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.
Tuesday, November 10, 2026
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Fajasy on X
@Ironwh Ye but its cold storage which is bit different, but ur point is still correct.. tis why i started writing about $QMCO back in april and why it ran up ~300% from the $7 or so back then (at its peak)
Barbarian Capital on X
"stock fell nearly 40% after complaints that its oat bars posed a potential choking hazard" Toddler-Snack Recall Tests Organic-Food Maker Once Upon a Farm $OFRM
⚽️📡 on X
Fable 5.2 report card on the $ZIP call
SG on X
@SowingAlphaSeed great info. Its much more tame this year -- other than $MRNA $KOD $SG I can't think of many other names that melted up 100+% in the past few months. $CHPT is close.
Myles on X
$SOC imploding couldn't have happened to a dumber group of assholes.
Fajasy on X
Read $ROOT’s Q3 letter on its state expansion here: Continue reading here for what $ROOT’s buybacks and book value say about today’s price:
Investor Letters
All letters- Forager Funds Management October 2026 TUA $525M
- FCL Capital October 2026 RSGN $881M
- Bison Interests third quarter 2026 OILSF $949M
- 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 KAR $762M
- Westwood — Quality SmallCap Fund 3Q 2026 LCLN $935M
- Wasatch Global Investors — Micro Cap Fund third quarter 2026 AII $531MLINC $557M
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…
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…
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…
Array Technologies And Shoals Merger Creates Upside Potential
Array Technologies and Shoals Technologies plan to merge, targeting cross-selling and cost synergies as ARRY's order book holds firm and…
Caffital Research 3 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,…
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…
Equity Eagle 
TSOH Weekly Roundup (10/30/2026)
Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.
Build-A-Bear (BBW) Part II: The Scion Capital Analyst Tempate and the All Map
Build-A-Bear’s lease overhaul, off-mall expansion and partner-led wholesale growth reshaped a debt-free retailer with $80 million EBITDA,…
This Week in Special Situations: Mattel, Winnebago, PayPal
Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.
SRTA · long Strata Critical Medical INC
Strata Critical Medical, SRTA, supplies organ-transport products tied to U.S. transplant growth.
What Amazon Can't Buy
Betterware de Mexico sells locally designed home organizers through direct sellers in informal neighborhoods, generating 67% gross margins;…
Matan on Stitch Fix
Stitch Fix’s rushed Freestyle pivot cannibalized its profitable Fix business, driving active clients below 3.4 million, quarterly revenue…
Double Down Interactive (DDI): Update
DoubleU’s $11.25-per-share bid for DoubleDown Interactive values its operating business at 0.25-0.7x EBITDA; minority holders can block it…
The Biggest Bull Signal On Entravision
Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.
The Arithmetic: How a $9 Spanish-Language Broadcaster Becomes a $100 AdTech Stock
Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.
Dance with the Devil (Nasdaq: ILPT)
ILPT’s Hawaii ground leases and US warehouse portfolio are improving, while five-year fixed-rate refinancing eases the debt burden created…
ADF Group Inc. ($DRX.TO) FINS Review
ADF Group’s Q1 FY2026 revenue rose 78% to $99.3 million and net income 37%, aided by the LAR acquisition despite steel and aluminum tariff…
Peru & Colombia Election Results & Investment Outlook
Keiko Fujimori’s expected Peru victory and Abelardo’s win in Colombia reduce regulatory risk for AUNA, whose operations generate roughly…
Watches of Switzerland (WOSG), TerraVest (TVK) & ContextLogic (LOGC): Earnings Updates
Watches of Switzerland reported 15% constant-currency organic revenue growth and guided FY27 revenue growth of 5-10%, with adjusted EBIT…
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Sectors
Ordered by how often our editor reaches for them.
