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Monday, November 9, 2026

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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.

XRN $402M
Orphan REITs 2 clicks

From X

@kevin__mak 6 clicks

Kevin Mak on X

$CMPS Great article this weekend in Politico about psychedelics. There's overwhelming alignment across the government to moving these treatments forward. Given this, I really can't see COMP360 getting ensnared in the approval process, or worse, through reimbursement/REMS bureaucracy once commercialized. At current prices, I believe the market is treating CMPS as a "risky proposition" because historically, that was very true. I think that regime has changed dramatically in the last 12 months. Spend some time talking to an LLM about COMP360 vs Spravato (>$2B/year in sales). Which would you rather take? But even more importantly, Spravato has <5% market share of Treatment Resistant Depression, the other ~95% of patients are generally seeking options. Disclosure: Creek Drive and its affiliated funds holds a long position in CMPS. Views expressed are current opinions for information only, subject to change and are not investment advice or a recommendation to buy or sell any security. Investing involves the risk of loss and past performance is not indicative of future performance. See the disclosures link in my bio for more important information. --- The VA has led the push in Washington to advance access to psychedelic therapy. It’s involved in 20 psychedelic clinical trials and was one of the first major health care systems to roll out Spravato, an FDA-approved treatment for depression using esketamine, a chemical component found in ketamine. Ketamine — an anesthetic frequently referred to as a psychedelic due to its psychoactive effects — is currently the only psychedelic-like drug approved for medical use. Trump administration officials say they hope more will be approved soon. “We want to see the drug approved if it’s safe and effective, and the reason why is because there’s a mental health crisis,” Matt Zorn, deputy general counsel at the Health and Human Services Department, told POLITICO.
@aleabitoreddit 6 clicks

Serenity on X

Just another $40B going into the "AI Infra" Bubble... Elon stated this $SPCX financing would primarily fund $NVDA GPU procurement H1 2027. Which indirectly increases demand for memory, networking, etc needed. In some other notes, VPEC today in UDN: "InP substrates is seriously in short supply" in regards to suppliers like $AXTI. - Morgan Stanley believes that InP substrates, EML and CW lasers will be the primary bottlenecks - VPEC emphasized that whoever can secure more raw material supply in the future will have greater pricing power and influence in the market. Very true about supply procurement... both upstream materials like epiwafers/substrates to ultimately compute. We're in a volatile period where all your largest companies in the world are fighting over control of the future of AI infrastructure. Any slowdown seems unlikely.

Investor Letters

All letters

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…

VICR $6.8B
CV's Substack 2 clicks

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…

FND $5B
Speedwell Memos 1 click
MTMTY · short

Metlen Energy &amp; Metals PLC

Metlen Energy & Metals faces a 40% short case centered on its overpriced aluminium, alumina and Greek power businesses.

MTMTY $6.8B
Value Investors Club

Post Q3 EVC Update

EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.

EVC $832M
Nat Stewart - Stock Picking Newsletter 24 clicks

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…

EVC $832M
The Value Road 4 clicks

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…

DEC $900M
The Oak Bloke 3 clicks

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