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
Myles on X
I reckon a portfolio of short $WMT, $KO (safety trade), $TSLA, $SPCX, $DJT, $UMAC, $GEO (Trump trade) long $SPY probably beats most things over the next 3 months.
Calvin Blissett on X
@taobanker Yes, funny I posted about them today on Substack. So safe and warm $ARTNA
DOMO Capital Management, LLC on X
@mrbergmann Yes and $MNRO just spoke at Gabelli conference now and specially said they chose Ares due to the flexibility with their strategic review - not due to having the best rate.
marginofdanger on X
@Ron284Ron Re: $MLP, sadly the insider buys dried up which speaks volumes. Between higher interest rates, local government delays / bureaucracy and the Kapalua litigation, just hard to get excited about this one.
Deep Sail Capital on X
IBKR showing 259% borrow rate right now on $HTZ
SG on X
@mattmvinson the funniest thing would be if a $HTZ short squeeze filled the gap from when he sold
SG on X
$CD the easy money has been made. Still short but sold some puts against the short common.
Investor Letters
All letters- Asset Value Investors Ltd October 2026 6727 $597M9742 $318M
- Lakehouse Capital Small Companies Fund October 2026 COGZF $429MFNCHF $530M
- Forager Funds Management October 2026 TUA $576M
- FCL Capital October 2026 RSGN $946M
- Ganes Capital September 2026 Quarter PWH $797M
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $390MGRVY $475M
- Greystone Capital third quarter of 2026 KTYCF $468MSRTA $537M
- Sandon Capital — Activist Fund September 2026 KAR $749M
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Arizona Equity Research 
48 Top Stock Pitches (26th-1st November) [NO PAYWALL] 🖨️
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Aura Biosciences: A Pivotal Trial Engineered With Room To Spare
Aura Biosciences expects pivotal Phase 3 bel-sar data in early choroidal melanoma in 2027, funded by $323.8 million of cash into the first…
Equity Eagle 
TSOH Weekly Roundup (10/30/2026)
Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.
Build-A-Bear (BBW) Part II: The Scion Capital Analyst Tempate and the All Map
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This Week in Special Situations: Mattel, Winnebago, PayPal
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Fierce_beast
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- Westwood — Quality SmallCap Fund
- White Brook Capital
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Sectors
Ordered by how often our editor reaches for them.
