Insider activity October 2026
Asian insider buying reached $2.9 billion in October, the highest since 2018, with South Korea and Thailand leading. The report highlights Bank Rakyat Indonesia among five purchases.
Tuesday, November 10, 2026
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From X
⚽️📡 on X
@ARKInvest That BCI etf is gonna need to load up a lot of $BFLY
Fierce_beast on X
$NRDS slowly getting there
Deep Sail Capital on X
I can not stress enough how $NUAI is an absolute zero now. No chance they land hyperscalers partner on TX. They don’t have much cash either, they were hoping to issue equity at a much higher price.
Raging Capital Ventures on X
Even with the nice move today, $SKIN still only trades for ~4.5x EV/EBITDA. To potentially regain inclusion in the Russell 2000 (it was recently deleted), I estimate that $SKIN would have to trade for around 5.5x EV/EBITDA, or roughly $23 per share. That doesn’t seem like a high bar for a stable, capital-light business that should start generating meaningful FCF while also benefiting from two new pending product upgrade cycles.
Mikro Kap David on X
It's honestly amazing that $ZM is still in business given how awful Zoom is as a product. Then again, when your main competition is Microsoft Teams, I guess you can get away with just about anything.
Lee Roach on X
Sell TV, keep executing, initiate fat buy back, repeat. $EVC
DOMO Capital Management, LLC on X
Best part of $GPRE earnings call: "As all of our projects compete for capital, from time to time, we expect to be buyers of our own shares as well, and it may be one of the highest cash flow accretive options available" They can repurchase 8% (~5.5M) of the outstanding shares.
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Forager Funds Management October 2026 OFX $70MPLT $96M
- FCL Capital October 2026 ANPDF $28BCNSWF $50B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- 13D Activist Fund third quarter of 2026 KNF $3.5BMFP $1.9B
- Horizon Kinetics 3rd Quarter 2026 TPL $19BLB $5.1B
- NS Partners Q3 2026 AAVMY $39BALBKY $12B
- Bison Interests third quarter 2026 OILSF $949M
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
Daniel Bell 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.
Aseity Research 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
Crimson And Gold Research 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…
FND · long FLOOR & DECOR HLDGS
Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.
Vicor Update, Part Four
Vicor’s Federal Circuit hearing put Foxconn’s disputed patent license under pressure, reinforcing its AI server royalty model and licensing…
Moody’s: Fasten Your Seat Belts, But Not for AI
Moody’s ratings business faces potential deceleration, while AI-related debt issuance and anti-data-center politics pose less risk than…
IREN Is Down 71%. Should You Buy the Dip?
IREN has fallen 71% despite AI Cloud revenue rising from $7.3 million to $200 million quarterly and more than $20 billion in contracted…
Ouster Q3 FY12/26 Earnings Review (OUST) - Stock Rating: Accumulate
Ouster grew Q3 revenue 50% to $59.3 million, shipped 27,000 sensors and guided Q4 revenue to $61 million to $64 million while posting a…
Floor & Decor 3Q26: Business Update
Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…
Floor & Decor 3Q26 Business Update: Profitability Grows Despite Weak Sales
Floor & Decor's 3Q26 sales rose 3% while comparable sales fell 1.4%; it slowed 2027 openings to 10-15 as high mortgage rates pressure…
Kimberly-Clark: Short-Term Worries Create A Buying Opportunity (Rating Upgrade)
Kimberly-Clark’s Kenvue merger targets $1.9 billion in synergies by 2029, supporting roughly 6% long-term EPS growth and continued dividend…
Gary Gambino 1 click
Blue Dolphin (BDCO): A Tiny Texas Refinery Printing Money in a Diesel Shortage (1.3x P/E)
Blue Dolphin’s 15,000-barrel-per-day Texas refinery earned $2.18 per share in first-half 2026 as diesel shortages widened crack spreads,…
Blackbaud CEO: We will prove AI is a ‘tailwind’
Blackbaud CEO says AI will be a tailwind for the nonprofit software and services provider.
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Sectors
Ordered by how often our editor reaches for them.
