Wednesday, November 11, 2026

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

WaterBridge grew Q3 revenue 16.9% year over year as Speedway Phase I lifted produced-water volumes, while pursuing large-scale data center…

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

Lumen was upgraded to Accumulate after Q3 revenue fell 12% to $2.7 billion, while strategic business revenue rose 10% and reached 55% of…

My largest position is now a healthcare stock with 195% upside to my target

An unnamed healthcare company became the portfolio’s largest position at 8%, with a $130 target implying 195% upside despite broken…

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…

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 $329M

SA Alan Sumler 17h ago 1 click

[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic

FICO is licensing mortgage scores directly to resellers, seeking pricing control as VantageScore competition and regulatory scrutiny…

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…

Adobe: A Cash-Secured Put Turns AI Fear Into A Lower Entry Price

Adobe's compressed 10x non-GAAP EPS multiple reflects AI monetization and ARR-growth concerns; cash-secured puts at $210 or $200 target a…

ADBE $92B

SA Tim Travis 23h ago 1 click

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…

Super Micro Computer: The Story Is Getting Better And Better (Rating Upgrade)

SMCI $20B

SA Louis Gerard 26h ago 1 click

IQV · long

Iqvia Holdings INC

IQVIA runs drug trials and gets paid regardless of whether drugs pass, while trading at a COVID-low multiple with potential AI benefits.

[PQ] GRND: Margin Calls & Acquisitions

Grindr received a non-binding $18-per-share acquisition offer.

[PQ] VZ: New CEO Announced

Verizon appointed its independent lead director as CEO.

Buzzi (BZU.IM): Make Italy Great Again

Buzzi SpA, an €8.9 billion Italian cement producer, is presented as the world’s best-managed cement company.

[P] ESTC: Elastic Vesting Goals

Elastic’s vesting goals reveal what management is incentivizing.

Biographies: Standing on the shoulders of Giants - Week 2 picks

Phil Knight, John D. Rockefeller and North Korean defectors anchor three recommended biographies of ambition, capitalism and survival.

Shaping Dollar Tree into its new era.

Dollar Tree targets 12%-15% annual EPS growth through 2028 as it shifts to multi-price merchandise, refreshes stores and uses data-driven…

Drilling Down on Disposal: Parallels Between Produced Water and Municipal Waste Disposal

WaterBridge and Secure trade at 10–11x 2025 EBITDA despite produced-water disposal economics resembling higher-multiple municipal waste…

Sector Story: Flavours & Fragrances Part I - An Introduction

Flavour and fragrance suppliers control 67% of a $40 billion market, earning recurring, protected margins through deep FMCG R&D ties.

Why I bought FTAI Aviation

FTAI Aviation’s engine exchange model, owned fleet and Chromalloy PMA partnership target lower-cost CFM56 and V2500 maintenance while…