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 29h ago 2 clicks

16h ago SE $48B

Sea Ltd Earnings Update: Q3 2026

SixSigmaCapital: Navigating the Financial Markets 4 clicks

17h ago CRWV $27B

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

Cestrian Capital Research 3 clicks

From X

@RagingVentures 14h ago 1 click

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 14h 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 14h 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 15h 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

@pennycheck 16h ago

⚽️📡 on X

@CKCapitalxx $RGTZ

@finphysnerd 17h ago 1 click

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 17h 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 17h ago

Barbarian Capital on X

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

Seritage Growth Properties: Final Stages of Liquidation

SRG $95M

Clark Street Value 21h ago 3 clicks

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 18h 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 18h 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 22h 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 22h 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 23h 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 25h 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 25h 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 26h 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 27h ago 2 clicks

ZTS · long

Zoetis INC

Zoetis, the animal prescription-medicines company, is presented as a long investment despite concerns around its 2026 and 2027 outlook.

ZTS $37B

Value Investors Club May 8 3 clicks

CYD and H22 Results First Take:

CYD’s FY24 earnings miss reflected ¥200m of one-offs; adjusted net income reached roughly ¥430m and operating cash flow rose 40%.

CYD $807M

Maius Partners Feb 27 2 clicks

Hayden Capital - Quarterly Letter (2024 Q4)

Hayden Capital returned 19.4% in Q4 and 14.1% annualized since inception, driven by Sea’s Southeast Asian ecommerce position and AppLovin’s…

SE $48BAPP $118B

Hayden Capital Feb 26

Berkshire Hathaway’s 2024 Annual Report

Berkshire Hathaway ended 2024 with $318 billion in adjusted cash and $47.4 billion of operating earnings, driven by insurance underwriting…

BRK.A $1.3T

The Rational Walk Feb 26

Insureco w/ Potential Strat Alts Announcement Soon + 100% Upside on Buyout ($TIPT)

Tiptree ($TIPT) is positioned around a potential Fortegra sale announcement; Fortegra generates substantially all revenue.

TIPT $644M

Multibagger Monitor Feb 25 7 clicks

Portfolio Updates

CYD was sold near $21 versus an $11 entry after exceeding a $19.50 target; proceeds moved to H22.SI, whose CYD stake implies $1.30 NAV and…

CYD $807M

Maius Partners Feb 24 4 clicks

[P] TENB: Tenable Governance

Tenable faces CEO succession under difficult circumstances, putting its governance and leadership transition in focus.

TENB $4.4B

Nongaap Investing Feb 24

[P] SPHR: Sphere-Priced Incentives

Sphere Entertainment’s incentives are priced around Sphere.

SPHR $4.3B

Nongaap Investing Feb 23 1 click

Berkshire Hathaway’s Culture in 2050

Berkshire Hathaway’s succession plan puts Greg Abel in charge while Buffett’s shares convert to Class B and fund philanthropy, ending…

BRK.A $1.3T

The Rational Walk Feb 21

[P] VYX: Checking Out in 2025? (Part 4)

VYX appointed Executive Chair James Kelly as CEO.

VYX $1.4B

Nongaap Investing Feb 20

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Tuesday, November 10, 2026

Raging Capital Ventures on X

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