Wednesday, November 11, 2026

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.

LSAK $309MGRPN $488M

Mispriced Assets 4h ago 2 clicks

5h ago WBI $1.4B

WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon

310 Value’s Newsletter 2 clicks

5h ago LUMN $4.5B

Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

Cestrian Capital Research 1 click

From X

@blondesnmoney 20m ago

Cluseau Investments on X

$MRX has some form of financial bipolar disorder. Up or down $4 regularly with zero news

@stockgutter 24m ago

SG on X

if you have any interest in $EVC (I'm long), Dylan is a must follow 👇

@stockgutter 45m ago

SG on X

Apparel is very strong, and I am involved on the long side in a lot of names like Jerash, PVH, VF Corp. But I'm fading this rise in recent IPO Reformation $REF. It seems faddish and trades more richly than peers. Starting a short call position in May27.

@ACapitalLP 2h ago

A Capital on X

@valuedontlie thoughts on $KBR price action?

@AsifSuria 2h ago

Asif Suria on X

Yup, $IMXI could try to get $WU to perform the way Tiffany's did with LVMH. With Tiffany's they settled out of court for a small price cut. With Elon and Twitter, the courts made him perform. I know some people think the courts might favor $IMXI but this feels different from the Tiffany's and Twitter situations.

@aleabitoreddit 3h ago

Serenity on X

Not always right on timing, but I'm pretty confident long term they'll play out. Just look at $AXTI, everyone thought it was a dead company last year and InP substrates were a commodity. -> Q4 2025 gross margins: 20.9% -> Q1 2026: 29.6% -> Q2 2026: 44.9% -> Q3 2026: 56.0% -> Q4 2026: 60%+ est. With legacy memory like $ESMT, I did guess earnings correctly, they made a whopping $331M+ net income relative to $1.9B MC But stock still dropped somehow... but eventually as time passes out I'm personally confident majority will play out directionally right.

@DOMOCAPITAL 4h ago

DOMO Capital Management, LLC on X

This is going to be very relevant for a position I'm about to write-up on Seeking Alpha.... Not $MNRO but definitely helps them too.... For another stock - this is a dream forecast.... especially with over 50% of the float sold short....

@TheBenSchmark 4h ago

JabroniCoin.USD on X

Goldman notes $ACMR’s strong guide, Chinese memory exposure, and increasing localization, driving revenues and earnings for the next few years. $140 PT on 31x ‘30 EPS discounted back. While I might not value it that way, who am I to argue?

TransMedics: 2027 Setting Up To Be A Pivotal Year

TransMedics targets multi-organ transplant growth through 2027 trials, OCS Kidney and European expansion after Q3 revenue rose 41% to $203…

TMDX $3.1B

Conviction Queue 7h ago

I Called the YB CFO. Here’s What I Learned.

Yuanbao’s CFO says China’s new online-insurance rules target abusive sales practices, while Beijing increasingly frames commercial health…

YB $476M

Calvin Blissett 7h ago 2 clicks

Village Farms Well Positioned For Entry Into Texas Cannabis Markets (Rating Upgrade)

Village Farms posted record quarterly cannabis revenue, driven by international sales and expanded capacity, while positioning for Texas…

VFF $358M

Alan Sumler 8h ago 1 click

Cat-Scratch Fervo

Fervo Energy raised $2 billion in its May IPO, then fell nearly 70% below issue price after a Morpheus short report, despite targeting 1 GW…

FRVO $2.3B

Doomberg 12h ago 4 clicks

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…

GFR $1.4B

Bison Insights 32h ago 2 clicks

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

LandBridge’s Q3 revenue rose 39%, while newly acquired pore space could lift pro forma EBITDA and cut its 2027 EV/EBITDA multiple from…

LB $5.1B

310 Value’s Newsletter 21h ago 1 click

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…

JOBY $5.3B

Cestrian Capital Research 25h ago 2 clicks

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 28h 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 30h ago 2 clicks

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 33h ago 3 clicks

SLS · short

Sellas Life Sciences Group I

SELLAS Life Sciences Group faces a short case arguing that even a strong clinical outcome does not support its current valuation.

SLS $1.7B

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Wednesday, November 11, 2026

Cluseau Investments on X

SG on X

SG on X

A Capital on X

Asif Suria on X

Serenity on X

DOMO Capital Management, LLC on X

JabroniCoin.USD on X

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