STRL: 80 new electricians a week
Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning and BQE Water present concentrated, cash-heavy…
Monday, November 9, 2026
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From X
Maj Soueidan on X
Learned a long time ago that $MPAA is a tough team to trust and one to avoid. Constantly misses guidance - as they did today.... And they reduced guidance, despite having raved about the opportunity to gain market share from a competitor going out of business. A big hot mess.
Dalius - Special Sits on X
@kingdomcapadv I still cannot believe something happened to $CKX This must be AI slop😅
Lee Roach on X
Just incredible $CKX
Lee Roach on X
I’ve been covering $CKX forever. In April you could have owned this basically for free. The market was giving zero value to it even after a great land sale. Basically a pile of cash and land. Now Brad Jacobs is injecting $1 billion into it. Wow.
Lee Roach on X
I wrote up CKX Lands $CKX on January 21, 2026 after an asset sale the market missed. I woke up today and saw that Brad Jacobs is investing $1 billion into the company and becoming Chairman. Congrats to all longs. What an incredible outcome here. Stock flying.
SG on X
@CHItrader EV charging remains a terrible business, even if $CHPT is having a moment
Investor Letters
All letters- Bireme Capital 3Q22 RICK $223MTME $15B
- Right Tail Capital Q2 2022 FERG $48B
- Broyhill Asset Management second quarter 2022 DLTR $26BFISV $33B
- Palm Harbour Capital second quarter 2022 DTNOF $2.3BIHRT $293M
- Bireme Capital 2Q22 HCA $107BAFRM $24B
- Andrew Hill Investment Advisors 1st Quarter 2022 DE $182BNFG $7.1B
- Palm Harbour Capital first quarter 2022 BAYZF $61BDNIYY $4B
- Bireme Capital 1Q22 CGECF $345M
- Greenhaven Road Capital first quarter 2022 APPS $1.1BESTC $9.4B
- Markel Group 2021 HGTY $5.8B
- Andrew Hill Investment Advisors Year to Date (as of December 15, 2021) ABBNY $149BMRNA $103B
- Palm Harbour Capital fourth quarter 2021 GEAHF $1.4BOCINF $971M
- Bireme Capital 4Q21 TME $15BAFRM $24B
- GoodHaven Capital Management fiscal 2021 BABA $262BBLDR $6.8B
- Muhlenkamp & Company 3rd quarter 2021 BIIB $36B
- Palm Harbour Capital third quarter 2021 DNIYY $4BMDEVF $701M
41 Stock Pitches (2nd-8th November) 🟢
Blue Dolphin Energy trades near 1.3 times earnings as its Texas refinery benefits from diesel shortages, with projected 2026 EBITDA of $111…
Vicor Update, Part Four
Vicor’s Federal Circuit hearing put Foxconn’s disputed patent license under pressure, reinforcing its AI server royalty model and licensing…
Moody’s: Fasten Your Seat Belts, But Not for AI
Moody’s ratings business faces potential deceleration, while AI-related debt issuance and anti-data-center politics pose less risk than…
IREN Is Down 71%. Should You Buy the Dip?
IREN has fallen 71% despite AI Cloud revenue rising from $7.3 million to $200 million quarterly and more than $20 billion in contracted…
Expert Call | EMIB-T Packaging, Glass Core Roadmap & 2027 ABF Substrate Supply Outlook
Intel’s EMIB-T, glass-core roadmap and 2027 ABF substrate supply outlook are the focus of an expert call.
Ouster Q3 FY12/26 Earnings Review (OUST) - Stock Rating: Accumulate
Ouster grew Q3 revenue 50% to $59.3 million, shipped 27,000 sensors and guided Q4 revenue to $61 million to $64 million while posting a…
Floor & Decor 3Q26: Business Update
Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…
Floor & Decor 3Q26 Business Update: Profitability Grows Despite Weak Sales
Floor & Decor's 3Q26 sales rose 3% while comparable sales fell 1.4%; it slowed 2027 openings to 10-15 as high mortgage rates pressure…
Blue Dolphin (BDCO): A Tiny Texas Refinery Printing Money in a Diesel Shortage (1.3x P/E)
Blue Dolphin’s 15,000-barrel-per-day Texas refinery earned $2.18 per share in first-half 2026 as diesel shortages widened crack spreads,…
Park Hotels & Resorts: Progress On Renovation Strategy In Q3, While Occupancy Grows
Park Hotels & Resorts grew Q3 occupancy and RevPAR as renovations supported group and leisure demand, while leverage, Hawaii exposure and…
Albert Anthony 3 clicks
MTMTY · short Metlen Energy & Metals PLC
Metlen Energy & Metals faces a 40% short case centered on its overpriced aluminium, alumina and Greek power businesses.
McDonald's: The Earnings Bounce Is Pricing In A Turnaround That Hasn't Happened Yet
McDonald’s U.S. comparable sales fell 0.2% as traffic declined, while a $280 share price assumes a turnaround despite weak free-cash-flow…
Lee Bailey 
Blackbaud CEO: We will prove AI is a ‘tailwind’
Blackbaud CEO says AI will be a tailwind for the nonprofit software and services provider.
Procore CFO: Now we scale the business
Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.
Diageo: First Quarter on Dave’s Plan Wasn’t Too Drastic
Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround…
Tower Semiconductor Update, Part Two
Tower Semiconductor reported $526 million in quarterly revenue and extended photonics contracts through 2029, while its low-loss silicon…
Perimeter Group: 3Q26 Business Recap
Perimeter Group posted 24% revenue growth to $390 million as fire-safety contracts and acquisitions lifted results, while it brings PDI…
Perimeter Group 3Q26: A Decentralized Mini-Conglomerate
Perimeter Group's third-quarter revenue rose 24% to $390 million as fire safety recovered and Specialty Products grew 84%, while…
Earnings Review: AMD, MELI, TIC, XPEL, ZTS
AMD’s data-center revenue rose 97%, while MercadoLibre, TIC Solutions, XPEL and Zoetis also report quarterly results.
Marvell Technology: Against Sentiment Again - Rerating From Sell To Buy
Marvell Technology’s Google custom-silicon win and upgraded long-term guidance lift its fair value to $187.35 standalone, or $199.48…
Zbigniew Budzinski, CFA Publications we follow
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Sectors
Ordered by how often our editor reaches for them.
