Monday, November 9, 2026

Quick Value #337 - Dana Inc (DAN)

Dana is combining with Eaton’s Mobility unit via a 1Q27 Reverse Morris Trust after selling a division, delevering and accelerating buybacks.

SSR Mining: A Very Well Positioned Company For Long Term Growth

SSRM $5.6B

SA Daniel Bell 15h ago 1 click

Seed Corn

Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…

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…

Roblox: Capture This Moment

Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.

Nextpower: Its Biggest Growth Opportunity Now Lies Outside The Trackers

Nextracker's $6 billion order book supports cross-selling battery storage and inverters, now 22% of revenue, though acquisition-led growth…

NXT $15B

SA Investor Overview 19h ago 2 clicks

DoorDash and Google

DoorDash and Google.

Improvements Are Still Evident At C&F Financial Corporation

CFFI $342M

SA Crimson And Gold Research 21h ago 2 clicks

41 Stock Pitches (2nd-8th November) 🟢

Blue Dolphin Energy trades near 1.3 times earnings as its Texas refinery benefits from diesel shortages, with projected 2026 EBITDA of $111…

Diamond Estates: Research Note

Diamond Estates converts $4.7 million of Lassonde debentures at a 69% premium, cutting debt to $10.9 million and raising Lassonde ownership…

EYE · long

National Vision Holdings INC

National Vision Holdings, EYE, is pitched long as one of the largest optical retailers.

Stock Trade Compilation Diez

E.W. Scripps, Team Internet, Monro, doValue and Inter & Co feature as special-situation trades involving mergers, asset sales, leverage and…

Single Stock Spotlight #13: Entravision (EVC)

Entravision’s Smadex ad-tech unit grew Q2 revenue 230% year over year, underpinning a re-rating thesis despite its legacy Spanish-language…

The Airbnb Blueprint

Airbnb’s Q3 guidance implies 17% TTM GBV growth, while World Cup-driven North American strength may create a difficult Q2 FY27 comparison.

Cerebras Systems, Inc.

Cerebras Systems’ WSE-3 wafer-scale chip targets low-latency AI inference with faster decode than GPU racks, while higher per-token costs…

WD #354: Colombia Earthquake, Software, CIB/AVAL/NU Earnings

Colombia’s earthquake frames risks for Tecnoglass as Grupo Aval, Bancolombia and Nu report strong earnings, including Nu’s 67% EPS growth.

Deep Dive: Uber ($UBER)

Uber generated $52 billion of FY25 revenue and $10 billion of free cash flow as investors weigh whether autonomous vehicles can erode its…

Will Hubspot go the way of the Dodo?

HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…

How Coherent Can Earn Investor Confidence

Coherent can bolster confidence in CPO lasers by publishing linewidth and stability data and demonstrating high-power ELSFP modules with…

Private Equity is coming for Software (NOTW#104)

Silver Lake’s reported talks to buy Workday briefly lifted software stocks, reviving hopes that private equity sees value in beaten-down…