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 13h ago 3 clicks

15h ago CCOI $227M

A Call with Cogent ($CCOI) CEO Dave Schaeffer: Data Centers, the $700M Refi and Life After T-Mobile

Calvin Blissett 1 click

16h ago YB $499M

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

Calvin Blissett 2 clicks

From X

@AsifSuria 3h 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 4h ago

Deep Sail Capital on X

$SHLS & $ARRY Merger / Short Report Review

@BarbarianCap 6h ago

Barbarian Capital on X

Western Union Scraps $500 Million International Money Express Takeover $WU $IMXI

@junkbondinvest 7h ago

junkbondinvestor on X

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

@finphysnerd 8h ago

Myles on X

$CURI pumping 15% after hours on another strong earnings report. In reality it's another mirage. They tout $12m of licensing revenue which is likely all barter revenue (no cash). The expense side of their previous barter revenue is already starting to come through the expense

@david_katunaric 9h ago

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.

@StableBread 9h 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.

@david_katunaric 9h ago

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

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…

VFF $329M

Alan Sumler 17h ago 1 click

Seritage Growth Properties: Final Stages of Liquidation

SRG $86M

Clark Street Value 33h ago 3 clicks

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…

PLOW $861M

Hidden Gems Investing 39h ago 2 clicks

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 42h 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 43h ago 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

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%…

LCU $98M

Atrium Research - Equity Research 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

Improvements Are Still Evident At C&F Financial Corporation

CFFI $345M

Crimson And Gold Research Nov 9 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…

BDCO $109M

Capital Employed Nov 8 6 clicks

SILC · long

Silicom LTD

Silicom (SILC) is pitched as inexpensive on its existing hardware business, with upside framed as a cheap call option.

SILC $171M

Value Investors Club Aug 7 4 clicks

I went through all 142 companies in Value Line this morning. Here are the 6 that made it

Six Value Line small caps including Blackbaud, Marqeta, Ranger Energy and Definitive Healthcare trade on net cash, buybacks, low multiples…

RNGR $291M

Calvin Blissett Oct 24 81 clicks

Research & Analysis: ERock, Inc. (NYSE: EROC)

ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity…

EROC $379M

Monte Independent Investment Research Oct 23 11 clicks

Unicycive (UNCY):

Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…

UNCY $105M

Triple S Special Situations Investing Oct 22 4 clicks

BMBL 2026-10-21

Bumble is being taken private

Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.

BMBL $932M

Modern Value Investing Oct 21 8 clicks

GLOO, part two

Gloo faces related-party deals, insider-heavy IPO ownership, acquisition losses and $84.5 million of CEO-backed puts as it burns cash and…

GLOO $284M

Guardian Research Oct 21 4 clicks

Sagimet Biosciences: The U.S. Acne Trial Is A Replication Exercise, Not A Discovery Bet

Sagimet Biosciences' denifanstat enters a fully funded U.S. acne registration trial after Phase 3 results, with SGMT trading below cash and…

SGMT $805M

Equity Eagle Oct 21 3 clicks

Carecloud News

CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.

CCLD $113M

Calvin Blissett Oct 20 12 clicks

AGI Inc: The Bargain Is Even More Attractive

AGI Inc trades at 5.6x earnings after a 35% post-IPO decline, despite roughly 30% ROE and resilient INSS payroll-loan growth.

AGBK $862M

Multiplo Invest Oct 20 14 clicks

LXS.DE: a 2028 sale it can force

Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.

LPTH $527M

Trade Ideas Flow Oct 19 21 clicks

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Thursday, November 12, 2026

Asif Suria on X

Deep Sail Capital on X

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Mikro Kap David on X

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