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- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8B
- Forager Funds Management October 2026 OFX $70MPLT $96M
- 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 HHSE $12MMOD $5.2B
- Akre Capital Management, LLC Third Quarter 2026 TOI $6.1B
- Allspring Global Investments Q3 2026 3406 $2.8B
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Genpact operates workflows AI is designed to automate and can deploy AI across its existing operations.
$UWMC lost $600m hedging a deal they'd already lost
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Sectors
Ordered by how often our editor reaches for them.
