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Tuesday, November 10, 2026

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@kevin__mak 2 clicks

Kevin Mak on X

$MRNA Update on the realtime short-interest from Markit. Note that on 10/8 there was the NDX100 inclusion event, that mechanically increases short interest (due to index arb/basket/swap/etc) type of trades, so don't look at that step-up in short interest as indicative of anything. I am very interested in observing how positioning evolves from this point onwards, now that the "data is out". Most of the "bio experts" say this is massively overvalued, but someone obviously keeps buying. Does that buying come roaring back? Do they all switch to sellers? Time will tell! (I have a tiny short position on from $160ish.) Disclosure: Creek Drive and its affiliated funds holds a short position in MRNA. Views expressed are current opinions for information only, subject to change and are not investment advice or a recommendation to buy or sell any security. Investing involves the risk of loss and past performance is not indicative of future performance. See the disclosures link in my bio for more important information.
@AsifSuria

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

Investor Letters

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The AutoNation Story

AutoNation shed rentals and megastores, focused on dealerships, and retired 91.1% of its shares through buybacks after its 1990s roll-up…

AN $6.1B
Cannibal Stocks 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…

PWR $77BRIOT $5.8B
Monte Independent Investment Research 3 clicks

Insider activity October 2026

Asian insider buying reached $2.9 billion in October, the highest since 2018, with South Korea and Thailand leading.

BKRKY $23B
Asian Century Stocks 2 clicks

STRL: 80 new electricians a week

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STRL $7.6B
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Roblox: Capture This Moment

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TSOH Investment Research 2 clicks

DoorDash and Google

DoorDash and Google.

DASH $79B
Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 8 clicks
FND · long

FLOOR & DECOR HLDGS

Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.

FND $5B
Value Investors Club 1 click

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