Monday, November 9, 2026

Anthropic vs Meta: Room to Be Wrong

Anthropic and Meta carry $1.5 trillion valuations on distinct AI bets: Meta directs roughly 60% of capex to MSL, while Anthropic shifts…

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 26h 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…

One Regulator Could Soon Unlock Altria And Cronos' Cannabis Fortune

Adult-use cannabis rescheduling would open Altria’s 42% Cronos stake to a U.S. market rerating.

MO $130BCRON $1.3B

SA Aseity Research 29h ago 2 clicks

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.

DoorDash and Google

DoorDash and Google.

Improvements Are Still Evident At C&F Financial Corporation

CFFI $342M

SA Crimson And Gold Research 32h 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…

PERF · long

Perfect CORP

Perfect Corp., a Taiwan-based beauty-tech microcap SPAC, trades below net cash despite sales growth after falling from a brief $2 billion…

Alta Fox XPEL Presentation

XPEL targets 26% EBIT margins by FY28 after its 2022-2025 investment cycle, with Alta Fox projecting roughly doubled EPS from FY25.

APi Group: How the story has evolved and what's next

APi Group hit its 13/60/80 targets in 2025, reporting $7.9 billion revenue, 13.2% EBITDA margin and 80% free-cash-flow conversion, then set…

Coffee Money From the CaSaaStrophe: DCBO and YEXT Odd-Lot Tenders

Docebo and Yext odd-lot tenders prioritize holders under 100 shares; DCBO offers $20.40 per share, though Canadian deemed-dividend…

2025 Bilbel Capital Annual Letter

Bilbel Capital’s 2025 letter details CareCloud’s $16.5M Medsphere acquisition, targeting $35–40M EBITDA in 2026, and recounts losses from…

Wealthfront Corporation - NASDAQ:WLTH

Wealthfront, a $93 billion automated investing platform, trades at 6-7x EV/FCF after falling over 40% since its December 2025 IPO.

Mispriced Domino’s Mention Contract: Kalshi Traders Haven’t Ordered This Yet!

Domino’s Q4 2025 Kalshi contract prices “craveable” at 37%, while First Strike’s transcript model assigns 68.4% before social-sentiment…

Copart: 2Q26 Business Recap

Copart’s fiscal Q2 2026 revenue fell 4% and U.S. insurance units dropped 11%, as underinsured drivers and carrier volumes weighed while IAA…

Earnings Updates and A Software Shot in the Dark

Ategrity Specialty’s 30% premium growth, stable reserves and $50 million buyback target an undervalued, thinly traded specialty insurer.

Grab Holdings ($GRAB) - Addressing the key risks to holding the stock

Grab’s main holding risks are competition, sustainable profitability and valuation, with entrenched ride-hailing and delivery positions…