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 3h ago 1 click

4h 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

@stockgutter 16m 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.

@cfrischer1 1h ago

Charles Frischer on X

$KWY Interesting article about Kingsway attached. The key to the investment is the future growth rate. If they can grow EBITDA and cash flow by 15-20% per share, per year, we should do quite well.

@ACapitalLP 1h 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.

@calvinblissett 2h ago

Calvin Blissett on X

@Edi_the_don_ @dcblocher @NerdcapK @Jijdnf @eric7411 @aakashchhunchha @JLTazzy @KK_Investing @see_dog_cap @Cameron_Invest @asymetricbets Sorry Edi not watchable, next one on $CCLD will be, full transcript is above though

@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?