Quick note on LSAK and GRPN
Lesaka expects its Bank Zero acquisition to close by end-January 2027, though it could still close this calendar year.
Wednesday, November 11, 2026
Back to the front page 
From X
Calvin Blissett on X
Munger misses things, Malone is worth learning from and anyone would’ve been lucky to hitch their wagon along to the TCI ride. He also missed $CACC. He did call Valeant though using the same framework. He’s been much more right than wrong which is what matters
SG on X
record pawn loans...an early sign of financial distress for lower-income Americans? $EZPW
Cluseau Investments on X
$MRX has some form of financial bipolar disorder. Up or down $4 regularly with zero news
SG on X
if you have any interest in $EVC (I'm long), Dylan is a must follow 👇
A Capital on X
@valuedontlie thoughts on $KBR price action?
Investor Letters
All letters- Minotaur Capital October 2026 CROX $7BHUT $6.6B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $399MFNCHF $506M
- Lakehouse Capital Global Growth Fund October 2026 SNSNF $1.8B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6B
- Forager Funds Management October 2026 TUA $525M
- FCL Capital October 2026 INTR $1.8BRSGN $881M
- Protean Funds October 2026 AAK $4.8BVIMGF $2.3B
- Tweedy, Browne Q3 2026 ACI $6BAPTV $8.1B
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Village Farms Well Positioned For Entry Into Texas Cannabis Markets (Rating Upgrade)
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Alan Sumler 1 click
Cat-Scratch Fervo
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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…
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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…
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
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…
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…
USO · short United States Oil Fund Lp
United States Oil Fund faces a short case tied to a long-Brent, short-WTI trade as Strait of Hormuz closure risk disrupts oil markets.
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Seeking Alpha 83 of 283
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Mike Zaccardi, CFA, CMT
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A Capital
absreturnchaser
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Broken Moats
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Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
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Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
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junkbondinvestor
kab60
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Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
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marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
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Myles
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Negligible Capital
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SG
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Undiscovered Compounders
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Investor letters we follow
- 1 Main Capital
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- Donville Kent Asset Management Inc.
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- Invesco — Discovery Fund
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- Ironvine Capital Partners
- Ithaka Group — US Growth Strategy
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- Kathmandu Capital
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- LVS Advisory
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- Latitude Investment Management
- Laughing Water Capital
- Lazard Asset Management
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- Lindsell Train Limited
- Long Cast Advisers
- Loomis Sayles — Global Growth Fund
- Lyrical Asset Management
- MJG Capital
- Madison Investments — Small Cap Fund
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- Manole Capital Management
- Mar Vista Investment Partners
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- Markel Group
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- Matthews Asia
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- Meridian Growth Fund
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- Munro Partners
- Myrmikan Capital, LLC
- NS Partners
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- Newport Capital Group
- Next Century Growth Investors
- Night Watch Investment Management
- Nightview Capital
- Nixon Capital
- Nomura Asset Management — Large Cap Growth Fund
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- Oldfield Partners
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- Optimist Fund
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- Overseas Asset Management Asian Recovery Fund
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- Packer & Co
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- Patient Capital Management
- Peak Asset Management
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- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Penn Davis McFarland
- Pershing Square Holdings
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- Platinum Asset Management — International Fund
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- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
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- Private Capital Management
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- Protean Funds
- Pzena Investment Management
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- Quercus Fund
- RD Capital Partners
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- RF Capital Management
- RGA Investment Advisors
- ROCKLINC Investment Partners
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- Renaissance Investment Management — Large Cap Growth
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- RiverPark Funds
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- Rowan Street Capital
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- Rozendal Partners
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- SaltLight Capital
- Sandon Capital — Activist Fund
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- Sawgrass Asset Management
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- Sequoia Fund
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- Sharp Capital
- Shelton Capital Management
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- Skybound Wealth Management
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- Social Capital
- Sorfis Investments
- Sound Shore Management
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- SouthernSun Asset Management
- Sparrow Wealth Management
- Spheria — Global Smaller Companies Fund
- Spyglass Capital Management
- Starvine Capital
- Staude Capital — Global Value Fund
- Stenham Asset Management
- Stewart Asset Management
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- Stone Ridge Asset Management
- Stone Sentinel Capital
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- Summers Value Partners
- Sustainable Growth Advisers
- Symmetry Invest
- TEAM Asset Management
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- Tall Oak Capital Advisors
- Tapasya Investment
- The London Company
- Third Avenue Management
- Third Point
- TimesSquare Capital Management
- Touchstone — Balanced Fund
- Troy Asset Management
- Tweedy, Browne
- Unconventional Value
- Upslope Capital Management
- VH Standard Asset Management
- Value Line Funds
- Victory Capital — Sycamore Mid Cap Value Equity
- Vision Capital Fund
- Vltava Fund
- Voss Capital
- Voya Investment Management — MI Dynamic Small Cap Fund
- Vulcan Value Partners
- Warden Capital
- Wasatch Global Investors — Micro Cap Fund
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- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
