The Final Phase of This Bull Market Will Be Massive | Charles Lemonides
Charles Lemonides argues the 18-year bull market has not reached its late-stage liftoff, pairing value-oriented semiconductor longs with shorts in overvalued names.
Monday, October 12, 2026
Back to today 
From X
SG on X
likely to return to $3 imo $CD https://t.co/0ff0aX4f7D
SG on X
@Imperium1136 @DeepSailCapital agree, though think $MRNX is the better vehicle
Ian Bezek on X
@finphysnerd Ackman's been on a real heater lately with his smallcap pumps. Remember $HTZ?
Barbarian Capital on X
"A bench trial is slated to begin Oct. 19 and the proceeding is expected to last about two weeks." Albertsons Wants $8 Billion From Kroger After Failed Merger $KR $ACI https://t.co/r7M6LjLYY5
Barbarian Capital on X
Dating-App Company Bumble in Advanced Talks to Go Private at $1 Billion Valuation $BMBL https://t.co/lTRHp5bYTo
Colin King on X
Anyone following $NOMD with a take on their recent investor day presentation?
Myles on X
Remember when everyone was pitching $FNMA... https://t.co/4lSodetlUl
Investor Letters
All letters- Diranko Capital Q3 2026 AT $572MLFCR $244M
- Stone Sentinel Capital Q326 5515 $328M3565 $140M
- Hood River Capital Management Q3 2026 EOPSF $1.4BEQR $1B
- Mar Vista Investment Partners third quarter 2026 SARO $6.6B
- Kingdom Capital Advisors Q3 2026 BBGI $18MEVC $606M
- Vltava Fund 3/2026 ATDRF $3.9BJFBHF $1.6B
- Cedar Grove Capital Management Q3 2026 EVLV $773MABVX $7.5B
- Protean Funds September 2026 DVYSR $86MREJL-B $290M
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A Growing Business at a Discount to Its Own Cash
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