Tuesday, November 10, 2026

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.

XRN $372M

Orphan REITs 21h ago 2 clicks

Nov 6 EVC $832M

Post Q3 EVC Update

Nat Stewart - Stock Picking Newsletter 26 clicks

Nov 6 LOECF $726M

Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout

Bison Insights 4 clicks

From X

@ClarkSquareCap Oct 23

Clark Square Capital on X

$GRVY is back to trading below net cash, even after paying its ~5% dividend.

@mavix_leon Oct 23 1 click

mavix on X

Evolution $EVO Q3 '26 results: ▫️Revenues +3.7% *Live +2.6% *RNG +10% ▫️EBITDA -0.9% ▫️EBITDA margin of 63.5% (vs. 66.4%) ▫️ADj. EBITDA +2.7% ▫️EPS +4.6% ▫️QoQ growth in all regions ▫️Closure of Brazilian studio due to the uncertain regulatory situation

@DeepSailCapital Oct 22

Deep Sail Capital on X

$HTZ - Borrow rates at 120% at IBKR, 60% at Schwab, 113% at Robinhood.

@DOMOCAPITAL Oct 22 1 click

DOMO Capital Management, LLC on X

Athletic shoe manufacturers are now being forced to discount. Very bullish $SHOE. Bearish $DECK.

@AsifSuria Oct 22

Asif Suria on X

Thanks for sharing regarding $STRZ When it comes to a poison pill, they can get rid of it at any time and I have seen both instances of it being removed as well as where the acquirer pushes through the poison pill and acquires the company (Oracle's acquisition of Peoplesoft). My broader point is that as separate companies with different business models, both deals don't have to happen simultaneously. I do recognize that they have content licensing agreements between them and probably strong ties in other areas. $LION

@catechwilliams Oct 22

catechwilliams on X

$SHAZ Aussie speculative neocloud start-up ($3M LTM rev, >$1B mkt cap). 2H planned capex: $4B vs $800M net cash. Dubious capital & business plan. Yesterday large partner NextDC (ASX:NXT) halted all new projects amidst intensifying local opposition to AI DCs. IR deck slide below.

@Mr_Neutral_Man Oct 22 3 clicks

Mr Neutral Man aka "Howard Marks of REITs” on X

@JeffBeckMadDog Missing $NXRT

@Mr_Neutral_Man Oct 22 1 click

Mr Neutral Man aka "Howard Marks of REITs” on X

@credealjunkie Weird days in my portfolio Calls in $USO up Puts in $IWM and $SPY up Event driven name up REITs up Puts in Coreweave up + 4.3% vs Nasdaq today Some pod long/short factor favoring my positioning I'm not smart like this, I'm not sure if I'm smart at all

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…

EVC $832M

The Value Road Nov 6 4 clicks

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…

DEC $900M

The Oak Bloke Nov 6 4 clicks

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…

NXRT $825M

Latticework by MOI Global Nov 5 6 clicks

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…

ARRY $715M

Caffital Research Nov 5 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,…

SRTA $498M

Capital Employed Nov 1 14 clicks

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…

VRRM $333M

The Oak Bloke Oct 31 3 clicks

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…

AURA $690M

Equity Eagle Oct 31

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.

BBW $371M

TSOH Investment Research Oct 30 1 click

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,…

BBW $371M

Cassandra Unchained Oct 29 3 clicks

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.

WGO $892M

Latticework by MOI Global Oct 29 3 clicks

NGVC · long

Natural Grocers Vitamin Ctge

Natural Grocers (NGVC) returned to $27.80 after a prior long entry at $21 and exit recommendation at $46.

NGVC $682M

Value Investors Club Aug 11

CytomX Therapeutics: Trading Near Cash Value While Varseta-M Heads Toward Pivotal Trials

CytomX Therapeutics trades near its $367 million cash balance as Varseta-M moves toward a 2027 pivotal colorectal cancer trial after 20–32%…

CTMX $510M

Cypriot Invests Nov 5

Daktronics (DAKT): Dominant Leader | Deep Dive

Daktronics, the leader in U.S. sports video boards, targets 10-12% EBIT margins after shifting production to China and Mexico and exiting…

DAKT $977M

Hidden Gems Investing Oct 28 6 clicks

Build-A-Bear Workshop: The Price Assumes Its Worst Quarter Lasts Forever

Build-A-Bear Workshop’s failed pre-made toy line compressed margins, but resilient children’s sales support a $39.39 fair value estimate…

BBW $371M

Rafa F. Oliver, CFA Oct 26 4 clicks

How to Read a 10-K Like a Short Seller

A four-layer 10-K framework tests revenue timing, receivables, reserves and depreciation against cash flow, using Hertz’s 2012-14…

HTZ $806M

Jimmy's Journal Oct 26 70 clicks

Research & Analysis: ERock, Inc. (NYSE: EROC)

ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity…

EROC $383M

Monte Independent Investment Research Oct 23 11 clicks

BMBL 2026-10-21

Bumble is being taken private

Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.

BMBL $928M

Modern Value Investing Oct 21 8 clicks

LXS.DE: a 2028 sale it can force

Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.

LPTH $542M

Trade Ideas Flow Oct 19 21 clicks

Sell Eagle Point Credit Now - Match The Loss With Portfolio Gains To Lower Income Taxes

Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.

ECC $307M

Anthony Cataldo Oct 19 5 clicks

Build-A-Bear: A Narrower Path

Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.

BBW $371M

TSOH Investment Research Oct 19 18 clicks

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Tuesday, November 10, 2026

Clark Square Capital on X

mavix on X

Deep Sail Capital on X

DOMO Capital Management, LLC on X

Asif Suria on X

catechwilliams on X

Mr Neutral Man aka "Howard Marks of REITs” on X

Mr Neutral Man aka "Howard Marks of REITs” on X

Investor Letters

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YouTube 4

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Seeking Alpha 78 of 281

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Investor letters we follow

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