Thursday, November 12, 2026

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.

LSAK $305MGRPN $513M

Mispriced Assets 16h ago 4 clicks

18h ago WBI $1.5B

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

310 Value’s Newsletter 3 clicks

18h ago LUMN $4.9B

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

Cestrian Capital Research 1 click

From X

@StableBread 4h ago

Fajasy on X

@aleabitoreddit Ye, WT was 60.2% of $AMBA revenue in Q2, down from 71.3% a year ago. Tho for Ambarella it's mostly fulfillment, Wang said virtually all revenue still comes from their own direct sales teams. Macnica's 7-year deal is the first channel actually built to find new customers.

@AsifSuria 7h ago

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 7h ago

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.

@DeepSailCapital 7h ago

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 8h ago

Deep Sail Capital on X

$SHLS & $ARRY Merger / Short Report Review

@BlueDuckCap 8h ago 1 click

BDC on X

$SNAP is a uncrowded bc Evan's track record as CEO and capital allocator is historically bad. Would you invest in a hedge fund that loses 40% a year? Nobody would. The bet the bulls are making, the few of us, is that @evanspiegel will see the light and do the right thing. I believe in him

@BlueDuckCap 9h ago

BDC on X

If only Evan at $SNAP had been sleeping around. Would be a banner year for Blue Duck! Sigh. Disclaimer: totally kidding. I like Evan. And I think SNAP equity has potential. And Evan is a good human which is why eventually he will do right be shareholders.

@BarbarianCap 10h ago

Barbarian Capital on X

Western Union Scraps $500 Million International Money Express Takeover $WU $IMXI

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…

TMDX $3.2B

Conviction Queue 20h ago

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…

YB $499M

Calvin Blissett 20h ago 2 clicks

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

Alan Sumler 21h ago 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…

FRVO $3.8B

Doomberg 25h ago 4 clicks

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…

GFR $1.9B

Bison Insights 45h ago 2 clicks

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…

LB $5.6B

310 Value’s Newsletter 34h ago 1 click

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…

JOBY $6B

Cestrian Capital Research 38h ago 2 clicks

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…

MARA $3B

Mandela Amoussou 41h ago 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…

GLIBA $1.1BXPEL $1.1B

Hidden Gems Investing 43h ago 2 clicks

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…

AN $6B

Cannibal Stocks 46h ago 4 clicks

FINV · long

Finvolution Group

FinVolution, a China and ASEAN unsecured consumer lender, trades at 4x earnings and 0.5x book value.

FINV $666M

Value Investors Club Jul 20 5 clicks

🍔New Chapter 11 Bankruptcy Filing - Meritage Hospitality Group Inc.🍔

Meritage Hospitality, a 320-unit Wendy’s franchisee, filed Chapter 11 amid $137 million of bank debt, $391 million of leases and a…

WEN $1.6B

PETITION Sep 20 3 clicks

Bumble, 2x Owner’s Earnings. Sentiment is abysmal, the founder is back. The stock could easily be a multibagger.

Bumble trades at roughly 2x owner’s earnings and 4.76x enterprise value, with Whitney Wolfe Herd’s return central to a rerating case.

BMBL $932M

Calvin Blissett Sep 20 4 clicks

Who Really Runs Crocs? The Autopsy.

Crocs CEO Andrew Rees turned around the core brand, then borrowed $2 billion for HEYDUDE, whose $737 million write-down followed wholesale…

CROX $7.3B

Cannibal Stocks Sep 19 4 clicks

Karman: Why I'm Upgrading To Buy After A 68% Drop

Karman Holdings (KRMN) is upgraded after a 68% drop, with 24% organic growth, a $1.3 billion backlog and higher 2026 guidance offset by…

KRMN $5.8B

Dhierin Bechai Sep 19

QNT: The 100× Question

Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and…

QNT $2B

Mispriced Assets Sep 18 3 clicks

Quantum Computing: Continuing To Evolve And Transition From The Lab To Commerce

Quantum Computing, QUBT, sold its first Dirac-3 system, added a second fab through acquisition and is building photonics capabilities…

QUBT $1.4B

Marc Gerstein Sep 18

Research & Analysis: Ultra Clean Holdings (NASDAQ: UCTT)

Ultra Clean Holdings targets a $4 billion annualized revenue run rate by H2 2027 through manufacturing expansion and a broader…

UCTT $2.4B

Monte Independent Investment Research Sep 18 2 clicks

Anterix: The Spectrum Case Is Real, But The Chart And The Insiders Say Wait

Anterix’s 900 MHz spectrum could be worth $2.5–$7 billion, versus a $1.41 billion enterprise value, but insider selling and lumpy…

ATEX $1.5B

The Market Auditor Sep 18 3 clicks

Evolus: Aesthetic Spending Bounceback (Ticker: EOLS)

Evolus posted 21% quarterly revenue growth as U.S. facial-injectable spending bottoms, while making progress toward GAAP profitability.

EOLS $451M

Emerging Moats Research Sep 18 1 click

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Thursday, November 12, 2026

Fajasy on X

Asif Suria on X

Deep Sail Capital on X

Deep Sail Capital on X

Deep Sail Capital on X

BDC on X

BDC on X

Barbarian Capital on X

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