Friday, November 13, 2026

BGIN: a $34mm tax bill and $31mm of cash

BGIN holds $31.4 million of cash against $34.1 million in taxes payable as first-half revenue fell 85% and self-mining costs exceeded coin output.

BGIN $432M

Guardian Research 3h ago 3 clicks

7h ago TRIP $855M

TSOH Weekly Roundup (11/13/2026)

TSOH Investment Research 3 clicks

15h ago RELY $4.9B

Remitly Global: Scaling The Wall Of Worry (Ticker: RELY)

Emerging Moats Research 3 clicks

From X

@StableBread 5m ago

Fajasy on X

@WarrenGRuffet Yes. $BRUN leases most of its GPUs from lessors, the companies that buy the GPUs and lease them to $BRUN, then rents the GPUs out to AI startups. The advances and monthly payments are what $BRUN pays those lessors.

@Fierce__beast 1h ago

Fierce_beast on X

you can see what's generally implied in stocks, i usually see ranges of like 0-10% perpetual growth implied in stocks for like 20 years. $SKYW is one that is looking like even less than 0% implied growth for 20 years but $HTFL still looks like it's closer to >7% $skyw seems a little too low, $htfl seems around right

@gnoble79 2h ago

George Noble on X

@natbrunell You should have me on your show. I was right on $OPEN and am tight on AI. Stop wasting your time with shysters like @APompliano and @ericjackson

@catechwilliams 3h ago

catechwilliams on X

$LWLG Pre-revenue telecom technology lab project that is already available from competitors. Just delayed commercialization (again). Hoping for 2028 delivery. Even if achieved, won’t be able to remain solvent to get there given the accelerating cash burn. Next stop: $0 per share.

@stockgutter 3h ago

SG on X

Investors love $CHA plans for a $1.95 special dividend. I'm still long but its pretty extended here.

@ACapitalLP 3h ago

A Capital on X

What am I missing with $FUL (H.B. Fuller)? Ancora is involved, the stock is down ~17% YTD while $AVY is up ~3% and $RPM is flat. Trading at ~7x EBITDA despite improving margins and a potential BAS divestiture that could accelerate deleveraging. I understand the AMS acquisition and leverage overhang, but at what point does the valuation disconnect become too wide to ignore?

@AsifSuria 4h ago

Asif Suria on X

Another director joined him in buying Alphatec $ATEC this week.

@StockJabber 4h ago

Edwin Dorsey on X

@blondesnmoney $DKNG $SERV

Looking Back at Another Successful Thesis

DoubleU Games raised its all-cash tender offer for DoubleDown Interactive minority holders to $16.25 per ADS from $11.25 after net cash…

DDI $778M

The Value Road 32h ago 4 clicks

IEH Corporation: Research Note

IEH Corporation posted Q2 revenue growth of 51% to $10.7 million and a record $56 million backlog, led by defense and medical demand.

IEHC $78M

Atrium Research - Equity Research 23h ago 2 clicks

GrabAGun Q3 2026: Where Did the Cash Go?

GrabAGun’s $34 million Camfour acquisition cuts pro forma net cash to about $54 million as sales decline, losses widen and its buyback…

PEW $52M

XIX Value 24h ago 2 clicks

This Week in Special Situations: Coursera, eToro, Fluor, Trade Desk

Coursera trades at roughly $150 million enterprise value after Pale Fire Capital took 14.7%, with cash and Treasuries covering 83% of its…

COUR $930M

Latticework by MOI Global 30h ago 6 clicks

Qure Anniversary Update

UniQure’s Huntington’s disease BLA has a May 1, 2027 priority-review date, with an FDA advisory committee expected in late first quarter.

QURE $1.7B

Triple S Special Situations Investing 30h ago 2 clicks

Floor & Decor 3Q’26: Déjà Vu, But Priced For A Lost Decade

Floor & Decor cut its 2026 outlook again, with EBITDA guidance falling to $535-550 million and 2027 openings slowing to 10-15 as housing…

FND $5.3BMHK $8.5B

MBI Deep Dives 30h ago 3 clicks

Big Short: Fidelity & Guaranty

F&G’s main insurer held $66.5 billion of assets against $1.38 billion of statutory capital, while private credit, reinsurance dependence…

FG $3.1B

Mispriced Assets 30h ago 4 clicks

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.

AN $5.8B

Cannibal Stocks 31h ago 3 clicks

International Seaways: Q3 Earnings Point To A Stronger Q4

International Seaways reported $291.4 million of Q3 adjusted net income and has 53% of Q4 booked at strong spot rates, supporting projected…

INSW $5.2B

Kevin Avroutskii 34h ago 3 clicks

Peloton: Beyond The Bike

Peloton’s connected-fitness subscribers fell 9% year over year to 2.475 million, with another high-single-digit holiday decline forecast as…

PTON $2.5B

TSOH Investment Research 35h ago 3 clicks

GLIBA · long

Liberty Capital CORP

Liberty Capital Corp, GLIBA, is pitched long following its July 2025 spinoff from Liberty Broadband.

GLIBA $1.1B

Value Investors Club Jun 26 2 clicks

Solitron Devices (SODI)

Solitron Devices' $27.5 million backlog rose 124% year over year as its sole-source military semiconductors support AMRAAM and HIMARS,…

SODI $78M

Underlying Value Mar 20

The REIT Wall Street Can't Touch

NewLake Capital Partners trades at 7.3x AFFO with $23.9 million cash against $7.6 million debt, discounted for its cannabis tenant base.

NLCP $290MIIPR $1.5B

Orphan REITs Mar 20

TIC Solutions: Thesis Check

TIC Solutions' NV5 merger lifted consulting and geospatial growth and margins, while its 52%-of-revenue inspection unit stayed flat after…

TIC $2.3B

Kairos Research Mar 19

NFE Bond Update

New Fortress Energy’s restructuring cancels its 12% 2029 notes for 94.3% of BrazilCo, $974 million of New NFE preferred and 25.8% of New…

NFE $60M

Triple S Special Situations Investing Mar 18 2 clicks

Shift4 Payments: A Fintech Compounder Trading Like a Melting Ice Cube

Shift4 Payments earns 50 to 60 basis points on SkyTab volume while acquiring merchant networks, driving 39% annual GRLNF growth since 2021…

FOUR $3.3B

Modern Value Investing Mar 15

Lands’ End Into Next Week: A Re-Rate Catalyst Hiding Behind Tender Noise

Lands’ End’s March 19 results could clarify the WHP IP joint venture, debt paydown and retained stake, supporting a rerating beyond the…

LE $264M

Rod’s Ruminations Mar 13

MAPS: Fortifying the Record Before the Bid

MAPS reported $39.8 million of FY25 adjusted EBITDA and $62.4 million of cash as a holder builds a record around a possible affiliated bid.

MAPS $30M

Rod’s Ruminations Mar 13

✅ Buying AI Beneficiaries and Selling One AI-disrupted Business

Sleep Well Portfolio is selling SPS Commerce as AI-vulnerable and adding Veeva, Mercado Libre, Cellebrite and Sea, citing proprietary data,…

CLBT $3.2B

Sleep Well Investments Mar 12

The Office REIT That Wants to Die (And Pay You on the Way Out)

Net Lease Office Properties has returned $19.39 per share while liquidating W.P.

NLOP $142M

Orphan REITs Mar 11

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