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
Chris Camillo on X
who’s gonna send a honeypot after me just to find out $AMZN is my #1 position
Deep Sail Capital on X
Shouldn’t $AMD be up like 30% on the $NVDA news from yesterday. Every hyperscaler just got the excuse to dual-source they've been waiting for.
Todd Wenning on X
New post for Flyover Stocks covering capital cycle pinch points, the $NVDA news and governance, as well as a link to my recent podcast appearance on Value After Hours with @Greenbackd and @farnamjake1.
Deep Sail Capital on X
Shouldn’t $AMD be up like 30% on the $NVDA news from Every hyperscaler just got the excuse to dual-source they've been waiting for.
Lee Roach on X
88 days ago I said the $11.25 bid for $DDI’s minority was running out of runway because the company’s own cash per ADS was about to match it. Today the controller signed at $16.25. $12.21 to $15.70. +28.6%. Sometimes the whole thesis fits on a balance sheet.
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Forager Funds Management October 2026 OFX $70MPLT $96M
- 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
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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…
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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
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IBIT · long Ishares Bitcoin Trust Etf
IShares Bitcoin Trust ETF (IBIT) is presented as a high-conviction Bitcoin position with attractive risk-reward.
Monte Investments Market Brief Vol. CXXVIII
Firefly Aerospace grew backlog to $1.5 billion, won two 2028 lunar missions and acquired Space-ng for autonomous navigation across its Blue…
Cellebrite (CLBT) Management Meeting: The Road Ahead
Cellebrite converts more than 110% of EBITDA into free cash flow and trades at 12.5 times free cash flow, with management targeting 15% or…
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Reddit's Valuation Is A Compelling Opportunity: Upgrading To Strong Buy
Reddit’s subreddit-driven communities support targeted advertising, and its 0.3 PEG ratio makes RDDT undervalued, according to the upgrade…
Fountainhead 3 clicks
Emeth Value Capital’s Andrew Carreon on Shift4 ($FOUR)
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McDonald's Stock Selloff Is Hiding An Even Better Setup
McDonald’s trades at $248 versus a $309.29 intrinsic-value estimate as its U.S.
Future Stack Investment 3 clicks
Credo Technology: New Position in My Private Portfolio
Credo Technology was added at $170.54 after a 40% selloff, backed by its high-speed AECs and optical connectivity for AI data centers.
GameStop Is Extreme Deep Value
GameStop's collectibles mix rose to 45% of sales as gross margin reached 44%, supporting a deep-value case built on cash and store…
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Tempus AI’s Q2 oncology testing volumes rose 31%, while data and applications revenue grew 28% as its clinical data flywheel expands.
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