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 23h ago 2 clicks

33h ago BDCO $116M

41 Stock Pitches (2nd-8th November) 🟢

Capital Employed 4 clicks

47h ago BDCO $116M

Blue Dolphin (BDCO): A Tiny Texas Refinery Printing Money in a Diesel Shortage (1.3x P/E)

Calvin Blissett 2 clicks

From X

@david_katunaric 8m ago

Mikro Kap David on X

One data point that has kept me from ever seriously looking at $DOUG, despite the stock always looking cheap, is that there are three stores within a few minutes' walk of each other in central Zagreb (where I live) and somehow all three are always empty. Gf says the selection is poor, that she doesn't know anyone who shops there, and that it's basically "a 5x worse Sephora." No idea if that's representative of other markets...

@majgeoinvesting 46m ago

Maj Soueidan on X

Almost got super excited about $AEYE Q3 inflection to profitability that they reported. There’s also been some major insider buying and they’re buying back a good deal of stock. However, these fuckers use EBITDA as their adjusted EPS - a little sneaky. I’m still watching, but not nearly as excited as I was. I mean, it’s still a potential breakout because the company reported a GAAP profit for the first time in its recent history. So, you can potentially value the company on price or EV to revenue, which is looks to be around 4x, which seems about fair. EV/EBITDA is around 13x. They sells software and services that help businesses make websites accessible to people with disabilities and just launched “Agentic Audits and tools” that integrate accessibility intelligence into AI coding workflows Need to figure out where revenue has to get to in order to get to profitability on a real adjusted income basis and if analyst estimates are GAAP or adjusted EPS and not EBITDA. Shame on analysts if they’re using EBITDA. @MicrocapDr It appears that they are - looks like they’re just using the company’s adjusted EBITDA guidance.😂 lazy If you look at the GAAP history, they’ve been losing a ton of money, but the estimates (in green) are much higher. Financial matrix source: @InfoArbMonitor

@InvestSpecial 3h ago

Dalius - Special Sits on X

Massive 44% bump in the $DDI buyout offer, now at $16.25/ADS. Great outcome, and pretty much exactly how we expected this to play out. No closing timeline yet, and the spread is now just 3.5%. Full pitch on SSI👇

@StableBread 8h ago 1 click

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)

@BarbarianCap 10h ago

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

@pennycheck 11h ago

⚽️📡 on X

Fable 5.2 report card on the $ZIP call

@stockgutter 14h ago

SG on X

@lurker8679 I thought the ATM has been there for a few quarters and was barely used? Could be wrong. $HTZ has a refinancing hurdle especially as we get closer to 2028, and its too large to address with equity ATM or no ATM.

@stockgutter 15h ago

SG on X

Nobody knows how many shares of $HTZ are short today, but here are three data points that suggest the squeeze pressure is lessening: 1. price is going down giving the shorts an easy way out if they took it 2. borrow cost is going down and availability up at most brokers (IBKR below) 3. a personal anecdote: I had 50k shares lent out via Schwab's fully-paid secured lending program which were returned this afternoon.