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
catechwilliams on X
$NX Just acquired peer Tyman. >3x leverage, never done a deal before, commodity business, customers all cutting numbers w deteriorating resi remodel activity ($AMWD yesterday, $MBC, $OC, $JELD). Stock is trading at close to 14x EPS. Seen this movie before. Earnings next week.
Brian McGough on X
Only ONE Firm has a 'Short' on $HELE today... Those $140 price targets are going to have to come down by well over $100...Just sayin...
Brian McGough on X
Congratulations to $HELE management for executing the worst timed stock repo I've ever seen. Buying $100mm in the quarter just shows how little they know about what's actually going on with their business. @HedgeyeRetailJM is this a ZERO?
Brian McGough on X
$HELE elevated on Short list last month, and delivered a killer Black Book outlining why you want to short the name everyone thinks is so damn cheap (which it's not) last week. Stock could still be cut in half from here -- even on a big down move today.
catechwilliams on X
$LYTS Very attractive acq of EMI following successful prior M&A blueprint--significant cross-selling op, cost reduction, expands product set which further solidifies dominant national position. Seeing +50% upside to shares from here.
Little Owl Research on X
@Tonyforever2003 @marketplunger1 This is exactly what came to my mind when reading this. I'm long $GPRK and $GTE for precisely this reason.
catechwilliams on X
$DAKT. Over the last 3 weeks have won several large upgrades—Colorado, UVa football stadiums. Each $15M projects to boost backlog and revenue >10% in the next quarter, further solidifying dominant market position.
Investor Letters
All letters- Lakehouse Capital Small Companies Fund October 2026 COGZF $399MFNCHF $506M
- Forager Funds Management October 2026 TUA $525M
- FCL Capital October 2026 RSGN $881M
- Ganes Capital September 2026 Quarter PWH $810M
- Bison Interests third quarter 2026 OILSF $949M
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $396MGRVY $462M
- Greystone Capital third quarter of 2026 KTYCF $473MSRTA $498M
- Sandon Capital — Activist Fund September 2026 KAR $762M
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Crimson And Gold Research 3 clicks
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EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout
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Entravision Q3 Update
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GREAT DEC-TECTIVE WORK
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Aura Biosciences: A Pivotal Trial Engineered With Room To Spare
Aura Biosciences expects pivotal Phase 3 bel-sar data in early choroidal melanoma in 2027, funded by $323.8 million of cash into the first…
Equity Eagle 
TSOH Weekly Roundup (10/30/2026)
Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.
Build-A-Bear (BBW) Part II: The Scion Capital Analyst Tempate and the All Map
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This Week in Special Situations: Mattel, Winnebago, PayPal
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Daktronics (DAKT): Dominant Leader | Deep Dive
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Build-A-Bear Workshop: The Price Assumes Its Worst Quarter Lasts Forever
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Rafa F. Oliver, CFA 4 clicks
How to Read a 10-K Like a Short Seller
A four-layer 10-K framework tests revenue timing, receivables, reserves and depreciation against cash flow, using Hertz’s 2012-14…
Kingstone Company: Reduction In Reinsurance Will Improve Margins
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Sectors
Ordered by how often our editor reaches for them.
