Wednesday, October 21, 2026

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.

BMBL $783M

Modern Value Investing 23h ago 8 clicks

30h ago CRWV $34B

CoreWeave: It’s Not Dying, Not Anytime Soon

Capitalist Letters 39 clicks

37h ago SVM $2B

Why I sold OB pick for 26 SVM

The Oak Bloke 25 clicks

From X

@aleabitoreddit 16h ago 3 clicks

Serenity on X

$NVDA today announces capacity agreements with substrate, packaging, testing and optical engine suppliers. - Substrate agreements with Ibiden, Samsung Electro-Mechanics and Unimicron to expand by 2.5x - $AMKR to increase advanced packaging capacity by more than 300% by the end of 2028, with a new $1.3B agreement - Multibillion dollar capacity reservation advance to support Ibiden's plant in Japan - "By 2028, production allocated to $NVDA is projected to account for a significant portion of Samsung Electro-Mechanics' total annual package substrate production capacity" - KYEC with $1.1B capacity reservation in advance - SPIL for optical engine capacity for CPO by 15x by H2 2027 and double that for 2028 Well, that's a lot of news. As Jensen Huang puts it: "Demand is extraordinary. Capacity is the constraint."

@finphysnerd 16h ago

Myles on X

@JordanBoekel I've been short $WES on and off, I need to have another look at Coles and Woolworths they look very expensive.

@DeepSailCapital 16h ago 2 clicks

Deep Sail Capital on X

Kraken Robotics $PNG.NE Theon $THEON Modine $MOD Topicus $TOI.NE

@BarbarianCap 18h ago 2 clicks

Barbarian Capital on X

Buyout firm EQT acquires German diagnostics group in €10.8bn deal $QGEN https://t.co/kaTEpQCpLB

@BarbarianCap 18h ago 5 clicks

Barbarian Capital on X

"entered a cooperation agreement with EdgePoint Investment Group, adding partner Lee Matheson to its board of directors. EdgePoint owns about 18% of Mattel’s stock" Mattel Adds Board Member As Activist Investor Pressure Mounts $MAT https://t.co/z6W39pm2ho

@RagingVentures 19h ago 1 click

Raging Capital Ventures on X

@alphaporgs I own a lot of $CMCSA.

@RagingVentures 19h ago

Raging Capital Ventures on X

@petter_nil22208 I’m long, but prefer $CMCSA here given spin-off catalyst. Will have more thoughts after earnings.

@cfrischer1 20h ago 2 clicks

Charles Frischer on X

Listening to "Ep. 177: Regulators Modernize @ FCC " at https://t.co/BBqvvRCM3w $NN Interesting discussion from FCC senior executive. Talk includes creating and delivering more spectrum and more willingness to push on interference claims.

Onto Innovation: Fall Buyers Rewarded With 2027 Growth

Onto Innovation's metrology, advanced-packaging and x-ray tools are expected to lift revenue and margins through 2027 as Dragonfly G5 and…

ONTO $11B

Off His Game 41h ago 2 clicks

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…

VICR $9.7B

CV's Substack 44h ago 28 clicks

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

MANE $5.3B

Cestrian Capital Research 47h ago 41 clicks

Heico Corporation

HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…

HEI $42B

D Invests Oct 20 13 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

Northrop Grumman posted 7% Q3 sales growth to $11.1 billion, lifted profit guidance and reached a record $109.6 billion backlog, led by…

NOC $73B

Cestrian Capital Research Oct 20 4 clicks

Monte Investments Market Brief Vol. CXXXII

CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…

CRWV $34BMYRG $4.4B

Monte Independent Investment Research Oct 20 8 clicks

Urban Outfitters: Nuuly Is More Valuable Than Its Margins Suggest

Urban Outfitters' Nuuly subscription service grew sales 28.6% and reached a 10.1% operating margin, with management targeting $700 million…

