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Tuesday, November 10, 2026

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@aleabitoreddit

Serenity on X

I’ve actually entered positions in many tiny Korean companies recently… That actively supply memory, test, machines, etc. to $MU, $SKHY, Samsung, and others like $SMTC + US companies. It’s pretty interesting what you find in the $30-$250m range for optical components, CPUs, memory, and others that are inflecting due to AI. I don’t share these names publicly since risks/volatility is enormous. But one or two going from $40M -> $400m makes the risk/reward worth it for me personally.
@calvinblissett

Calvin Blissett on X

$IMXI now father from deal price than pre deal price. Market obviously saying deal won’t get done. I get AI treadmill math if 10x 2025 Owners Earnings (36m) but H1 2026 annualized is only 10m, FCF for H1 was like 60m due to pre paid wires working Capital benefit. What is interesting is the amount of interest and suitors that made in far before $WU agreed to buy, and also the pretty obvious value/synergies for an acquirer if regulatory hurdles as we’ve seen can be overcome
@DOMOCAPITAL 1 click

DOMO Capital Management, LLC on X

We went through how the recent sale of Pep Boys implies a $30 share price for $MNRO. Will they sell? This is where it gets interesting. About a year ago they brough in a restructuring CEO to clean-up the business (i.e. prepping it for a sale?). However, the clearest sign is this: Historically, Solomon owned 19,664 Class C shares that had more voting right than all of the common shares which was a huge impediment on any push to sell the company. However, on June 18, 2026, these shares were converted into 1,204,908 common shares (taking shares outstanding to 31.25M) after pressure from common shareholders. Essentially, Solomon was bribed with an extra 1.185M shares to give up his voting rights. If the company is sold at $30 per share that would be an extra $35M+ for Solomon. It gets even better. Remember the restructuring CEO? Well, the company also started a strategic review which includes a review of selling the entire company. Guess which banks are involved. Bank of America and Solomon Partners engagement began in May of 2026. Yes, the investment bank that Solomon funded will also be getting a cut of the deal for finding a buyer. Solomon, at 87 years old, now has every incentive possible to sell and sell quickly. And Icahn's sale of Pep Boys to Mavis just laid the groundwork. Maybe Icahn, with 33% economic interest in $MNRO, takes the $MNRO land and Mavis takes the operations. The framework already exists. The Pep Boys deal already closed. Icahn has the cash he needs to buy the land. Mavis has the cash to buy the operations.... Meanwhile.... shorts are shorting 40%+ of the float hoping for a dividend cut. The cut isn't happening, because the company is being sold...
@DOMOCAPITAL 1 click

DOMO Capital Management, LLC on X

The public markets are really sleeping on $MNRO as the recent closing of the Pep Boys sale in the private markets provides direct, concrete, and indisputable math on how to value $MNRO publicly. Here's the math: Mavis bought Pep Boys for $875,000 per store while Icahn retained ownership of the real estate. $MNRO is, without question, a better operational business than Pep Boys. If we just use $875k/store; however, we get to $975.6M. Subtract net debt of $320M gets you to a valuation of $655.6M. Just like Pep Boys, $MNRO owns its own real estate on about 290 out of its 1,115 stores. The real estate is very lucrative which is why Icahn wanted to keep it in the deal with Mavis. It's likely that the real estate is valued around $1M per store or $290M. Put it all together.... $MNRO is conservatively valued at $945.6M or $30 per share. The market is SLEEPING. It gets better....

Investor Letters

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💥Tead-ering💥

Teads’ revenue fell 26% and its stock dropped 38% as Google AI summaries cut publisher referral traffic, worsening losses and straining its…

TEAD $17MGUTS $11M
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The AutoNation Story

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AN $5.9B
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The 10-Q Fills In the Buyback

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ESRT $1.3B
Orphan REITs 2 clicks

No title

SpaceX’s $24 billion Starbase power plant, Microsoft’s Oracle capacity cuts, Riot’s $72 billion AI lease and Quanta’s sell-off frame…

RIOT $6.6B
Monte Independent Investment Research 3 clicks
AUTLF · long

Austal Limited

Austal is a naval and commercial shipbuilder operating in the U.S., Australia and Asia.

AUTLF $1.3B
Value Investors Club

Lion Copper: Initiation Report

Lion Copper targets 2030 Nevada copper production at Yerington, with Rio Tinto’s Nuton funding its 2027 feasibility study under a 65%…

LCU $96M
Atrium Research - Equity Research 3 clicks

Quick Value #337 - Dana Inc (DAN)

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DAN $2.1B
Value Don't Lie 3 clicks

Seed Corn

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

XRN $372M
Orphan REITs 3 clicks

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…

STRL $7.6B
Trade Ideas Flow 2 clicks

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