Monday, November 9, 2026

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 12m ago

10h ago BDCO $147M

41 Stock Pitches (2nd-8th November) 🟢

Capital Employed 2 clicks

24h ago BDCO $147M

Blue Dolphin (BDCO): A Tiny Texas Refinery Printing Money in a Diesel Shortage (1.3x P/E)

Calvin Blissett 1 click

From X

@majgeoinvesting 16m ago

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.

@InvestSpecial 30m ago

Dalius - Special Sits on X

@kingdomcapadv I still cannot believe something happened to $CKX This must be AI slop😅

@finphysnerd 34m ago

Myles on X

@invertedfragil1 The bulk of it came through $EUR.ax/ $CRML in the last month. The spread was huge cause there was no $CRML borrow, but I realised I could hedge it using $CRMX the 2x ETF and I bet very aggressively. There were various other smaller ones that added the rest of the returns.

@leevalueroach 2h ago

Lee Roach on X

Just incredible $CKX

@leevalueroach 2h ago

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.

@leevalueroach 2h ago

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.

@stockgutter 2h ago

SG on X

@CHItrader EV charging remains a terrible business, even if $CHPT is having a moment

@InvestSpecial 4h ago

Dalius - Special Sits on X

While everything is down, $RSVR keeps delivering. Another solid Q2, another guidance raise. The review of the founder-led bid keeps dragging on. Given the steady improvements in the business, I wouldn't be surprised if the special committee is holding out for a higher price. A bump certainly looks possible. But with the spread down to just 1.5%, the risk/reward isn't nearly as compelling anymore. Up 17% since SSI write-up. Trimming heavily 👇