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
Back to the front page 
From X
Fajasy on X
@WillBiddy_ Does it say to buy $meta
John_Hempton on X
So glad to see $AMC up so much. Apes are buying. They deserve it.
Prepared Remarks on X
$orcl
Lee Roach on X
Peabody $BTU is looking pretty good here imo. I’m sure they will screw up Centurion and will fall post earnings but it’s cheap here with irreplaceable assets and no net debt.
Deep Sail Capital on X
This is a “just sell shitcos everyday” no matter the technicals kind of market. $QBTS $OKLO $DJT $RGTI
Deep Sail Capital on X
This is wild. $QURE down on the FDA’s BLA acceptance.
Asif Suria on X
@FastTradeKing Exactly! Given the size of the deal, it was likely to be mostly stock if not all stock. Hopefully this deal isn't remembered as Marvell top ticking this bubble. $MRVL $LITE
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Forager Funds Management October 2026 TUA $525M
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BASML $575B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- Marram Investment Management 2026 3rd Quarter CSGP $13BPAY $4.2B
- 13D Activist Fund third quarter of 2026 KNF $3.5BMFP $1.9B
- Horizon Kinetics 3rd Quarter 2026 TPL $19BLB $5.1B
Vir Biotechnology: Fairly Valued After Phase 3 Success?
Vir Biotechnology’s hepatitis delta therapy posted 44% primary endpoint success in Phase 3, alongside a new Gilead partnership and $991.3…
Cypriot Invests 
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 
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…
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…
Nebius Earnings Preview: Has The Contracts, But Still Too Expensive Even After A 57% Decline
Nebius Group's Microsoft and Meta contracts improve revenue visibility, but high capex, dilution and hardware replacement risk leave NBIS…
Lee Bailey 1 click
Big Short Investor Explains How the AI Bubble Could Burst
Steve Eisman argues the AI boom rests on a handful of companies and hundreds of billions in infrastructure spending, risking recession and…
Insider activity October 2026
Asian insider buying reached $2.9 billion in October, the highest since 2018, with South Korea and Thailand leading.
The Trade Desk (NASDAQ: TTD) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
The Trade Desk beat Q3 guidance with $736 million in revenue and $266 million EBITDA, but revenue fell 0.5% and Q4 guidance implies an 11%…
AUTLF · long Austal Limited
Austal is a naval and commercial shipbuilder operating in the U.S., Australia and Asia.
Signs of the times: Quantum Corp. surges, Quantum Computing slumps again
Quantum Corp. surged while Quantum Computing slumped again after their Tuesday reports.
The Jensen Huang Story Gets Worse, Washington vs. New York, Silicon Valley
Jensen Huang faces governance risk that outweighs national-security concerns, pitting Washington, New York and Silicon Valley interests…
Amplitude (NASDAQ: AMPL) Stock Rating: Distribute After Q3 FY12/26 Earnings (No Paywall)
Amplitude beat Q3 guidance with $110.6 million revenue, up 24.9%, and raised full-year outlook, but slowing RPO growth, lower gross margin…
Anthropic vs Meta: Room to Be Wrong
Anthropic and Meta carry $1.5 trillion valuations on distinct AI bets: Meta directs roughly 60% of capex to MSL, while Anthropic shifts…
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.
Seed Corn
Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…
STRL: 80 new electricians a week
Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…
One Regulator Could Soon Unlock Altria And Cronos' Cannabis Fortune
Adult-use cannabis rescheduling would open Altria’s 42% Cronos stake to a U.S. market rerating.
Aseity Research 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.
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Ordered by how often our editor reaches for them.
