Friday, November 13, 2026

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…

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

Cogent expects to replace roughly $100 million of T-Mobile payments ending in 2028 through cost cuts and high-margin on-net sales, while…

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

Yuanbao’s CFO says China’s new online-insurance rules target abusive sales practices, while Beijing increasingly frames commercial health…

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…

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

CFFI $344M

SA Crimson And Gold Research Nov 9 3 clicks

FULC · long

Fulcrum Therapeutics INC

Fulcrum Therapeutics trades below cash as it pursues a likely reverse merger, creating a biotech shell opportunity.

Deep Fission (FISN): A Mile Deep, and Already Underwater

Deep Fission’s Blue Owl backing is a $20 million minority investment tied to a nonbinding MOU, while its June IPO raised $40 million at $16…

Single Stock Spotlight #10: Mammoth Energy Services (TUSK)

Mammoth Energy Services rose above $3 after trading below net cash, aided by divestments, first-quarter adjusted EBITDA profitability and a…

Nobody Owns the Beach: A West Maui Land Company Trading Below Book

Kaanapali Land trades near $31 versus $48.50 book value after a $20 million Lahaina sale, with West Maui land value constrained by lengthy…

The Arithmetic: How a $9 Spanish-Language Broadcaster Becomes a $100 AdTech Stock

Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.

What I've Been Reading

Yesway, Dollar General and Expedia feature in a research roundup spanning convenience retail, discount stores and AI-driven travel search.

Dance with the Devil (Nasdaq: ILPT)

ILPT’s Hawaii ground leases and US warehouse portfolio are improving, while five-year fixed-rate refinancing eases the debt burden created…

Braemar Hotels & Resorts: Internalizing Management

Braemar Hotels & Resorts is internalizing its management.

ADF Group Inc. ($DRX.TO) FINS Review

ADF Group’s Q1 FY2026 revenue rose 78% to $99.3 million and net income 37%, aided by the LAR acquisition despite steel and aluminum tariff…

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…