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Tuesday, October 20, 2026

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Vicor Update, Part Three

Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as revenue reached $197.1 million.

VICR $9.7B
CV's Substack 28 clicks

From X

@AsifSuria 2 clicks

Asif Suria on X

As I was working through the insider transactions filed last week for our Insider Weekends article that we have published every Sunday for the last 16 years, these four buys from last Friday stood out to me: 💻 1. A rare insider purchase by Intel's CEO Lip Bu Tan, where he bought $10 million worth of stock after the recent pullback at an average price of $95.00. $INTC The last purchase before that was by the CFO David Zinsner who bought shares in January at an attractive price of $42.50 per share. Former CEO @PGelsinger did even better with his purchases in 2023 and 2024, the last of which were at an average price of $22.53. He is up 365% on that purchase. Lip Bu Tan previously purchased $2.5 million worth of Intel stock in November 2023 when he was the CEO of Cadence $CDNS and was an Intel board member. 🚗 2. A purchase by the Chief Accounting Officer of Valvoline $VVV at an average price of $33.20. While the size of the purchase was not large at about $50K, you don't frequently see purchases by Chief Accounting Officers. @ChrisPavese mentioned that Valvoline was a top contributor to the Broyhill Asset Management portfolio in Q1 2026. ☕️ 3. A purchase by a director of the coffee chain Dutch Bros $BROS where he picked up 2,000 shares at an average price of $51.56. He also purchased shares in May of this year at a slightly lower price. 🧑‍🎓 4. A purchase by a director of Universal Technical Institute $UTI at an average price of $25.94 after a massive drop in the stock last week. Competitor Lincoln Education Services $LINC was also down sharply and I remember liking the thesis for the business after attending a presentation at an investor conference a couple of years ago. Unfortunately I didn't act and buy stock right away. Lincoln is up over 50% over the last year and is up 365% over the last five years despite this recent pullback.

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LXS.DE: a 2028 sale it can force

Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.

LPTH $525M
Trade Ideas Flow 21 clicks

Build-A-Bear: A Narrower Path

Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.

BBW $303M
TSOH Investment Research 18 clicks
FINV · long

Finvolution Group

FinVolution, a China and ASEAN unsecured consumer lender, trades at 4x earnings and 0.5x book value.

FINV $698M
Value Investors Club 5 clicks

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.

BMBL $783M
TSOH Investment Research 12 clicks

PesoRama: Research Flash

PesoRama will reach 54 JOi Dollar Plus stores by November after raising C$28.4 million, funding more than 50 additional Mexican store…

TBBB $7.2B
Atrium Research - Equity Research 7 clicks

Modine Deep Dive

Modine, soon Modexus Solutions, has a $4 billion hyperscaler cooling contract but must ramp factory output and restore margins as data…

MOD $7.9B
CV's Substack 20 clicks

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