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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From X
Farmer on X
@Biohazard3737 $ZURA price action makes me think retail accounts getting margin called. Unless pods are yolo'ing into @A_May_MD pitches too.
SG on X
agree this stand the next few days is pivotal for $RTY $IWM https://t.co/mA1V6mYYrZ
Trevor Scott on X
$NVDA will just step in with some new capital to $CRWV. Not a good look having this bleed out..
Myles on X
Apple not working, but the $CRWD trade is unwinding. Probably not going to stay in this one for too long but the thesis played out nicely. https://t.co/kI2lak0n6e
Colin King on X
Anyone have access to BofA downgrade on $DCH? I'm long and this is a pretty steep cut lol https://t.co/6mhk6JRqA8
Myles on X
Shorting a tiny bit of $RGR here on a post tender slide.
Myles on X
@ArgonathCapital $IWM covers the junk and also covers market breadth which I'm bullish on.
Paradis on X
Michael Dell on the memory bottleneck: “It’s gonna get worse.” $DELL https://t.co/T0jazFwNIT
Investor Letters
All letters- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BCRL $15B
- Rewey Asset Management 3Q26 MEC $384MORCL $403B
- Hosking Partners Q3 2026 DHT $4.1BHAFN $5.4B
- Guinness Global Investors third quarter of 2026 ABBNY $170BAFL $58B
- Patient Capital Management 3Q26 ADBE $98BADYEN $33B
- Wedgewood Partners Third Quarter 2026 MSI $74BODFL $38B
- Artisan Partners Q3 2026 ENB $106BJPPTY $68B
- Frank Capital Partners Q3 2026 SPB $1.8BHRB $5.4B
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