AutoNation (AN): The CEO Takes a Driving Test
AutoNation’s new CEO Mike Manley brings Jeep and Fiat Chrysler experience after the dealer chain cycled through three leaders in 30 months.
Thursday, November 12, 2026
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From X
Maj Soueidan on X
In case you were wondering… $CIFR Q3… $26M in revenue vs. this cost structure. It’s just math 🤷. To be fair, analysts are expecting the company to put up some nice EPS by 2029 - but who knows what the diluted cap structure will look like by then? @InfoArbMonitor
@Mr_Neutral_Man Mr Neutral Man aka "Howard Marks of REITs” on X
Finally got a chance to go over the $MAA call in detail Folks are getting testy over the pace of , really lack of, rent recovery Waiting for $CPT to drop their results and see if they cam get >1% blended between new and renewal mix We’re 78% CPT and 22% MAA for our large cap Sunbelt MF. Was opposite a few years ago @RecoveryTrade
Lee Roach on X
StoneX just initiated a buy target of GameStop $GME of $33 per share. Rumors flying they read my goofy website on GameStop and were like “woah”
junkbondinvestor on X
*ORACLE KICKS OFF SIX-PART US DOLLAR HIGH-GRADE BOND OFFERING Here are the IPTs: 3Y: T+260bps 3Y FRN: SOFR equiv 5Y: T+295 7Y: T+325 10Y: T+330 20Y: T+355 For context, BBG HY index spreads at 340bps. But this is IG-rated (Baa2/BBB-/BBB) credit. $ORCL
@aleabitoreddit Serenity on X
@jacobsimon2002 Well.. that was before $MRVL crashed. The deal is 4.5x Marvell shares for every Lumentum share. 4.5x * 196 = $882 (floating), so you're getting that for $LITE, which is still more than current prices. If Marvell recovers, so does Lumentum shares now
@ParadisLabs Paradis on X
My initial thought is that Marvell got a great deal for Lumentum at $115 billion. Highly recommend reading @FundaAI research on key beneficiaries, namely $CRDO and $COHR.
Investor Letters
All letters- 103 Advisory Group October 2026 AMZN $2.9TGOOGL $3.6T
- Minotaur Capital October 2026 META $1.6TAVGO $1.6T
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 PNI $2.7B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $31BNOW $107B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7BSN $32B
- Rathbones October 2026 SBGSF $158BSIEGY $236B
- FCL Capital October 2026 ANPDF $28BASML $591B
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Sectors
Ordered by how often our editor reaches for them.
