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 19h ago 2 clicks

8h ago LB $5.1B

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

310 Value’s Newsletter 1 click

12h ago JOBY $5.3B

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

Cestrian Capital Research 2 clicks

From X

@aleabitoreddit 3h 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 3h 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 3h ago

Asif Suria on X

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

@P_Remarks 5h 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 7h 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 7h 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 7h 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 7h 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 15h 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 17h 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 19h 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 20h 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 20h 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 21h 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 21h 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 21h 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 24h 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 33h ago 2 clicks

OC · long

Owens Corning

Owens Corning generates 43% of sales from roofing, 36% from insulation and 21% from doors, with residential North America driving most…

OC $9.4B

Value Investors Club Jul 29

Brazil could be the Q4 Macro Play – My stock ideas: $NU, $INTR, $PICS and maybe $STNE, $PAGS, $DLO and $MELI

Brazilian fintechs NU, INTR and PICS stand to benefit from a Bolsonaro-led runoff surprise that lowers fiscal risk premiums, rates and the…

INTR $1.8BPICS $913M

Substack von Philipp Oct 5 6 clicks

Alliance Resource Partners: A ~10% Yield Backed By Contracted Coal And Growing Royalties

Alliance Resource Partners has 2026 coal sales fully contracted and is expanding oil and gas royalties through AllDale, supporting its 9.8%…

ARLP $3.2B

Timur Mekhantev Oct 5 4 clicks

Did Group 1 Overpay for Hennessy? The Seller’s Own Banker Says It Was a Record.

Group 1 paid $1 billion of goodwill for Hennessy’s 10 dealerships, a record $100 million per store, financed largely with $1.25 billion of…

GPI $3.2B

Cannibal Stocks Oct 4 4 clicks

Howard Hughes: Still Attractive Despite Risks Of Rapid Transition

Howard Hughes plans to raise nearly $4 billion by selling real estate assets and condos, accelerating Vantage’s insurance expansion while…

HHH $5B

Gary Gambino Oct 3 3 clicks

EXCLUSIVE: Lennar’s Big New Customer Is Its Own Spinoff, Millrose

Lennar is selling homes to former spinoff Millrose, whose revenue largely comes from Lennar and whose largest voting shareholder is…

MRP $4.4B

Hunterbrook Oct 2 2 clicks

Rocket Lab (NASDAQ: RKLB) Stock Rating: Accumulate After Q2 FY12/26 Earnings

Rocket Lab reported Q2 revenue up 62% to $234.1 million and backlog up 137% to $2.36 billion, while operating losses and cash burn…

IRDM $4.9B

Cestrian Capital Research Oct 2

Research & Analysis | AAR Corp. (NYSE: AIR): MRO Holdings Reshapes the Margin Profile

AAR’s $1.8 billion acquisition of a 65% stake in MRO Holdings adds widebody aircraft maintenance and targets a 19% to 20% EBITDA margin by…

AIR $4.4B

Monte Independent Investment Research Oct 2 4 clicks

The Trade Desk (NASDAQ: TTD) Stock Rating: Do Nothing After Q2 FY12/26 Earnings

The Trade Desk's Q2 revenue grew 3% to $715 million as Q3 guidance called for a year-over-year decline; TTD has fallen over 90% from its…

TTD $7.3B

Cestrian Capital Research Oct 2 3 clicks

Belden Inc.: The Ruckus Debt Looks Scarier Than The Math

Belden targets net leverage of 2.9x by 2027 from 3.9x, using RUCKUS's 65%+ gross margins and free cash flow to reduce debt.

BDC $3.8B

Lee Bailey Oct 2

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Wednesday, November 11, 2026

Serenity on X

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