Saturday, November 14, 2026

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.

OTCM $626M

The Monetary Matters Network 3h ago 1 click

4h ago CROX $7.5B

Q3 Earnings Updates

Hidden Rock Capital's Newsletter 1 click

8h ago ZTS $34B

Zoetis: ~13x P/E, But Still in the Doghouse

Librarian Capital's Research Library 4 clicks

From X

@ACapitalLP 2h ago

A Capital on X

Moves like this $ADIG should not happen absent some genuinely unforeseen event or force majeure. If a public company is even remotely transparent with investors, expectations shouldn’t be so far removed from reality that a single earnings report wipes out 40–50% of its market cap. Granted, this is probably more common in smaller companies with limited analyst coverage, but if I were a public company CEO and this happened on my watch, I’d consider it a serious failure of investor communication and expectation management…

@ACapitalLP 2h ago

A Capital on X

Take $FLEX, which looks fundamentally cheap ahead of its upcoming Axiom spin-off. Yesterday morning, the stock was down ~8%, significantly underperforming both $SMH and $SOX. Was there anything idiosyncratic to $FLEX, or was this just another NVIDIA/AI factor puke amplified by positioning? If the thesis is intact and nothing has fundamentally changed, that’s when you should be looking to add, not panic…

@majgeoinvesting 4h ago

Maj Soueidan on X

It’s that time again! I’ll soon be joining @SebKrog & @Diego_La_Torre_ for another webinar breaking down the Q3 season. I’m loving these discussions and how we challenge each other. This convo would’ve been extremely useful for anyone that might’ve been looking at $MPAA.

@gnoble79 5h ago

George Noble on X

@TheAlucardofX My “crappy service” Countless investors have profited from my advice. Every $CRWV shareholder certainly wishes they had.

@valuedontlie 6h ago

Colin King on X

$HQI going back on the watchlist...

@stockgutter 7h ago

SG on X

$FF stock was crushed after earnings disappointed. While revenue approximately quadrupled to $104.7 million, FutureFuel posted an unexpectedly large GAAP loss. The company says that the loss in part was caused by a large chemicals customer that "paused" orders in Q3 but expects to resume "a normal cadence" in Q4. Now, insiders are starting to nibble. np yet but looking.

@OddDiligence 16h ago

Odd Diligence on X

@youngvibrantman @ConsensusGurus @grok You will get no answer. Everyone hates $AGLT

@cfrischer1 16h ago

Charles Frischer on X

@Reign_Maker @NextNav @faa @PresuttiTim I don’t know enough about tonight’s technical issue. That said, an interruption of GPS in the US would cause massive distress in the economy. The government would be prudent to act now on this issue and create the back up system using $NN spectrum and technology.

Peabody Energy: Delays With Centurion, But The Valuation Is Extremely Compelling

Peabody Energy trades at 2.7 to 2.9 times consensus EBITDA after Centurion delays cut Q4 guidance, with $434 million cash, $297 million…

BTU $2.1B

Bang For The Buck 11h ago 1 click

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…

CRWV $30BCHTR $25B

Steve Eisman 22h ago 6 clicks

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.

AIG $43B

WHAT ARE WE DOING? “Contrarians At The Gate” 25h ago 4 clicks

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…

NBIS $32B

Daniel Romero 24h ago 6 clicks

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…

BGIN $439M

Guardian Research 24h ago 3 clicks

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…

NBIS $32B

Cestrian Capital Research 25h ago 3 clicks

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,…

OXY $59B

Open Insights 26h ago 4 clicks

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…

OPRA $1.4B

Gytis Zizys 26h ago 5 clicks

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…

TRIP $853MRBLX $36B

TSOH Investment Research 27h ago 3 clicks

Klaviyo: Reduced Risk, Better-Than-Expected Growth And Gross Margin (Rating Upgrade)

Klaviyo's deeper Shopify partnership, international and enterprise growth, and 75% Q3 non-GAAP gross margin support a Buy upgrade and $34…

KVYO $6.2B

Research and Value 28h ago 4 clicks

AEGXF · long

Aecon Group Inc.

Aecon Group’s long thesis targets 50-80% share-price upside over 6-12 months as the company shifts beyond a complex special situation.

AEGXF $2.7B

Value Investors Club Jul 5 3 clicks

Intuit FY2026 Earnings Review

Intuit beat FY2026 estimates despite a $293 million restructuring charge, reset growth ambitions and will include stock-based compensation…

INTU $91B

Global Outperformers Aug 26

KMI 2026-08-26

Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher

Kinder Morgan raised 2026 guidance after record Q2 results, supported by a $9.6 billion backlog and growing U.S.

KMI $71B

Steven Fiorillo Aug 26 1 click

Research Roundup Vol. L

Wolfspeed, Nordson and Nucor target AI data-center demand through 800-VDC power, chip testing equipment and domestic steel capacity, aided…

WOLF $1.3BNDSN $18B

Monte Independent Investment Research Aug 26

Sartorius, Copper, and the S&P 500 Margin Mirage

S&P 500's 17% net margin reflects AI capex accounting, while contributors favor Sartorius in life-science tools and PVA TePla in wafer…

BRKR $9.4B

Latticework by MOI Global Aug 26

4x FCF, 95% retention, healthcare Constellation software at 100m m cap. Huge TAM of acquisitions

CareCloud trades at 4x free cash flow with 95% retention, a $100 million market cap and a large healthcare-software acquisition runway.

CCLD $103M

Calvin Blissett Aug 25

Quick Value #328 - Cal-Maine Foods (CALM)

Cal-Maine, the largest U.S. egg producer, trades at 1.6x book versus a 2.1x 20-year median, with net cash and investments equal to 23% of…

CALM $3.1B

Value Don't Lie Aug 25

A read into Nebius' Q2 Earning Report

Nebius' Q2 earnings review assesses AI cloud economics, Nvidia dependency and its route to profitability.

NBIS $32B

Kakashii's Materials Aug 25 1 click

Seadrill (SDRL): The $22 Billion Offshore Empire That Went to Zero Twice

Seadrill went bankrupt twice after funding dividends and new rigs with debt; its third iteration carries $390 million of net debt and a…

SDRL $2.8B

Cannibal Stocks Aug 25

Monte Investments Market Brief Vol. CXXV

Nvidia reports Q2 2027 earnings August 26, with data-center backlogs, enterprise AI inference demand and Vera Rubin volume sales expected…

ONDS $3B

Monte Independent Investment Research Aug 25

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Saturday, November 14, 2026

A Capital on X

A Capital on X

Maj Soueidan on X

George Noble on X

Colin King on X

SG on X

Odd Diligence on X

Charles Frischer on X

Investor Letters

Publications we follow

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Blogs 15

Seeking Alpha 88 of 294

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