CoreWeave: It’s Not Dying, Not Anytime Soon
CoreWeave is compared with Amazon's early public years, when investors expected bankruptcy amid losses and dependence on outside capital.
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A Capital on X
@DreamPositiveCp @grok what is the binary event for $NN?
Fierce_beast on X
@FishtownCap Could $UNFI and $CHEF merge or too much overlap already
Negligible Capital on X
Why has $LULU never tried to buildout specialized yoga studios or acquire a chain like Corepower? Seems like it would be a great way to get more stable / recurring revenue via memberships and a good opportunity to cross sell products and attract the companies core clientele (fit yoga girls? I don't even know anymore man)
Adam D. Wyden on X
@mac003_c $DRVN They said it was substantially undervalued at $18.00... Much more likely they buyback the stock to $25-30 and then revisit selling the entire company / segments...
A Capital on X
@everyonehatesp1 Idk but the lack of insight on coal names yesterday cost me this trade. Do better. $METC
Fierce_beast on X
@FishtownCap Are there any decent food brand stocks any more? $MDLZ also seems troubled
Adam D. Wyden on X
Better re-framing of question. Why would someone be short $DRVN and long $VVV? Take 5 better franchisee economics...Trades at ~ 20 percent maintenance yield vs mid singles...Motivated Sponsor... It's not zero sum but....
A Capital on X
@SurfShopCapital Thoughts on $PURR here?
Investor Letters
All letters- PenderFund Capital Management Ltd. September 2026 GRID $171MPNG $1.1B
- Upslope Capital Management 2026-Q3 ICE $89BTCGGY $3.1B
- Cedar Creek Partners 2026 Third Quarter MMY $186MEXCE $1.2B
- Artisan Partners Q3 2026 BIRK $5.4BCOCO $3.4B
- Blue Tower Asset Management third quarter 2026 ENVA $4.5B
- The London Company 3Q2026 CCC $4.5BDECK $12B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 AGX $4.9BBE $67B
- White Brook Capital Third Quarter 2026 ACNT $124MCCLD $79M
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