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.
Thursday, November 12, 2026
Back to the front page 
From X
Asif Suria on X
Maybe Jensen will mount a comeback the way @vishal_better did with $BETR It would be surprising if the board decides to oust him from $NVDA. What would this mean for the greater AI bubble with all the circular financing and such.
@DeepSailCapital Deep Sail Capital on X
I’m looking to short a lot of shitcos if they run here: $RGTI $IONQ $ACHR $QBTS just look at my Shortlist for names.
Deep Sail Capital on X
$QNT in Dec 1 Lockup. It trades at an insane valuation of 300 P/S as the market share count doesn’t count the economic interests currently not converted by Honeywell and Others.
@DeepSailCapital Deep Sail Capital on X
$SHLS & $ARRY Merger / Short Report Review
Barbarian Capital on X
Western Union Scraps $500 Million International Money Express Takeover $WU $IMXI
Investor Letters
All letters- Asset Value Investors Ltd October 2026 6727 $597M9742 $318M
- Minotaur Capital October 2026 CROX $7.3BHUT $7.5B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $429MFNCHF $530M
- Lakehouse Capital Global Growth Fund October 2026 SNSNF $1.8B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.5B
- Forager Funds Management October 2026 TUA $576M
- FCL Capital October 2026 INTR $1.8BRSGN $946M
- Protean Funds October 2026 AAK $4.8BVIMGF $2.2B
TransMedics: 2027 Setting Up To Be A Pivotal Year
TransMedics targets multi-organ transplant growth through 2027 trials, OCS Kidney and European expansion after Q3 revenue rose 41% to $203…
Conviction Queue 
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…
Alan Sumler 1 click
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…
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…
Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update
LandBridge’s Q3 revenue rose 39%, while newly acquired pore space could lift pro forma EBITDA and cut its 2027 EV/EBITDA multiple from…
Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings
Joby Aviation reported $55.1 million in Q3 revenue, raised 2026 guidance to $135 million to $140 million, and expects FAA pilot training in…
MARA Holdings Q3: Massive Deleveraging Sets The Stage For The AI Colocation Premium
MARA Holdings cut debt by $1.4 billion after an $885 million Bitcoin gain, while 1.9 GW of energy assets and a $79 million GPU contract…
Mandela Amoussou 1 click
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…
The AutoNation Story
AutoNation shed rentals and megastores, focused on dealerships, and retired 91.1% of its shares through buybacks after its 1990s roll-up…
ONT · long Onterris INC
Onterris, formerly Montrose Environmental Group, trades at 8.6x next-12-month EBITDA as an environmental consulting and response services…
The Monday Morning Briefing: Meta, Tesla, Netflix, P&G on Deck
Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…
LendingTree (NASDAQ: $TREE) – A Cyclical Comeback Story Priced as if the Cycle Never Turns
LendingTree derives roughly two-thirds of revenue from insurance and trades near 4 times expected adjusted earnings despite record revenue,…
Our Q3 2026 Update: Our Companies (OXY, RIG, VAL)
Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.
DigitalOcean CEO: ‘We are not going to be extraordinarily leveraged like some others’
DigitalOcean’s CEO says the cloud company will not take on extraordinary leverage to fund its AI push.
Aya Gold & Silver Stock: The Story Just Got Better
Aya Gold & Silver quadrupled Zgounder production, lifting shares 331% since early 2025, while Boumadine targets another fourfold increase…
Laurentian Research 2 clicks
TSOH Weekly Roundup (10/16/2026)
Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.
Dorchester Minerals: Variable Royalty Income Without Enough Valuation Discount
Dorchester Minerals' 9.5% normalized yield and debt-free royalty model are offset by limited upside at $29.71, as extraordinary…
Atlas Diary 3 clicks
Tuya: A Global Smart-Home Platform Priced Like a Cash Box
Tuya’s $976 million cash pile equals 94% of its $1.04 billion market cap as its smart-home platform returned to 16% revenue growth in Q2…
Fannie Mae Preferreds For Post-Midterm IPO Announcement
Fannie Mae and Freddie Mac could leave conservatorship through a 2026 restructuring and IPO, monetizing the government’s equity stake while…
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Sectors
Ordered by how often our editor reaches for them.
