Wednesday, November 11, 2026

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 and create statewide fiber redundancy.

PLOW $850M

Hidden Gems Investing 22h ago 2 clicks

26h ago CARS $701M

Is Cars.com a Buy on the Basis of Owner Earnings?

The Owner's Memo 1 click

38h ago QMCO $661M

Signs of the times: Quantum Corp. surges, Quantum Computing slumps again

The Technology Letter 3 clicks

From X

@leevalueroach 1h ago

Lee Roach on X

I built a tool last night that scrapes ammo and gun prices across hundreds of different websites. I am seeing 9mm ammo prices up 47% y/y and .22 LR up 50% y/y. Gun market is still soft but the ammo market is tightening pretty fast and guns will likely follow. With dems sweeping I think demand for ammo and guns will continue to outpace supply. $RGR looking good here with Beretta taking massive position. I like $SWBI here too. If Olin wasn't going through that merger with Huntsman I would probably drop my nuts on the table here with their ammo division but I hate big mergers.

@stockgutter 1h ago

SG on X

update: $IMXI to fight termination

@convequity 2h ago

Convequity on X

Why AI's next optical winners may come from headlights, displays and LiDAR 🔍 Scarce, high-power lasers are hitting limits. Lighting, display and LiDAR makers are adapting their tech for cheaper AI links. $AMS $HIMX $AEVA $MVIS $QUBT $VECO

@stockgutter 2h ago

SG on X

$WU $IMXI deal terminated, no payment due. Great news imo.

@stockgutter 3h ago

SG on X

Why is there no Pakistan ETF? Its a large, very populous country with some serious businesses. I am aware of only one Pakistani company listed in the US: Netsol $NTWK, which I own. Even NetSol says it is headquartered in Encino, CA but really most of its management and operations are in Pakistan. Are there others worth looking into?

@AsifSuria 8h ago 1 click

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

@pennycheck 12h ago

⚽️📡 on X

@CKCapitalxx $RGTZ

@AsifSuria 13h 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