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 3 clicks

19h ago YB $499M

I Called the YB CFO. Here’s What I Learned.

Calvin Blissett 2 clicks

42h ago PLOW $861M

Q3 Earnings: XPEL, Liberty Capital, Douglas Dynamics, Strattec, Seaport (XPEL, GLIBA, PLOW, STRT, SEG)

Hidden Gems Investing 2 clicks

From X

@AsifSuria 6h 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

$SHLS & $ARRY Merger / Short Report Review

@junkbondinvest 10h ago

junkbondinvestor on X

$FRMI converts getting absolutely smoked... 10pts down since the election. Currently 20%+ YTM.

@StableBread 12h ago

Fajasy on X

I checked Root’s $ROOT Q3 against the base and bear cases from my August update, after the car insurer fell 24.1% in two days. $ROOT bought back 290,694 shares in Q3 at an average of $53.15/share ($15.5M), leaving $38.8M on the authorization, ~6% of today’s market cap. At $43.37/share, the market cap is $659M on 15.2M shares, or 2.0x the $327.0M book value as of September 30. Net of the $261.6M held outside the insurance subsidiaries, you’re paying $397M for the insurance operations, or 3.9x nine-month net income annualized (Q4 is the seasonally weak quarter). In August, my base case was $55-80/share (2.5-3.5x book on an 18-22% ROE), and my bear case $35-45 (1.5-2.0x book, with ROE compressing to 12-15%). Q3’s annualized ROE was ~18%, the bottom of the base case, while the stock now trades at the top of the bear case’s multiple.

@stockgutter 13h ago

SG on X

if you have any interest in $EVC (I'm long), Dylan is a must follow 👇

@DOMOCAPITAL 16h ago

DOMO Capital Management, LLC on X

This is going to be very relevant for a position I'm about to write-up on Seeking Alpha.... Not $MNRO but definitely helps them too.... For another stock - this is a dream forecast.... especially with over 50% of the float sold short....

@calvinblissett 19h ago

Calvin Blissett on X

I spoke with the $YB CFO and IR team. Regulation was what worried me most going in. It worries me a lot less now. My takeaways:

@leevalueroach 21h 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.