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
$DAKT Est $50-70M revenue project. 4 jumbotrons, 5 ribbons + software contract for 2 stadiums.
catechwilliams on X
$OXM Very strong holiday selling season based on credit card data & other trackers for core Tommy Bahama and Lilly Pulitzer brands w very minimal promotion or discounts vs modest consensus growth expectations. Stock at 9x EPS, will be providing prelim numbers at ICR in 2 weeks.
Idea Brunch on X
Brian Bellinger is one of the best small-cap investors you've never heard of. His Idea Brunch pick from 2021 has more than tripled and his new interview is one of our favorites Read the full interview with Idea Pitches below $JAKK $INSP
catechwilliams on X
$DAKT Just announced a substantial new project win. Estimated to be $25M in revenue to Daktronics. Yankees, Dodgers, Cubs are among those exploring potential upgrades for next season, all of which are exisiting customers.
catechwilliams on X
$DAKT Another strong result: sales grew 6%, $0.27 EPS (ex non-cash convert expense) brings LTM to nearly $1.40 or 8x EPS. Don't see a lot of growing, industry leaders w strong FCF profiles at that multiple. No banks cover it, that will change soon. CFO at 2 conferences this week.
Idea Brunch on X
New Idea Brunch interview with Wyatt Sparks of Sea Meadow Capital We discuss a ton of his ideas including $AROC, $AESI, $EQC, $ELME, $WY, and more Read on:
catechwilliams on X
$DAKT Perhaps the most attractive long I’ve seen in years. Dominant \position in a category growing >20%. Major business overhaul taking hold after years of underperformance. Stock trades at 7x EPS/ 13% FCF yield due to low awareness of these structural improvements (see below)..
Derek Pilecki on X
Attended the Piper Sandler bank conference today. Met with $NBN, $UNTY, $WBS, $CNOB and others. Huge disparity between where market is pricing the stocks and what mgmt teams are saying about credit.
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
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…
Signs of the times: Quantum Corp. surges, Quantum Computing slumps again
Quantum Corp. surged while Quantum Computing slumped again after their Tuesday reports.
Seed Corn
Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…
Improvements Are Still Evident At C&F Financial Corporation
Crimson And Gold Research 3 clicks
Post Q3 EVC Update
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
Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…
Entravision Q3 Update
Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…
GREAT DEC-TECTIVE WORK
Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…
This Week in Special Situations: Lear, AutoNation, NexPoint, AudioCodes, Xponential Fitness
AutoNation, Lear, NexPoint, AudioCodes and Xponential Fitness lead a 52-situation screen spanning buybacks, insider purchases, M&A and…
48 Top Stock Pitches (26th-1st November) [NO PAYWALL] 🖨️
Capital Employed rounds up 48 stock pitches, led by Greystone’s $14.50 target for organ-transplant logistics firm Strata Critical Medical,…
NGVC · long Natural Grocers Vitamin Ctge
Natural Grocers (NGVC) returned to $27.80 after a prior long entry at $21 and exit recommendation at $46.
Verra veerer
Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…
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
Build-A-Bear’s lease overhaul, off-mall expansion and partner-led wholesale growth reshaped a debt-free retailer with $80 million EBITDA,…
This Week in Special Situations: Mattel, Winnebago, PayPal
Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.
Daktronics (DAKT): Dominant Leader | Deep Dive
Daktronics, the leader in U.S. sports video boards, targets 10-12% EBIT margins after shifting production to China and Mexico and exiting…
Build-A-Bear Workshop: The Price Assumes Its Worst Quarter Lasts Forever
Build-A-Bear Workshop’s failed pre-made toy line compressed margins, but resilient children’s sales support a $39.39 fair value estimate…
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
Kingstone Company is replacing quota-share cessions with catastrophe reinsurance, lifting quarterly EBIT margin to 29% from a 24% sector…
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Deep Sail Capital
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DOMO Capital Management, LLC
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Fierce_beast
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- Vulcan Value Partners
- Warden Capital
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- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
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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.
