Seed Corn
Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office assets to fund future deals.
Monday, November 9, 2026
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Hunterbrook on X
Based on Hunterbrook Media’s reporting, at the time of publication Hunterbrook Capital is short $BE. Positions may change at any time. This thread is not investment advice or any recommendation. See full disclosures on our website.
Hunterbrook on X
UPDATE: Remember when Bloom claimed its supply chain is “not dependent on China” after Hunterbrook’s reporting? New trade records show $BE seems to have quietly restarted a Chinese supply route for scandium-containing fuel cell parts.
absreturnchaser on X
@bcanet @Randall7575 @essential6t7 Plenty of PMs who think $WU Western Union wouldn't mind getting out of the deal and Board occupied selling $WU itself post-offer. @bharringtonw11 reported on it.
DOMO Capital Management, LLC on X
I expect an earnings beat against analyst estimates. The price of ethanol rocketed during the quarter, and I don't think the market or analysts understand how the $ALTO hedging works on their specialty alcohols. No one noticed by Q2, despite being amazing, was adversely impacted due to this and EPS should have been higher than reported. Q3 should benefit where Q2 was hurt and EPS are likely to be higher than they should be as compared to Adjusted EBITDA.
Lee Roach on X
Lets just say my wife was never excited about my $HOG
Deep Sail Capital on X
$HTZ - Borrow still incredibly tight. Moving a bit this morning.
George Noble on X
SHORT $OKLO SHORT $CRWV SHORT $ALAB ALL GARBAGE
Lee Roach on X
Harley-Davidson $HOG is one of the best performing stocks this year. Read the comments here. I got so much shit for being a Hog bull. Now everyone is excited about it. Time to find something else hated.
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Forager Funds Management October 2026 OFX $70MPLT $96M
- FCL Capital October 2026 ANPDF $28BCNSWF $53B
- Protean Funds October 2026 AAK $4.6BLFABF $13B
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 MOD $5.2BSMTC $8.5B
- Akre Capital Management, LLC Third Quarter 2026 BN $96BCNSWF $53B
- Allspring Global Investments Q3 2026 3406 $2.8B
Nextpower: Its Biggest Growth Opportunity Now Lies Outside The Trackers
Nextracker's $6 billion order book supports cross-selling battery storage and inverters, now 22% of revenue, though acquisition-led growth…
Investor Overview 
DoorDash and Google
DoorDash and Google.
Improvements Are Still Evident At C&F Financial Corporation
Crimson And Gold Research 1 click
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…
Diamond Estates: Research Note
Diamond Estates converts $4.7 million of Lassonde debentures at a 69% premium, cutting debt to $10.9 million and raising Lassonde ownership…
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…
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…
Kimberly-Clark: Short-Term Worries Create A Buying Opportunity (Rating Upgrade)
Kimberly-Clark’s Kenvue merger targets $1.9 billion in synergies by 2029, supporting roughly 6% long-term EPS growth and continued dividend…
Gary Gambino 1 click
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.
Credo Technology: Recent Drop Turns My Hold Into A Buy (Rating Upgrade)
Credo Technology's 42% selloff puts shares at $112.33 against a $190.84 fair value estimate, with AI connectivity growth intact despite…
Zbigniew Budzinski, CFA 
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…
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Ordered by how often our editor reaches for them.
