Tuesday, November 10, 2026

Another High-Premium, Multi-Billion-Dollar Canadian Oil Deal

Strathcona Resources will acquire Greenfire Resources for C$2.8 billion including debt, valuing the Canadian heavy-oil producer at up to a 39% premium.

GFR $1.4B

Bison Insights 19h ago 2 clicks

6h ago SE $48B

Sea Ltd Earnings Update: Q3 2026

SixSigmaCapital: Navigating the Financial Markets 3 clicks

7h ago CRWV $27B

CoreWeave (NASDAQ: CRWV) Stock Rating: Do Nothing After Q3 FY12/26 Earnings

Cestrian Capital Research 3 clicks

From X

@RagingVentures 4h ago

Raging Capital Ventures on X

Agreed, $GOOG was cheaper at the time, but it was still 10x-ish revenues at the time. Tech multiples were different at the time and the tech crash was still fresh in investor’s memories. Search was also still intensely competitive. I’ve been impressed with $ANT’s capital efficiency, operating leverage, and profitability to date. I think there are a lot of similarities.

@RagingVentures 4h ago

Raging Capital Ventures on X

I am short $SPCX. It has a giant market cap, everyone and their brother (endowments and VCs included) is full up on the stock, and most of the company's big growth initiatives are capital intensive and aimed at highly competitive industries. Oh, and Elon is persona non grata in Washington now.

@RagingVentures 4h ago

Raging Capital Ventures on X

$GOOG's 2004 Dutch auction IPO was messy, in part because large investors talked down the deal ahead of pricing. The stock then ripped, more than doubling within a few months and nearly quadrupling within a year. The $ANT business and IPO process feels eerily similar to me. Bears are focused on token prices and open-source models, ignoring $ANT's superior execution in enterprise AI models and applications. $ANT's impressive capital efficiency and operating leverage also echo $GOOG's early days. $ANT may be the most important company of our era, and its product development cadence is only accelerating. Disclosure: Long $ANT, via May 2023 Series C

@P_Remarks 5h ago

Prepared Remarks on X

Was there any reason for the $bkd rip into the close? +5% in 30 minutes on decent volume and from -5% intraday

@finphysnerd 7h ago

Myles on X

@valuedrift @irbezek $KORU has way higher financing costs. The $SOXL and $SOXS are only like .5% above risk free. Koru significantly underperforms it's underlying. It's actually the better short even with the higher borrow. (I'm short to hedge some SK positions).

@finphysnerd 7h ago

Myles on X

@Tintincapital My mate works for their main competitor $WPP. Sat him down one afternoon, pumped him full of free beer and had him just give me a rundown of everything he was seeing in the advertising industry currently. Put a variety of positions on after but this was my largest.

@BarbarianCap 7h ago

Barbarian Capital on X

Toyota Plans to Sell a Kei Pickup Truck in the U.S. $TM

@DOMOCAPITAL 7h ago

DOMO Capital Management, LLC on X

@gr8t4ver @ArbLens Probably closed tonight or signed a short 5 day extension. California would not have approved unless $WU signed-off on whatever the conditions were. No chance they walk or renegotiate. $IMXI might not even trade tomorrow.

Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update

LandBridge’s Q3 revenue rose 39%, while newly acquired pore space could lift pro forma EBITDA and cut its 2027 EV/EBITDA multiple from…

LB $5.1B

310 Value’s Newsletter 8h ago 1 click

Constellation Software 3Q26 Recap: When 2% is Good

Constellation Software’s 3Q26 organic revenue grew 2%, while $609 million of acquisitions and improving acquired-business margins supported…

CNSWF $50B

Speedwell Research 8h ago 1 click

Airbnb 3Q26: Business Update

Airbnb’s 3Q26 revenue rose 19% to $4.9 billion as nights and seats grew 16%, with app bookings up 29% and Reserve Now Pay Later adding…

ABNB $111B

Speedwell Memos 12h ago 2 clicks

Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings

Joby Aviation reported $55.1 million in Q3 revenue, raised 2026 guidance to $135 million to $140 million, and expects FAA pilot training in…

JOBY $5.3B

Cestrian Capital Research 12h ago 2 clicks

Airbnb 3Q26 Business Update: “Growth Mode”

Airbnb’s 3Q26 revenue rose 19% to $4.9 billion as nights grew 16%; app rebuild, AI-assisted releases and social travel features aim to…

