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 18h ago 4 clicks

21h ago YB $499M

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

Calvin Blissett 2 clicks

44h 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 Oct 13

Asif Suria on X

The CEO was also buying shares last month but we prefer buying by directors and that is why Tor Olav Troim's purchases were more interesting. From our Insider Weekends article about $BORR:

@AsifSuria Oct 13 5 clicks

Asif Suria on X

Another large insider purchase by a director of Borr Drilling $BORR filed today (yesterday was a holiday for the SEC and so no Form 4 filings). This is his largest single day insider purchase coming in at $11.84 million. We had been watching him buy consistently for several weeks and decided to dive into the company in an Insider Weekends article last Sunday. As we did our research, we realized that he was the founder of the company. A couple of screenshots from that article in the next tweet.

@AsifSuria Oct 13

Asif Suria on X

Congratulations to the Bumble $BMBL shareholders! I am glad the $1 billion number we heard yesterday was the equity value and not the enterprise value like so many of us who follow M&A closely had assumed. We added the deal to our Merger Arbitrage Tool this morning and as I had expected, the spread on the deal is about 2%.

@DOMOCAPITAL Oct 13

DOMO Capital Management, LLC on X

Earlier this year, $CBIZ reported they were being purchased on the day of their earnings report. Will be interesting to see if $MNRO follows suit...

@DOMOCAPITAL Oct 13

DOMO Capital Management, LLC on X

Definitely some insider trading yesterday prior to the news today as ethanol prices rocketed higher (Nov jumped nearly 6 cents). October crush margin for the 2nd half jumped to $0.42 yesterday... we'll see if ethanol rallies again now that the news is actually public. $ALTO $GPRE

@DOMOCAPITAL Oct 13

DOMO Capital Management, LLC on X

Huge news for $ALTO and $GPRE

@calvinblissett Oct 13 1 click

Calvin Blissett on X

My message to someone Saturday September 26th. AI is powerful and this wasn’t my whole thesis but this is a bit of alpha I got from listening to all the Whitney Wolfe Herd Interviews and hearing someone usually so polished unusually stutter and fumble around, could also be a coincidence. $BMBL. AI can’t do it all

@AsifSuria Oct 13

Asif Suria on X

@RecoveryTrade @compound248 Even with the current lax antitrust environment, I think it would be difficult to get a $MTCH and $BMBL deal past the FTC or DOJ.

The 10-Q Fills In the Buyback

Empire State Realty Trust bought $86.1 million of stock through November 6, while corrected sum-of-the-parts values range from $9.12 to…

ESRT $877M

Orphan REITs 47h ago 2 clicks

Is Cars.com a Buy on the Basis of Owner Earnings?

Cars.com is assessed through Buffett-style owner earnings, focusing on cash retained after maintenance capital spending rather than GAAP…

CARS $702M

The Owner's Memo Nov 10 1 click

Signs of the times: Quantum Corp. surges, Quantum Computing slumps again

Quantum Corp. surged while Quantum Computing slumped again after their Tuesday reports.

QMCO $645M

The Technology Letter Nov 9 3 clicks

Seed Corn

Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…

XRN $357M

Orphan REITs Nov 9 3 clicks

Post Q3 EVC Update

EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.

EVC $920M

Nat Stewart - Stock Picking Newsletter Nov 6 26 clicks

Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout

Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…

LOECF $747M

Bison Insights Nov 6 4 clicks

Entravision Q3 Update

Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…

EVC $920M

The Value Road Nov 6 4 clicks

GREAT DEC-TECTIVE WORK

Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…

DEC $972M

The Oak Bloke Nov 6 4 clicks

This Week in Special Situations: Lear, AutoNation, NexPoint, AudioCodes, Xponential Fitness

AutoNation, Lear, NexPoint, AudioCodes and Xponential Fitness lead a 52-situation screen spanning buybacks, insider purchases, M&A and…

NXRT $403M

Latticework by MOI Global Nov 5 6 clicks

Array Technologies And Shoals Merger Creates Upside Potential

Array Technologies and Shoals Technologies plan to merge, targeting cross-selling and cost synergies as ARRY's order book holds firm and…

ARRY $730M

Caffital Research Nov 5 3 clicks

NGVC · long

Natural Grocers Vitamin Ctge

Natural Grocers (NGVC) returned to $27.80 after a prior long entry at $21 and exit recommendation at $46.

NGVC $677M

Value Investors Club Aug 11

CytomX Therapeutics: Trading Near Cash Value While Varseta-M Heads Toward Pivotal Trials

CytomX Therapeutics trades near its $367 million cash balance as Varseta-M moves toward a 2027 pivotal colorectal cancer trial after 20–32%…

CTMX $464M

Cypriot Invests Nov 5

The Buyback Shows Up (ESRT Q3 2026)

Empire State Realty Trust repurchased $85.8 million of shares at $4.56 each, using 1359 Broadway sale proceeds to fund buybacks and debt…

ESRT $877M

Orphan REITs Nov 4 6 clicks

Digital Turbine: The Turnaround Is Gaining Momentum, But Debt Remains The Wild Card

Digital Turbine posted 27% Q1 FY2027 revenue growth and 69% adjusted EBITDA growth, but free-cash-flow conversion and refinancing remain…

APPS $946M

Arizona Equity Research Nov 3

48 Top Stock Pitches (26th-1st November) [NO PAYWALL] 🖨️

Capital Employed rounds up 48 stock pitches, led by Greystone’s $14.50 target for organ-transplant logistics firm Strata Critical Medical,…

SRTA $537M

Capital Employed Nov 1 14 clicks

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…

VRRM $313M

The Oak Bloke Oct 31 3 clicks

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…

AURA $792M

Equity Eagle Oct 31

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.

BBW $353M

TSOH Investment Research Oct 30 1 click

Build-A-Bear (BBW) Part II: The Scion Capital Analyst Tempate and the All Map

Build-A-Bear’s lease overhaul, off-mall expansion and partner-led wholesale growth reshaped a debt-free retailer with $80 million EBITDA,…

BBW $353M

Cassandra Unchained Oct 29 3 clicks

This Week in Special Situations: Mattel, Winnebago, PayPal

Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.

WGO $898M

Latticework by MOI Global Oct 29 3 clicks

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Thursday, November 12, 2026

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