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.
Tuesday, November 10, 2026
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From X
Myles on X
Long some $RSP calls. Breadth is completely washed out and implied vol seems cheap. Seasonality is favourable, feels like an attractive place to be long, and cheap on the options side.
@negligible_cap Negligible Capital on X
$META has gained about $212B in market cap today, currently up over 12% For perspective, META's market cap has increased by about 22x the market value of $SNAP. Wild moves
Chris Camillo on X
@piques15 so many ways to win. we all good. my conviction in $META arrived at 2:30pm ET Friday, grew through the weekend, and resulted in my 2nd most profitable single-day trade in 20 years.
Chris Camillo on X
@masayoshisson would u rather be right in your head or win the trade? $META
Asif Suria on X
@aurelius28 @Investor_NICK_ Long $LLY. Was doing work on $HELP but it ran up a lot after the AtaiBeckley acquisition. We wrote about it recently after some insider purchases:
JabroniCoin.USD on X
Weird $HPQ 8-K dropped on assuming MSD PC unit declines in 2027
John_Hempton on X
@Wayne_Chien1 @AMCOracle It is one of 500 plus shorts. I am having a good day today. $AMC is however a loser for me
A Capital on X
@RitzerAdam @valuedontlie $KBR stupid cheap
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.5BSN $32B
- Forager Funds Management October 2026 TUA $576M
- Rathbones October 2026 SBGSF $158BSIEGY $235B
- FCL Capital October 2026 ANPDF $28BASML $589B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- Auxier Asset Management Third Quarter 2026 META $1.6TAMZN $2.9T
- Platinum Asset Management — International Fund September 2026 quarter CRH $64BMSFT $3.9T
- Bristol Gate Capital Partners 3rd Quarter 2026 CVE $50BELFTY $7.6B
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Rocket Lab (NASDAQ: RKLB) Stock Rating: Stop After Q3 FY12/26 Earnings
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Vir Biotechnology’s hepatitis delta therapy posted 44% primary endpoint success in Phase 3, alongside a new Gilead partnership and $991.3…
Cypriot Invests 1 click
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…
The 10-Q Fills In the Buyback
Empire State Realty Trust bought $86.1 million of stock through November 6, while corrected sum-of-the-parts values range from $9.12 to…
Celestica: Why I See The Recent Crash As A Bullish Opportunity
Celestica trades at 9.6 times projected 2027 adjusted EPS after an 83% Q3 revenue gain, while lower free cash flow guidance reflects growth…
Ryan Canady 2 clicks
Monte Investments Market Brief Vol. CXXXV
Quanta Services’ backlog rose 63% year over year to $64 billion as shares fell 30%, while AI power and data-center construction demand…
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SpaceX’s $24 billion Starbase power plant, Microsoft’s Oracle capacity cuts, Riot’s $72 billion AI lease and Quanta’s sell-off frame…
Is Cars.com a Buy on the Basis of Owner Earnings?
Cars.com is assessed through Buffett-style owner earnings, focusing on cash retained after maintenance capital spending rather than GAAP…
Nebius Earnings Preview: Has The Contracts, But Still Too Expensive Even After A 57% Decline
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Lee Bailey 1 click
AUTLF · long Austal Limited
Austal is a naval and commercial shipbuilder operating in the U.S., Australia and Asia.
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Sectors
Ordered by how often our editor reaches for them.
