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 13h ago 2 clicks

23h ago BDCO $147M

41 Stock Pitches (2nd-8th November) 🟢

Capital Employed 4 clicks

37h ago BDCO $147M

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

Calvin Blissett 2 clicks

From X

@BarbarianCap 18m ago

Barbarian Capital on X

"stock fell nearly 40% after complaints that its oat bars posed a potential choking hazard" Toddler-Snack Recall Tests Organic-Food Maker Once Upon a Farm $OFRM

@pennycheck 1h ago

⚽️📡 on X

Fable 5.2 report card on the $ZIP call

@stockgutter 4h ago

SG on X

@lurker8679 I thought the ATM has been there for a few quarters and was barely used? Could be wrong. $HTZ has a refinancing hurdle especially as we get closer to 2028, and its too large to address with equity ATM or no ATM.

@stockgutter 5h ago

SG on X

Nobody knows how many shares of $HTZ are short today, but here are three data points that suggest the squeeze pressure is lessening: 1. price is going down giving the shorts an easy way out if they took it 2. borrow cost is going down and availability up at most brokers (IBKR below) 3. a personal anecdote: I had 50k shares lent out via Schwab's fully-paid secured lending program which were returned this afternoon.

@stockgutter 6h ago

SG on X

@SowingAlphaSeed great info. Its much more tame this year -- other than $MRNA $KOD $SG I can't think of many other names that melted up 100+% in the past few months. $CHPT is close.

@finphysnerd 6h ago

Myles on X

$SOC imploding couldn't have happened to a dumber group of assholes.

@StableBread 7h ago

Fajasy on X

Read $ROOT’s Q3 letter on its state expansion here: Continue reading here for what $ROOT’s buybacks and book value say about today’s price:

@StableBread 7h ago

Fajasy on X

Root’s $ROOT policy count has barely moved since June, so I looked at the two levers the car insurer is counting on to grow again. $ROOT began rolling out its new pricing model in Q4, which it expects to be its biggest jump in predictive power yet. CEO Alex Timm said it should lower average premiums by “maybe a couple of points” while “meaningfully increasing conversion,” and the rollout runs through H1 2027. $ROOT also entered New Jersey in July and then Wyoming, bringing it to 38 states, and targets being near national by the end of 2027, with the larger new states coming last. Timm said New Jersey was Root’s most successful state launch yet in new business per capita. Both levers make sense, but neither shows up in the numbers this year. The new pricing model only grows premiums if the extra conversion and retention outweigh the lower prices, and the states Root hasn’t entered yet cover just ~18% of the U.S. population. So I’d expect policies to stay roughly flat until the rollout finishes in mid-2027.