Wednesday, November 11, 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 18h ago 2 clicks

7h ago LB $5.1B

Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update

310 Value’s Newsletter 1 click

11h ago JOBY $5.3B

Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings

Cestrian Capital Research 2 clicks

From X

@aleabitoreddit 2h ago

Serenity on X

@TimeToCompute Coreweave did say they’re getting 100% contract value prepayments, which is kind of insane. So that sends a positive message for the other Neoclouds like $NBIS and $IREN

@AsifSuria 2h ago

Asif Suria on X

Whoa! Western Union $WU decided to terminate the $IMXI deal despite the conditional approval that came in from California after hours on Tuesday

@AsifSuria 2h ago

Asif Suria on X

@compound248 @jbmp51 Looks like $WU decided to terminate the deal. Crazy stuff.

@P_Remarks 4h 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

@finphysnerd 6h ago

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 6h 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.

@DOMOCAPITAL 6h ago

DOMO Capital Management, LLC on X

@gr8t4ver @ArbLens Probably closed tonight or signed a short 5 day extension. California would not have approved unless $WU signed-off on whatever the conditions were. No chance they walk or renegotiate. $IMXI might not even trade tomorrow.

@AsifSuria 6h ago

Asif Suria on X

@jbmp51 Looks like California provided conditional approval (the conditions don't look too onerous to me). Not it is up to $WU to make it happen if they still want $IMXI

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 14h ago 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…

GLIBA $1.1BXPEL $1.1B

Hidden Gems Investing 16h ago 2 clicks

Vir Biotechnology: Fairly Valued After Phase 3 Success?

Vir Biotechnology’s hepatitis delta therapy posted 44% primary endpoint success in Phase 3, alongside a new Gilead partnership and $991.3…

VIR $2.3B

Cypriot Invests 18h ago 1 click

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…

AN $5.9B

Cannibal Stocks 19h ago 2 clicks

The 10-Q Fills In the Buyback

Empire State Realty Trust bought $86.1 million of stock through November 6, while corrected sum-of-the-parts values range from $9.12 to…

ESRT $1.3B

Orphan REITs 19h ago 2 clicks

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…

TPC $4.3BRIOT $6.6B

Monte Independent Investment Research 20h ago 2 clicks

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…

RIOT $6.6B

Monte Independent Investment Research 20h ago 3 clicks

Is Cars.com a Buy on the Basis of Owner Earnings?

Cars.com is assessed through Buffett-style owner earnings, focusing on cash retained after maintenance capital spending rather than GAAP…

CARS $701MRNG $6B

The Owner's Memo 20h ago 1 click

Ichor Holdings: At 17x P/E, It's The Cheapest It Will Ever Be

Ichor Holdings fell from $59 to $31 despite unchanged fundamentals, with a $104 target based on 2027 EPS of $2.98 and a 35x forward P/E.

ICHR $1.3B

The Curious Analyst 23h ago

The Trade Desk (NASDAQ: TTD) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

The Trade Desk beat Q3 guidance with $736 million in revenue and $266 million EBITDA, but revenue fell 0.5% and Q4 guidance implies an 11%…

TTD $7.3B

Cestrian Capital Research 32h ago 2 clicks

PRIM · long

Primoris Services CORP

Primoris Services, a $5 billion EPC contractor, has fallen about 60% from its peak.

PRIM $3.7B

Value Investors Club Aug 4

Build-A-Bear: A Narrower Path

Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.

BBW $371M

TSOH Investment Research Oct 19 18 clicks

FLO 2026-10-19

The Monday Morning Briefing: Meta, Tesla, Netflix, P&G on Deck

Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…

FLO $1.4B

Latticework by MOI Global Oct 19 36 clicks

LendingTree (NASDAQ: $TREE) – A Cyclical Comeback Story Priced as if the Cycle Never Turns

LendingTree derives roughly two-thirds of revenue from insurance and trades near 4 times expected adjusted earnings despite record revenue,…

TREE $520M

Substack von Philipp Oct 19 11 clicks

Our Q3 2026 Update: Our Companies (OXY, RIG, VAL)

Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.

RIG $5.8BVAL $5.5B

Open Insights Oct 19 16 clicks

Undercovered Dozen: Hess Midstream, Iovance Biotherapeutics, Netlist, And More

Hess Midstream, Iovance Biotherapeutics, Netlist and nine other lesser-covered stocks make this week’s Undercovered Dozen.

HESM $6.3BIOVA $3.8B

The Undercovered Dozen Oct 18 16 clicks

Semtech Analyst Day Review

Semtech raised Q3 guidance and targets $3.2 billion of fiscal 2030 revenue, excluding upside from its AI data-center optical and copper…

SMTC $8.5B

CV's Substack Oct 17 14 clicks

DigitalOcean CEO: ‘We are not going to be extraordinarily leveraged like some others’

DigitalOcean’s CEO says the cloud company will not take on extraordinary leverage to fund its AI push.

DOCN $8.6B

The Technology Letter Oct 17 27 clicks

TSOH Weekly Roundup (10/16/2026)

Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.

BMBL $928M

TSOH Investment Research Oct 16 12 clicks

Dorchester Minerals: Variable Royalty Income Without Enough Valuation Discount

Dorchester Minerals' 9.5% normalized yield and debt-free royalty model are offset by limited upside at $29.71, as extraordinary…

DMLP $1.4B

Atlas Diary Oct 16 3 clicks

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Wednesday, November 11, 2026

Serenity on X

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Asif Suria on X

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