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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From X
SG on X
@ConnorJBates_ not all are expensive. examples: $CPB $ENR
Deep Sail Capital on X
$DLO was also hit hard (which shouldn’t really have been because of the diversified model) and I started a position today.
SG on X
Bought $INTR $4.53, stinkbid to add at $4.25. New position for me.
JabroniCoin.USD on X
Yes. $ACMR has been expanding globally outside China, particularly South Korea. And perhaps Taiwan soon enough.
Serenity on X
TY $ANT for the positive $3.4B FCF for H1 2026. Still feels like all your AI infra names from $MU to $AAOI sold off way too hard. Considering the billions in financing raised by frontier labs to hyperscalers.. End up ultimately flowing back to GPUs, networking, to memory.
SG on X
I'm long $BWMX so not complaining but anyone know why it is up so much today? Earnings were last Thurs, and just so-so.
KEDM.com on X
All of FinTwit today... $EWZ
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8B
- Forager Funds Management October 2026 TUA $525M
- FCL Capital October 2026 INTR $1.7BRSGN $881M
- Protean Funds October 2026 AAK $4.6BVIMGF $2.2B
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 MOD $5.2BSMTC $8.5B
- Akre Capital Management, LLC Third Quarter 2026 TOI $6.1B
- Allspring Global Investments Q3 2026 3406 $2.8B
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…
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…
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
Blackbaud CEO: We will prove AI is a ‘tailwind’
Blackbaud CEO says AI will be a tailwind for the nonprofit software and services provider.
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.
MTMTY · short Metlen Energy & Metals PLC
Metlen Energy & Metals faces a 40% short case centered on its overpriced aluminium, alumina and Greek power businesses.
Post Q3 EVC Update
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout
Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…
Entravision Q3 Update
Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…
(Idea) Transocean - Near-Term Results Obscure A Brighter Future
Transocean’s 25.6% selloff reflects oil-market shorting and weak Q3 headlines, while debt reduction after the Valaris acquisition could…
Alpha Metallurgical Resources (AMR): Q3 2026 Earnings
Alpha Metallurgical posted a third consecutive quarterly loss as High Vol A coal margins fell to $14 a ton, while director Kenneth Courtis…
A clear solution to the “problem”
Shift4’s Q3 met guidance, but organic growth is decelerating, management credibility is weakening and leverage reduction remains too slow.
GREAT DEC-TECTIVE WORK
Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…
TransMedics Group Inc Earnings Update: Q3 2026
TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.
JFrog soars, Innodata’s robotics, Quantum duopoly
JFrog jumped 35% to $100.44 after another beat-and-raise quarter, joining the TL20 Special Situations group.
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Conor Maguire | Value Situations
Convequity
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David Orr
Deep Sail Capital
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Devin LaSarre
DOMO Capital Management, LLC
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Fierce_beast
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George Noble
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JabroniCoin.USD
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Kuppy
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Investor letters we follow
- 1 Main Capital
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- ABS Global Investments
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- Diranko Capital
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- Donville Kent Asset Management Inc.
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- Lindsell Train Limited
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- Lyrical Asset Management
- MJG Capital
- Madison Investments — Small Cap Fund
- Mairs & Power
- Manole Capital Management
- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
- Marram Investment Management
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- Matrix Asset Advisors
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- Meridian Growth Fund
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- Moneta Group
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- Moon Capital Management
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- Mountain Vista Wealth Management
- Muhlenkamp & Company
- Munro Partners
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- Newport Capital Group
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- Optimist Fund
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- Oujo Wealth Strategies
- Overseas Asset Management Asian Recovery Fund
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- PM Capital
- Packer & Co
- Palm Harbour Capital
- Palm Valley Capital
- Parnassus Investments
- Patient Capital Management
- Peak Asset Management
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- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Penn Davis McFarland
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- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Private Capital Management
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- Protean Funds
- Pzena Investment Management
- QV Investors
- QuantStreet Capital
- Quercus Fund
- RD Capital Partners
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- RF Capital Management
- RGA Investment Advisors
- ROCKLINC Investment Partners
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- Regal Partners Global Investments
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- Renaissance Investment Management — Large Cap Growth
- Rewey Asset Management
- Right Tail Capital
- RiverPark Funds
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- Robinson Capital Management
- Rowan Street Capital
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- Rozendal Partners
- SRK Capital
- Saga Partners
- SaltLight Capital
- Sandon Capital — Activist Fund
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- Sequoia Fund
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- Shelton Capital Management
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- Skybound Wealth Management
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- Social Capital
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- Sound Shore Management
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- SouthernSun Asset Management
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- Spheria — Global Smaller Companies Fund
- Spyglass Capital Management
- Starvine Capital
- Stenham Asset Management
- Stewart Asset Management
- Steyn Capital
- Stone Ridge Asset Management
- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
- Sustainable Growth Advisers
- TEAM Asset Management
- TIFF Investment Management
- Tall Oak Capital Advisors
- Tapasya Investment
- The London Company
- Third Avenue Management
- Third Point
- TimesSquare Capital Management
- Touchstone — Balanced Fund
- Troy Asset Management
- Tweedy, Browne
- Unconventional Value
- Upslope Capital Management
- VH Standard Asset Management
- Value Line Funds
- Victory Capital — Sycamore Mid Cap Value Equity
- Vision Capital Fund
- Vltava Fund
- Voss Capital
- Voya Investment Management — MI Dynamic Small Cap Fund
- Vulcan Value Partners
- Warden Capital
- Wasatch Global Investors — Micro Cap Fund
- Wasatch Global Investors — Small Cap Growth Strategy
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