URBN $7.5B

IWA Research Oct 20 4 clicks

Group 1 Automotive: The Debt Stress Test

Group 1 Automotive’s $1.25 billion Atlanta borrowing lifts net corporate debt to about $4.4 billion; a 2009-style downturn leaves it near…

GPI $2.9B

Cannibal Stocks Oct 20 12 clicks

NioCorp: The Market Is Paying About 50 Cents Above Cash For Elk Creek

NioCorp values Elk Creek at $72 million against a $3.44 billion after-tax NPV, with $1.849 billion of financing and execution risk still…

NB $455M

GT Research Oct 20

Copper Fox Metals: Research Flash

Copper Fox’s C$9.1 million Schaft Creek program advances metallurgical, tailings, water and road studies toward a pre-feasibility study,…

TECK $31B

Atrium Research - Equity Research Oct 19 6 clicks

INTU · long

Intuit INC

Intuit, down 60% year to date, is the Nasdaq 100’s worst performer, ahead of declines at Workday and Adobe.

INTU $88B

Value Investors Club Jun 30 1 click

Brad Jacobs and the QXO Thesis

QXO applies Brad Jacobs’s consolidation playbook to fragmented building materials, anchored by its TopBuild acquisition and a strategy of…

QXO $11BXPO $22B

Bearstone Sep 16 1 click

Research Roundup Vol. LII

Dell’s AI-server demand and Microchip’s data-center components lead updates on Cirrus Logic and STMicroelectronics, alongside a weekly…

CRUS $5.5BSTM $43B

Monte Independent Investment Research Sep 16 1 click

Forget Drones: Ondas Is Building An Autonomous Warfare Ecosystem

Ondas Holdings, ONDS, grew Q2 2026 revenue 1,235% to $83.7 million after acquisitions and is integrating drone and autonomous warfare…

ONDS $3.5B

Analysis Fundamental Sep 16 1 click

Ethos' Biggest Distributor by Head Count Ranked It Last on Stage

Ethos relies on three carriers for 88% of revenue as TruStage payment failures triggered policy lapses and Family First Life publicly…

LIFE $2.9B

Hunterbrook Sep 15 4 clicks

Undercovered Dozen: Ares Capital, Grab, Lenovo, Rigetti And More

Undercovered Dozen profiles 12 lesser-covered stocks, including Ares Capital, Grab, Lenovo and Rigetti.

ARCC $13BGRAB $12B

The Undercovered Dozen Sep 15

Li Lu Bought Crocs. Follow the Free Cash Flow (CROX)

Crocs drew Li Lu’s investment after generating $660 million of 2025 free cash flow, despite the HEYDUDE write-off, tariff pressure and…

CROX $5.8B

Cannibal Stocks Sep 15 5 clicks

Sanmina: AI Rack Manufacturing Is Rewriting The Earnings Base

Sanmina’s ZT Systems acquisition expands its AI rack manufacturing footprint, making repeatable production, margins and cash conversion…

SANM $9.1B

Simple Investment Ideas Sep 15

No Cap? Currently Capped by Three Hundredths of a Percent: Medtronic’s MiniMed Split-Off Odd Lot

Medtronic’s MiniMed split-off gives odd-lot MDT holders priority on a 7% discounted exchange, but a 4.5939-share cap has begun reducing the…

MMED $4.9B

Rod’s Ruminations Sep 14 4 clicks

One Hour Analysis: ($LILAP) Liberty Latin America's 9% Preferred. What is John Malone Up To This Time?

Liberty Latin America’s LILAP 9% cumulative preferred yields 10.8%, backed by Cable & Wireless cash flow and $48.9 million of insider…

LILA $1.5B

Investing 501 Sep 14

Wednesday, October 21, 2026

Serenity on X

Myles on X

Deep Sail Capital on X

Barbarian Capital on X

Barbarian Capital on X

Raging Capital Ventures on X

Raging Capital Ventures on X

Charles Frischer on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 54 of 247

X accounts we follow

Investor letters we follow

Sectors