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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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.
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.
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
⚽️📡 on X
@CKCapitalxx $RGTZ
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).
Barbarian Capital on X
Toyota Plans to Sell a Kei Pickup Truck in the U.S. $TM
Investor Letters
All letters- 1851 Capital October 2026
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6BSN $31B
- Forager Funds Management October 2026 OFX $70MPLT $95M
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 453950 ANPDF $28B
- Brummer & Partners October 2026
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- QuantStreet Capital October 2026
Seritage Growth Properties: Final Stages of Liquidation
Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update
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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…
Airbnb 3Q26: Business Update
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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…
Airbnb 3Q26 Business Update: “Growth Mode”
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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…
Mandela Amoussou 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…
Research update
S&P Global research will assess Platts, Kensho and ratings growth; Benefit Systems’ 72% YTD rally changed its valuation, while Netflix and…
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 $440 million…
ABCP · long Ambase CORP
Ambase Corp.'s November 30, 2026 consolidated bench trial is the key catalyst for its litigation stub after the nearly sold-out 111 West…
Dave & Buster’s Entertainment ($PLAY) Management Sees Potentially $1B+ in Incremental EBITDA in 2025, Will Investors? One Hour Analysis
Dave & Buster’s targets $1 billion-plus of incremental EBITDA by 2025 through marketing, food-and-beverage attachment and game pricing,…
Essex Biotechnology (1061 HK) - Core products fund investment portfolio
Essex Biotechnology trades at 8 times earnings despite patented Chinese biologics, near-60% niche market share and a portfolio built with…
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