ABNB $111B

Speedwell Research 13h ago 2 clicks

MARA Holdings Q3: Massive Deleveraging Sets The Stage For The AI Colocation Premium

MARA Holdings cut debt by $1.4 billion after an $885 million Bitcoin gain, while 1.9 GW of energy assets and a $79 million GPU contract…

MARA $2.5B

Mandela Amoussou 15h ago 1 click

Sin of Hubris: Jensen’s Affair Scandal and What It Means for Nvidia, AI Players and the Market

Nvidia faces unverified allegations involving CEO Jensen Huang, a customer executive and claimed China-linked influence over AI chip…

NVDA $4.6T

Kakashii's Materials 15h ago 3 clicks

Research update

S&P Global research will assess Platts, Kensho and ratings growth; Benefit Systems’ 72% YTD rally changed its valuation, while Netflix and…

SPGI $136BICE $96B

Global Outperformers 16h ago 3 clicks

Q3 Earnings: XPEL, Liberty Capital, Douglas Dynamics, Strattec, Seaport (XPEL, GLIBA, PLOW, STRT, SEG)

Liberty Capital’s GCI business grew 5% in high-margin healthcare and school contracts, while Quintillion could lift EBITDA to $440 million…

GLIBA $1.1BXPEL $1.1B

Hidden Gems Investing 17h ago 2 clicks

Occidental Petroleum (NYSE: OXY) Stock Rating: Distribute After Q3 Earnings

Occidental Petroleum generated $4.3 billion of Q3 EBITDA and cut principal debt to $10 billion, but each $1 WTI decline reduces annual…

OXY $57B

Cestrian Capital Research 18h ago 2 clicks

IQV · long

Iqvia Holdings INC

IQVIA runs drug trials and gets paid regardless of whether drugs pass, while trading at a COVID-low multiple with potential AI benefits.

IQV $46B

Value Investors Club May 20 1 click

MSGS at a Glaring Discount so GO KNICKS GO!

MSGS, owner of the Knicks and Rangers, filed a Form 10 to explore a spinoff as comparable franchise sales support an $11 billion valuation.

MSGS $9.6B

Open Insights Jun 5

What CrowdStrike Shareholders Are Really Funding

CrowdStrike’s $318 million quarterly stock compensation and payroll taxes equaled 23% of revenue, diluting shareholders while non-GAAP…

CRWD $222B

First Strike Research Jun 5

When the Ducks are Quacking

Ford’s 1956 IPO sold 10.2 million shares at $63 each after Goldman Sachs helped resolve the Ford Foundation’s voting-rights problem.

F $50BGS $268B

Net Interest Jun 5

Lawrence Hamtil: The Farmer Mentality, Software's Cycle, and Investing with Irreplaceable Capital

Lawrence Hamtil discusses the farmer mentality, software’s cycle and investing with irreplaceable capital.

FERG $48BSPOT $129B

Flyover Stocks Jun 5

Sea Limited and Mercado Libre Q1'26: Reinvestment Justified? A Zero Sum Game in Brazil?

Sea and Mercado Libre defend Brazilian e-commerce share with logistics, cross-border trade, VIP programs and financial services, accepting…

SE $48BMELI $77B

Sleep Well Investments Jun 5

Infineon Technologies (IFX GY): Power Overwhelming

Infineon’s power semiconductors stand to benefit from AI data centers shifting to 800VDC power delivery, though its sharp rerating to…

IFNNY $73B

Bristlemoon Capital Jun 4 1 click

Under The Hood, Universal Health Services - $UHS

Universal Health Services faces a $432 million–$480 million annual Medicaid supplemental-payment hit by 2032, offset by behavioral-health…

UHS $11B

Bearhold Research Jun 4 2 clicks

Too Many Cooks Spoil The Pot

Baron’s BARAX and BGAFX hold SpaceX at a $1.25 trillion valuation, creating a potential NAV uplift if its IPO prices higher.

SPCX $1.8T

Cluseau Research Jun 3 6 clicks

What's going on with Marvell?

Marvell's Structera CXL cards make surplus DDR4 usable in memory pools, with dense SRAM IP helping mask latency amid DRAM shortages.

MRVL $117B

Irrational Analysis Jun 2

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Tuesday, November 10, 2026

Raging Capital Ventures on X

Raging Capital Ventures on X

Raging Capital Ventures on X

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Myles on X

Myles on X

Barbarian Capital on X

DOMO Capital Management, LLC on X

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