The SEC Rule That Could Transform Small-Cap Capital Raising | Cromwell Coulson
OTC Markets CEO Cromwell Coulson says the SEC’s proposed offering reforms could let OTCQX and OTCQB companies raise capital through at-the-market offerings.
Saturday, November 14, 2026
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From X
David Orr on X
These $SFM results are coming out pretty damn bad. Surprising for what seemed like a predictable grocery biz.
Serenity on X
@rob55178 I said that at $12. Now $LWLG is $4. But I do have small positions now as part of that “it’s all over” trade
Mr Neutral Man aka "Howard Marks of REITs” on X
@TimelessArie Ticker is $INVH for those curious
Mr Neutral Man aka "Howard Marks of REITs” on X
More $CUBE news Sold 80% to Heitman in a JV valued $197mm at a roughly mid 5% cap rate and used proceeds to buy back better assets like those in NYC in that 6.3% to 6.5% cap rate range Improves quality and sell non-core at lower cap rate than higher quality assets Retains management and builds annuity mgt fee stream
Investor Letters
All letters- Asset Value Investors Ltd October 2026 079940 $485M093320 $626M
- Minotaur Capital October 2026 CROX $7.5BHUT $6.9B
- Bell Asset Management October 2026 CRH $62BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $419MFNCHF $512M
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $30BSNSNF $1.7B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $32B
- Forager Funds Management October 2026 TUA $584M
- FCL Capital October 2026 ANPDF $28BCNSWF $52B
Peabody Energy: Delays With Centurion, But The Valuation Is Extremely Compelling
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The AI Debate is No Longer Boom vs Bust: Why It’s Time to Go Back to Stock Picking | The Weekly Wrap
AI investing is shifting from boom-or-bust bets to stock picking as data center moratoriums and company results separate winners from…
The Spy Who Shagged The Market
Nvidia’s leadership scandal puts its AI-market role under scrutiny, with comparisons to AIG’s pre-GFC liquidity influence.
Is Nebius Fucked?
Nebius’ Q3 beat relied on $325 million of one-off partnership fees as it raised 2027 CapEx to $40–45 billion and may need $6–11 billion of…
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…
A No-Spin, No-Snark Take On Nebius Group (NASDAQ: NBIS)
Nebius spent $7.3bn in Q3 capital expenditure against $981m of revenue, including $325m in nonrecurring partnership sales, and guides to…
OXY’s Q3: 5 Reasons It’s Ripe for a Takeover
Occidental Petroleum reached its $10 billion debt target early and targets $6.4 billion to $6.5 billion of 2027 free cash flow at $65 WTI,…
Opera Q3 Preview: Another Great Quarter Ahead
Opera pre-announced Q3 revenue of $182.8 million, up 20%, and $43.2 million in adjusted EBITDA, with Q4 guidance, advertising momentum and…
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TSOH Weekly Roundup (11/13/2026)
Tripadvisor’s CEO and CFO will depart after weak Q3 results, while Roblox’s CEO discusses AI and Berkshire repurchases $9.6 billion of…
Klaviyo: Reduced Risk, Better-Than-Expected Growth And Gross Margin (Rating Upgrade)
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Research and Value 4 clicks
Infineon Technologies (OTC: IFNNY) Stock Rating: Initiating Coverage At Accumulate After Q4 FY9/26 Earnings
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Research & Analysis: CoreWeave (NASDAQ: CRWV)
CoreWeave targets 2 GW of active compute capacity, backed by high GPU rental rates, fast paybacks and a growing backlog despite a…
Sprouts Farmers Market: I Should Have Waited For The Discount
Sprouts Farmers Market is rated a buy at $50 after a 40% decline, contingent on maintaining store economics as same-store sales and margins…
Louis Liu, Esq 3 clicks
Industry Primer: Alternative Asset Managers
Alternative asset managers earn durable fees on committed capital, but 2026 losses followed retail-credit redemptions, lender-fraud…
Kimbell Royalty Partners: A Selective Income Buy With A Variable Distribution And Limited Dependence On Peak Oil Prices
Kimbell Royalty Partners targets an 11% normalized yield through third-party drilling royalties, with distributions sensitive to oil and…
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Remitly Global: Scaling The Wall Of Worry (Ticker: RELY)
Remitly’s Q3 keeps its remittance growth thesis intact as spending cards, memberships and credit products target $1 billion in annual…
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…
Bloom Energy: Voters Want Data Centers Off Their Bill, Buy
Bloom Energy’s fuel cells offer data centers grid independence as Q3 operating income rose 518% on 138% revenue growth.
Ignacio Planas Gonzalez 2 clicks
QXO Inc Earnings Update: Q3 2026
QXO's Q3 sales rose 79% to $4.9 billion after TopBuild and Kodiak acquisitions, while acquisition debt lifted interest expense to $163…
Cerrado Gold: Research Note
Cerrado Gold will acquire Argentina’s Manantial Espejo mine from Pan American Silver for $20 million and targets a 2027 restart funded by…
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Sectors
Ordered by how often our editor reaches for them.
