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Tuesday, November 10, 2026

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An excerpt from our article about Expand Energy $EXE that we published this morning after Danny Brown took over as the new CEO this week: Natural gas may not be the first thing that comes to mind when you think about the AI boom. But as companies race to build data centers, finding enough electricity to power them is becoming just as important as getting hold of the top GPU chips from NVIDIA $NVDA Expand Energy is a company you might recognize by its old name, Chesapeake Energy. Chesapeake has quite a history. It was one of the biggest names in America’s shale gas boom, built aggressively by its co-founder Aubrey McClendon. But its rapid expansion came with enormous debt, and the company eventually ended up in bankruptcy in 2020. Today, it looks very different. Following its merger with Southwestern Energy, Chesapeake became Expand Energy, creating the largest natural gas producer in the United States. The company is performing well, with our quant model IA Score rating it a 90 (a higher score is better), even though natural gas prices haven’t enjoyed the same strength as oil. That is what caught my attention. Natural gas producers typically do well when gas prices rise and struggle when they fall. Yet Expand appears to be building a business that could benefit from more than just a recovery in commodity prices. And now, with Danny Brown taking over as CEO, the company is entering another interesting chapter. To understand the opportunity and why this company is worth watching, we need to rewind the tape and go back to where it all started: Chesapeake Energy.
@AsifSuria

Asif Suria on X

This has been a very active week for M&A activity with 6 new deals announced and half of them over $10 billion in size. The largest spread is for the acquisition of Maplebear (the weird name for Instacart) $CART by DoorDash $DASH with the deal trading for a 11% discount to the acquisition price. Considering what happened with the merger of the uniform rental companies UniFirst $UNF and Cintas this week and Mayor Mamdani's comments about the Instacart acquisition, it is not going to be easy for DoorDash to get this deal to the finish line.

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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 1 click

Quick Value #337 - Dana Inc (DAN)

Dana is combining with Eaton’s Mobility unit via a 1Q27 Reverse Morris Trust after selling a division, delevering and accelerating buybacks.

ETN $141B
Value Don't Lie 2 clicks

Roblox: Capture This Moment

Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.

RBLX $35B
TSOH Investment Research 1 click

DoorDash and Google

DoorDash and Google.

DASH $79B
Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 4 clicks

NEW POSITION: Google LEAPS

Alphabet bought long-dated GOOGL calls after a 12.6% earnings drop, betting AI monetization and distribution overcome capex pressure and…

GOOGL $3.5T
Hated Moats 1 click

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