Bumble is being taken private
Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.
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From X
Adam D. Wyden on X
@PrefShares They boy can work but $VVV is like a 4 pct FCF yield vs like 14 pct on $drvn… either both are wrong or $drvn is worth 3x as much… I also think the unit economics for franchisees are inferior at $VVV
Maius on X
$LULU 2026 marketing strategy deck_v1.pdf 😅 https://t.co/3KiBtmuUZN https://t.co/GvEmZwPVAx
Chris Camillo on X
never been a crypto bro, but i’ve always related to them. $HOOD is where our worlds collide. we ride together.
Chris Camillo on X
why i own $HOOD 👇 https://t.co/7xA2UKdf3t
Chris Camillo on X
@FloatCheck @CKCapitalxx I’m all for going big on a fashion trade when the brand is clearly benefiting from a shift in consumer behavior. But there was zero data pointing to that for $LULU this quarter. No clue what he thought he saw.
SG on X
That's a pretty big sale in $VAL. I still own/like. https://t.co/DoHOmmsAtD
Bank Reg Blog on X
Interesting follow up on this today: The SEC settled an enforcement action against $TBBK's now-retired CFO, fining him $30,000 for directing the company's 10-K to be filed when he knew the auditors hadn't yet signed off. https://t.co/9N28UhEMlw https://t.co/8yBRR6MC7Q https://t.co/1lPgtgKyWD
Investor Letters
All letters- PenderFund Capital Management Ltd. September 2026 PNG $1.1B
- Upslope Capital Management 2026-Q3 ICE $89BTCGGY $3.1B
- Cedar Creek Partners 2026 Third Quarter EXCE $1.2B
- Artisan Partners Q3 2026 BIRK $5.4BCOCO $3.4B
- Blue Tower Asset Management third quarter 2026 ENVA $4.5BSKHY $701B
- 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 FUBO $914MGOOGL $4.2T
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