TSOH Weekly Roundup (10/16/2026)
Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.
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Calvin Blissett on X
I kind of love this, sets up the capital slosh effect that happened in 2000s with the great rotation from tech to value. I think something similar happens here eventually and offers uncorrelated returns which will be more valuable. I will be eating dirt on value until then, clipping my coupons and buybacks. $KSPI $BOC $SLM $HHS $ZIM $CCLD $WU $HY $AMR $CNR $METC $HCC $FISV $YB $BTU $CNRD
Deep Sail Capital on X
$HTZ Squeeze just doesn't want to give up. Now IBKR is completely out of borrow and borrow rate has ticked up to 24.8% https://t.co/GjLOXFCwA3
kab60 on X
$FOXF such a cluster-fuck... Levers up to the tits to buy Marucci at the top (someone plz educate me on synergies between MTB shocks and baseball bats...), now cans CEO and looking to divest Marucci after stock is off 90%
Timyan Bank Alert on X
@charrisinvest @netnethunter I don’t think there is any. @The_Bank_Slate had any interview with him a couple years ago. Best is to dig up old 13d filings. $BRBS is a good proxy. https://t.co/7oB9174W5Y
Farmer on X
@finphysnerd I don't think that's short breadth unless your longs are mega caps. Short breadth would be like long $SPY short $RSP.
Myles on X
One of my largest positions $SITC rewarding me with a big pop after a few months of brutal trading and a double down from me. Nice after a tough last month for the portfolio. Have completely bounced back in the last week back near all time highs.
Lee Roach on X
Real value investors own four annual reports for $MCCK. https://t.co/7Di8p87MX7
Investor Letters
All letters- Southeastern Asset Management 3Q26 IDPUF $618M
- Asset Value Investors Ltd Q3 2026 BSRT $179MCHRY $424M
- Asset Value Investors Ltd September 2026 3989 $234M4347 $83M
- Diranko Capital Q3 2026 AT $572MLFCR $244M
- Stone Sentinel Capital Q326 5515 $328M3565 $140M
- Kingdom Capital Advisors Q3 2026 EVC $606MMAGN $393M
- Cedar Grove Capital Management Q3 2026 EVLV $773MCBWTF $240M
- Protean Funds September 2026 DVYSR $86MREJL-B $290M
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