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
Adam D. Wyden on X
More than meets the eye here. KEKE is owned by DENNY's - once a PUNCHH cust. PAR has mentioned that several PUNCHH custs. are returning and we understand $DENN is one of them. Table serv. , POS, Payment, lot to like here. @SavneetS @PAR_Tech $PAR $DENN
Adam D. Wyden on X
@OtterMarket $rick is more cyclical than I expected. Definitely can’t open new ones. Weak capacity closes/comes out for sure… and ideally shares get bought out and so do other assets on cyclical lows. The assymetry here is actually pretty after a 3 yr tailspin.
Adam D. Wyden on X
@OtterMarket Exactly like $rick
Adam D. Wyden on X
@OtterMarket This is great. Reminds me a little of $rick. In the investing “business “… sometimes distribution of return matters more than the actual return. Wonder what the drivers of economic return were here. Inflation? M&a?…. Eggs were never going away….
Fred Liu on X
We put out our Q1 2025 letter a few days ago. This quarter, we discuss: - Why "Only The End-State Matters" - An update on Shopee Brazil, and their overseas expansion $SE - Our internship program, and a $WISE memo Letter is on our site here:
Adam D. Wyden on X
@RicksCEO I’ll take your deal if we can add a zero to your 6 mm of ebitda added a year. 60 sounds a lot better ! $rick
Derek Pilecki on X
I sent out my Q1 investor letter this morning, sharing my investment thesis on $VRTS. If you didn't see a copy and are an accredited investor, DM me your email address, and I'll send it to you.
catechwilliams on X
$DAKT Just won the massive jumbotron project for the new Titans stadium. Estimated to be $180M. Will be the largest set of displays in the NFL. Bills, Browns stadiums to be announced soon. Wouldn’t be surprised if Mitsubishi acquires them given interest in the category.
Investor Letters
All letters- Forager Funds Management October 2026 OFX $70MPLT $96M
- FCL Capital October 2026 RSGN $881M
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 HHSE $12M
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $416MGRVY $462M
- Greystone Capital third quarter of 2026 KTYCF $461MSRTA $498M
- Sandon Capital — Activist Fund September 2026 COG $234MFWD $127M
- Elm Ridge Management September 2026 LUCN $84M
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…
CareCloud (CCLD): A Second Sales Rep Talks. More Structure. Didn’t have a leader of sales for 18 months. That has changed. Organic growth through Medsphere?
CareCloud rebuilt its sales organization under Christopher Langehaug after 18 months without a sales leader, with a second sales rep…
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…
CareCloud (CCLD): Q3 2026 Call Notes and Thesis. My biggest position, I’m bullish. To me it’s a multibagger
CareCloud’s Q3 revenue rose 9% through acquisitions but fell 8% pro forma; the RCM consolidator targets 25–30% margins by shifting acquired…
Artiva Biotherapeutics: Busted Biotech
This Week in Special Situations: Lear, AutoNation, NexPoint, AudioCodes, Xponential Fitness
AutoNation, Lear, NexPoint, AudioCodes and Xponential Fitness lead a 52-situation screen spanning buybacks, insider purchases, M&A and…
Research Note
Nine Mile Metals is the subject of a research note.
Site Centers (NYSE:SITC)
Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties…
NGVC · long Natural Grocers Vitamin Ctge
Natural Grocers (NGVC) returned to $27.80 after a prior long entry at $21 and exit recommendation at $46.
Namib Minerals: Research Flash
Namib Minerals accelerates Redwing’s restart, targeting first gold this month and a ramp from 338 ounces monthly to 835 ounces by Q2 2027.
Educational Development (EDUC) – The Book Value Trap
Educational Development trades at 0.21x tangible book after selling its distribution complex to repay debt, but FY26's $2.3m profit masked…
Mammoth Energy: Fly Like An Eagle
Mammoth Energy's aviation unit derives 85% of revenue from engine and APU leases, earning 18% yields while Surf Air's going concern warning…
Naples Investor 2 clicks
48 Top Stock Pitches (26th-1st November) [NO PAYWALL] 🖨️
Capital Employed rounds up 48 stock pitches, led by Greystone’s $14.50 target for organ-transplant logistics firm Strata Critical Medical,…
Initiation Report
Nine Mile Metals is initiated under research coverage.
Idea Brunch with Jamil Tahir of TurnMark Capital
TurnMark Capital’s Jamil Tahir describes buying entrepreneur-led microcaps at fundamental inflection points and using Claude to automate…
Travelzoo ($TZOO): Members Pay Up Front, GAAP Calls It a Loss, and the Market Prices It Like It's Dying. I think the stock can 4x
Travelzoo’s roughly 400,000 prepaid members generate deferred revenue while acquisition costs hit GAAP earnings immediately, masking the…
Verra veerer
Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…
Aura Biosciences: A Pivotal Trial Engineered With Room To Spare
Aura Biosciences expects pivotal Phase 3 bel-sar data in early choroidal melanoma in 2027, funded by $323.8 million of cash into the first…
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Sectors
Ordered by how often our editor reaches for them.
