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…
BLND · long Blend Labs INC
Blend Labs (BLND) is presented as a long investment idea, with prior VIC writeups cited for business background.
Peru & Colombia Election Results & Investment Outlook
Keiko Fujimori’s expected Peru victory and Abelardo’s win in Colombia reduce regulatory risk for AUNA, whose operations generate roughly…
Watches of Switzerland (WOSG), TerraVest (TVK) & ContextLogic (LOGC): Earnings Updates
Watches of Switzerland reported 15% constant-currency organic revenue growth and guided FY27 revenue growth of 5-10%, with adjusted EBIT…
A 2.2x Spread in a Telecom Train-wreck: Optimum’s Odd-Lot Tender
Optimum’s 99-share odd-lot tender offers $2.50 per share against a $1.16 market price, but a creditor restructuring could terminate the…
eDreams: Disproving the Bears and Regaining Credibility
EDreams cut FY26 Prime-member guidance to 600,000 after Ryanair blocks, while its subscription model lifted Prime to 7.25 million members…
Weekend Digest #345 (Colombia Election, AUNA, BRKR, China & EM Risk)
Weekend Digest #345 previews Colombia’s presidential vote, tracks AUNA’s earnings momentum and Bruker’s recovery, and weighs China risk…
Seaport Entertainment (SEG): Four Catalysts Begin in August 2026
Seaport Entertainment targets positive property-level EBITDA as announced leases and programming add $31 million, while an August 2026…
The $130M Company That Rules What Others Refuse To Touch...(MRDN)
Meridian Holdings (MRDN) operates online betting and casino platforms in 25 countries, arguing its long-standing licenses create a…
The REIT Wall Street Couldn't Touch. Yet.
NewLake Capital Partners’ rent roll gained federal legality and stronger lease guarantees while Cannabist restructuring left rent…
What I Read This Week
Cable stocks face renewed broadband share-loss concerns from LEO satellites, while AI links cover Microsoft, Google, Amazon, Anthropic and…
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Sectors
Ordered by how often our editor reaches for them.
