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.
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
junkbondinvestor on X
$FRMI converts getting absolutely smoked... 10pts down since the election. Currently 20%+ YTM.
Mikro Kap David on X
What's stopping $WSTL (former holding) from returning some cash to shareholders? They were doing so well on the buyback front in late 2024 and early 2025. At this rate, people will mistake it for a 🇯🇵 co, with $40M+ in net cash against a $65M market cap.
Mikro Kap David on X
"As has always been the case, we would rather pass on a loan than make one we are not comfortable with." ~no bank ever Jk...from Q3 $TYBT letter
Investor Letters
All letters- Asset Value Investors Ltd October 2026 4347 $112M6727 $597M
- Sandon Capital — Activist Fund October 2026 FWD $134MSPSY $111M
- Lakehouse Capital Small Companies Fund October 2026 COGZF $429MFNCHF $530M
- Forager Funds Management October 2026 OFX $71MPLT $95M
- FCL Capital October 2026 RSGN $946M
- Ganes Capital September 2026 Quarter PWH $797M
- Long Cast Advisers 3Q26 MTRX $259MPDEX $229M
- RF Capital Management third quarter of 2026 7521 $112M
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
Seritage Growth Properties: Final Stages of Liquidation
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 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…
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…
Signs of the times: Quantum Corp. surges, Quantum Computing slumps again
Quantum Corp. surged while Quantum Computing slumped again after their Tuesday reports.
Lion Copper: Initiation Report
Lion Copper targets 2030 Nevada copper production at Yerington, with Rio Tinto’s Nuton funding its 2027 feasibility study under a 65%…
Seed Corn
Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…
Improvements Are Still Evident At C&F Financial Corporation
Crimson And Gold Research 3 clicks
41 Stock Pitches (2nd-8th November) 🟢
Blue Dolphin Energy trades near 1.3 times earnings as its Texas refinery benefits from diesel shortages, with projected 2026 EBITDA of $111…
CHGG · long Chegg Inc
Chegg is framed as a binary long with 500% upside against 20% downside.
EVC Update
EVC reported a solid second quarter and outlook.
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…
GoPro sold itself at 9:20 AM to get ahead of a meme stock
GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…
Shattuck Labs: A Receptor-Side Bet On The TL1A Boom
Shattuck Labs pivots to DR3-targeted IBD therapy SL-325, funded through a Phase 2b readout as it competes with anti-TL1A drugs.
Equity Eagle 
Three small caps from my watchlist (August 2026)
EverQuote, an $864 million digital insurance marketplace, and PAR Technology, an $808 million restaurant software provider, lead a…
Burry on Build-A-Bear, Part 1
Michael Burry on Build-A-Bear Workshop, Part 1.
RR 2026-08-29 Richtech Robotics: An Easy Pass Based On Lackluster RaaS Growth Quality
Richtech Robotics faces 9.5% revenue growth, 159% higher OPEX and a RaaS contract pipeline that fell from $6.6 million to $2.1 million.
Andres Veurink 1 click
Late August 2026 Random Ramblings
Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
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Ordered by how often our editor reaches for them.
