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Thursday, November 12, 2026

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Top Rebound Stocks for Nov’26

Texas Pacific Land's 50% selloff reflects faded data-center expectations, while its Permian royalty business generated $498 million of 2025 free cash flow.

TPL $19B
Rebound Capital 1 click

From X

@DOMOCAPITAL 2 clicks

DOMO Capital Management, LLC on X

Fantastic quarter from $ALTO - massive beat. 45Z credits continue to expand. Columbia now at $0.30 / gallon! Looks like a run rate of >$7M a quarter now. Management confirmed they expect exports to Europe to resume in 2027 - a large reason being the depreciation of the Brazilian Real post Brazilian elections... ALTO Adjusted EBITDA was pretty stunning. Despite lower crush margins they essentially matched Q3 2026. They can now produce profitable quarters, quarter after quarter, even if crush margins are low. The company paid off another $6.5M in debt and has now paid off $26.5M YTD on a loan that has a 10% interest rate. Sounds like Pekin will be at either a $0.30 or $0.40 / gallon run-rate in 2027 as they have also been able to partner with farmers to purchase low carbon corn. Some of these additional profits will be shared with the farmer. Sounds like we'll also get an update soon on Pekin CO2 monetization opportunities to get the 45Q utilization credit on currently vented CO2 from the wet mills. Columbia is also having the extra CO2 storage tank installed in Q4. Management has yet to guide the additional millions the Columbia plant will earn in 2027 due to this - would expect an update on the next call. Fantastic earnings, fantastic call... stock should be much higher. Management additionally confirmed that zero shares were sold using the ATM and that it wasn't contemplated at all even when the shares were in the $5-$6 range and certainly not now. This should be of zero concern at these levels.

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DoorDash’s FBA Moment

DoorDash’s $17 billion Instacart deal targets DashMart warehouse scale, where 99%+ order accuracy and faster delivery address the limits of…

DASH $78BKR $41B
MBI Deep Dives 3 clicks

Cat-Scratch Fervo

Fervo Energy raised $2 billion in its May IPO, then fell nearly 70% below issue price after a Morpheus short report, despite targeting 1 GW…

FRVO $3.8B
Doomberg 5 clicks
OSW · short

One Spa World

OneSpaWorld (OSW) faces about 37% downside as its valuation requires unattainable growth in average revenue per customer after major-market…

OSW $3.1B
Value Investors Club

Sea Ltd Earnings Update: Q3 2026

Sea Ltd reported Q3 2026 revenue of $8.6 billion, up 43.4% year over year, while net income rose 34.0%.

SE $45B
SixSigmaCapital: Navigating the Financial Markets 7 clicks

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