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
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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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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…
WK · long Workiva INC
Workiva, an enterprise software platform, trades at a reasonable valuation as it approaches its first profitable period since its 2008…
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Sectors
Ordered by how often our editor reaches for them.
