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
Barbarian Capital on X
Western Union Scraps $500 Million International Money Express Takeover $WU $IMXI
junkbondinvestor on X
$FRMI converts getting absolutely smoked... 10pts down since the election. Currently 20%+ YTM.
Calvin Blissett on X
$ZIM has been a position of mine for a few months now, quite boring in the best way. A good value investor hiding place in this market
Deep Sail Capital on X
$QNT: IPO Hangover
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
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
- Aristotle Funds third quarter of 2026 PRMRF $3.4B
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Another High-Premium, Multi-Billion-Dollar Canadian Oil Deal
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Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings
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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…
KHTRF · long Knight Therapeutics INC
Knight Therapeutics (GUD-T) is a long position built on confidence in founder Jonathan Goodman, following his earlier success with Paladin…
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- The London Company
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- Troy Asset Management
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- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
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- 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.
