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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From X
DOMO Capital Management, LLC on X
Athletic shoe manufacturers are now being forced to discount. Very bullish $SHOE. Bearish $DECK.
Ian Bezek on X
$EDV (long-duration U.S. bonds) now up 11% from recent levels on a 2.5% decline in the S&P 500. Wonder what happens if $SPY drops 25%...
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 aka "Howard Marks of REITs” on X
@JeffBeckMadDog Missing $NXRT
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
Fajasy on X
$NTWO 👀
Mr Neutral Man aka "Howard Marks of REITs” on X
Congrats to anyone who bought $SITC at $3.40 3 days ago. I paid $3.47 to $3.57 after the JV transaction. It's an ungodly 23.4% (capital) and 25.7% (notional) of my portfolio now To make 11.8% (now $3.80) in a few days buying 85% cash box is insane. Kudos to you! @Bkclaims
Investor Letters
All letters- Forager Funds Management October 2026 OFX $70MPLT $96M
- FCL Capital October 2026 RSGN $881M
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 HHSE $12M
- 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 COG $234MFWD $127M
- Elm Ridge Management September 2026 LUCN $84M
💥Tead-ering💥
Teads’ revenue fell 26% and its stock dropped 38% as Google AI summaries cut publisher referral traffic, worsening losses and straining its…
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%…
Post Q3 EVC Update
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout
Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…
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…
CareCloud (CCLD): A Second Sales Rep Talks. More Structure. Didn’t have a leader of sales for 18 months. That has changed. Organic growth through Medsphere?
CareCloud rebuilt its sales organization under Christopher Langehaug after 18 months without a sales leader, with a second sales rep…
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…
CareCloud (CCLD): Q3 2026 Call Notes and Thesis. My biggest position, I’m bullish. To me it’s a multibagger
CareCloud’s Q3 revenue rose 9% through acquisitions but fell 8% pro forma; the RCM consolidator targets 25–30% margins by shifting acquired…
Artiva Biotherapeutics: Busted Biotech
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…
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.
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
Research Note
Nine Mile Metals is the subject of a research note.
Site Centers (NYSE:SITC)
Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties…
AirSculpt Technologies: A Curious Play On Unit Economics
AirSculpt’s procedure economics remain attractive, but high customer acquisition costs and underused clinics pressure profitability; the…
Sanjay Swamy 5 clicks
Namib Minerals: Research Flash
Namib Minerals accelerates Redwing’s restart, targeting first gold this month and a ramp from 338 ounces monthly to 835 ounces by Q2 2027.
Educational Development (EDUC) – The Book Value Trap
Educational Development trades at 0.21x tangible book after selling its distribution complex to repay debt, but FY26's $2.3m profit masked…
Mammoth Energy: Fly Like An Eagle
Mammoth Energy's aviation unit derives 85% of revenue from engine and APU leases, earning 18% yields while Surf Air's going concern warning…
Naples Investor 2 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,…
Initiation Report
Nine Mile Metals is initiated under research coverage.
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Seeking Alpha 79 of 281
Adam Schadt
Albert Anthony
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Arizona Equity Research
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Khaveen Investments
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Mike Zaccardi, CFA, CMT
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Petri Dish Reports
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The Alpha Analyst
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💥PETITION💥
A Capital
absreturnchaser
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BDC
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Brian McGough
Broken Moats
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Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
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Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
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marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
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Myles
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Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
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Paradis
Pernas Research
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Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital- RiverRoadPartners
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Rusholme Capital
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Serenity
SG
Sheel Mohnot
SouthernValue
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The Friendly Bear
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Timyan Bank Alert
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ToffCap
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Undiscovered Compounders
Voss Capital
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Investor letters we follow
- 1 Main Capital
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- 13D Activist Fund
- 1851 Capital
- 49 Financial
- ABS Global Investments
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- Maran Capital Management
- Markel Group
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- Miller Value Partners
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- Moneta Group
- Montaka Global Investments
- Moon Capital Management
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- Polaris Capital Management
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- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Private Capital Management
- ProChain Capital
- Protean Funds
- Pzena Investment Management
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- QuantStreet Capital
- Quercus Fund
- RD Capital Partners
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- RF Capital Management
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- ROCKLINC Investment Partners
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- Rewey Asset Management
- Right Tail Capital
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- RiverPark Funds
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- Robinson Capital Management
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- Rozendal Partners
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- Sandon Capital — Activist Fund
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- Shelton Capital Management
- Sigil
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- Skybound Wealth Management
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- Sound Shore Management
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- Starvine Capital
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- Stewart Asset Management
- Steyn Capital
- Stone Ridge Asset Management
- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
- Sustainable Growth Advisers
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- Tapasya Investment
- The London Company
- Third Avenue Management
- Third Point
- TimesSquare Capital Management
- Touchstone — Balanced Fund
- Troy Asset Management
- Tweedy, Browne
- Unconventional Value
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- VH Standard Asset Management
- Value Line Funds
- Victory Capital — Sycamore Mid Cap Value Equity
- Vision Capital Fund
- Vltava Fund
- Voss Capital
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- Vulcan Value Partners
- Warden Capital
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- Wasatch Global Investors — Small Cap Growth Strategy
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
