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 21h ago 2 clicks

8h ago SE $48B

Sea Ltd Earnings Update: Q3 2026

SixSigmaCapital: Navigating the Financial Markets 4 clicks

9h ago CRWV $27B

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

Cestrian Capital Research 3 clicks

From X

@RagingVentures 6h 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 6h 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 6h 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 6h 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 8h 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 8h 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 9h ago

Barbarian Capital on X

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

@DOMOCAPITAL 9h 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 10h 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 10h 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 14h 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 14h 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 14h 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 17h 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 17h 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 18h 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 19h 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 20h ago 2 clicks

OTIS · long

Otis Worldwide CORP

Otis Worldwide's largest global elevator installed base generates 95% recurring revenue, with service margins above 90% supporting a…

OTIS $30B

Value Investors Club May 8 2 clicks

Software Continued

Microsoft, SAP, Oracle, Adobe and Intuit generate 90.2% of listed IT software net income, with 32.8% EBIT margins.

MSFT $4TADBE $93B

Global Outperformers Apr 21

Linking RCM Technologies to a Multibillion-Dollar Hyperscale Buildout

RCM Technologies is providing engineering services to Cipher Digital, whose 3.4 GW contracted and pipeline capacity implies more than $20…

CIFR $3B

Byron Street Research Apr 20

The $FTAI Report Cost Me a Fortune. The $APP Report Taught Me a Lesson

A custom AI agent monitors Muddy Waters reports, calls investors with target tickers, and pairs fast alerts with filing-based checks of…

FTAI $17BAPP $118B

Singularity Research Apr 17 2 clicks

Our Q1 2026 Letter & Look Ahead: Oil, Iran, OXY & PTON

Open Square Capital’s Q1 2026 letter discusses the oil market, Iran, Occidental Petroleum and Peloton.

OXY $57BPTON $2.5B

Open Insights Apr 17

Defying the Surveys

PNC CEO Bill Demchak says consumer spending, savings, activity and loan growth contradict record-low University of Michigan consumer…

PNC $90B

Net Interest Apr 17

Under The Hood, Pool Corporation - $POOL

Pool Corporation controls roughly 40% of US pool-product distribution, with maintenance representing 64% of sales as new-pool construction…

POOL $7.7B

Bearhold Research Apr 17 2 clicks

Forgive me Father, I have Sabled.

Sable Offshore restarted Santa Ynez oil flows under a Defense Production Act order, targeting 50,000 barrels daily and a path to 60,000…

SOC $349M

Triple S Special Situations Investing Apr 16 3 clicks

Microsoft Corporation

Microsoft’s investment case rests on Azure, Copilot and enterprise workflow control as AI raises capital intensity, pressures software…

MSFT $4T

Global Outperformers Apr 16

Hilton Grand Vacations ($HGV): 17 Years of Inventory on Hand That No One Is Questioning

Hilton Grand Vacations faces scrutiny over 17 years of inventory on hand, with the thesis calling for a short position.

HGV $3.4B

Shallow Dives Apr 15

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Tuesday, November 10, 2026

Raging Capital Ventures on X

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