals, insider-heavy IPO ownership, acquisition losses and $84.5 million of CEO-backed puts as it burns cash and…
Webull: A 30% Annual Return Setup As Perpetual Futures Go Live
Webull expects perpetual futures and operating leverage to lift operating income from $114 million to nearly $400 million by 2030.
PropNotes 3 clicks
Why I sold OB pick for 26 SVM
Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite…
This Week in Special Situations: Solstice, Albertsons, Brockhaus, GM
Solstice, Albertsons, Brockhaus and GM anchor a 34-case survey of activism, buybacks, M&A and strategic reviews, led by Starboard’s…
UNCY · long Unicycive Therapeutics INC
Unicycive Therapeutics fell nearly 50% after a second FDA Complete Response Letter tied to a third-party manufacturer for its primary…
Sagimet Biosciences: The U.S. Acne Trial Is A Replication Exercise, Not A Discovery Bet
Sagimet Biosciences' denifanstat enters a fully funded U.S. acne registration trial after Phase 3 results, with SGMT trading below cash and…
Equity Eagle 3 clicks
Vicor Update, Part Three
Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as…
Inogen: Cheap Enough To Take A Chance On
Inogen's $45 million buyback, debt-free balance sheet and cash equal to 61% of market value support a Buy case despite 3% 2026 growth…
Intrinsic Analysis 9 clicks
Carecloud News
CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.
From Fat to Follicles - Is Hair Loss the Next Blockbuster?
Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.
💥Hain Celestial: Earthly Issues💥
Hain Celestial sold its North American snacks business for $115 million as declining sales and EBITDA left $558 million of secured debt…
Monte Investments Market Brief Vol. CXXXII
CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…
Urban Outfitters: Nuuly Is More Valuable Than Its Margins Suggest
Urban Outfitters' Nuuly subscription service grew sales 28.6% and reached a 10.1% operating margin, with management targeting $700 million…
IWA Research 4 clicksPublications we follow
Every publication on this site, hand-picked.
Newsletters 109
- 310 Value’s Newsletter
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Blogs 15
- Atrium Research - Equity Research
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Seeking Alpha 67 of 267
Adam Schadt
Albert Anthony
Andres Veurink
Bay Area Ideas
Blake Winiecki
Capital Connoisseur
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Deep Value Investing
Dhierin Bechai
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High Alpha Professor
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Infinity Curve
Investor Overview- IWA Research
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Khaveen Investments
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LL Insights
Long Player
Marc Gerstein
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Mike Zaccardi, CFA, CMT
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Petri Dish Reports
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Value Capital Research
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X accounts we follow
Every account on this site, hand-picked.
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💥PETITION💥
A Capital
absreturnchaser
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AltayCap
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BDC
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catechwilliams
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Clark Square Capital
Cluseau Investments
Colin King
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”
Multiples Capital
Myles
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Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
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Paradis
Pernas Research
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Prepared Remarks
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Raging Capital Ventures
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Rusholme Capital
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Serenity
SG
Sheel Mohnot
SouthernValue
Steve Eisman
The Friendly Bear
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
- 1851 Capital
- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
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- Alpinum Investment Management AG
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- Crossroads Capital, LLC
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- FPA Crescent Fund
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- Fred Alger Management, LLC
- Gabelli Funds
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- Latitude Investment Management
- Laughing Water Capital
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- Lindsell Train Limited
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- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
- Marram Investment Management
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- Matthews Asia
- McIntyre Partnerships
- Merion Road Capital
- Miller Value Partners
- Moon Capital Management
- Muhlenkamp & Company
- Myrmikan Capital, LLC
- Nelnet
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- Nixon Capital
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- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Pittenger & Anderson
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
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- The London Company
- Third Avenue Management
- Troy Asset Management
- Tweedy, Browne
- Upslope Capital Management
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- Vltava Fund
- Vulcan Value Partners
- Warden Capital
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- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
