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 21h ago 8 clicks

23h ago GLOO $291M

GLOO, part two

Guardian Research 3 clicks

28h ago CRWV $34B

CoreWeave: It’s Not Dying, Not Anytime Soon

Capitalist Letters 36 clicks

From X

@aleabitoreddit 14h 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 15h 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 15h ago 2 clicks

Deep Sail Capital on X

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

@BarbarianCap 16h ago 2 clicks

Barbarian Capital on X

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

@BarbarianCap 16h 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 17h ago 1 click

Raging Capital Ventures on X

@alphaporgs I own a lot of $CMCSA.

@RagingVentures 17h 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 18h 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.

Berkshire Put Bending Spoons On My Radar

Bending Spoons has spent about $10 billion on software acquisitions, including pending Miro, while Q2 organic growth was 3% and all…

BSP $29B

Jack Bowman 29h ago 8 clicks

Why I sold OB pick for 26 SVM

Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite…

SVM $2B

The Oak Bloke 35h ago 23 clicks

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 39h 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 42h ago 28 clicks

Inogen: Cheap Enough To Take A Chance On

Inogen's $45 million buyback, debt-free balance sheet and cash equal to 61% of market value support a Buy case despite 3% 2026 growth…

INGN $166M

Intrinsic Analysis 43h ago 8 clicks

Carecloud News

CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.

CCLD $79M

Calvin Blissett 43h ago 10 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 45h 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

EPM · long

Evolution Petroleum CORP

Evolution Petroleum (EPM) is presented as a long position.

EPM $149M

Value Investors Club Jul 12 1 click

Research & Analysis: The Aaon Group (NASDAQ: AAON)

AAON's BASX data-center cooling business targets $1 million to $1.5 million per megawatt, with new capacity and backlog conversion expected…

AAON $6.1B

Monte Independent Investment Research Sep 25 6 clicks

Vista Energy: The Cash Engine Is On

Vista Energy's Q2 2026 production rose 32% and revenue 89% as Vaca Muerta acquisitions expand its Argentine export platform and cash…

VIST $7.9B

Alan Galecki Sep 25 4 clicks

Alsea: Durable Growth at 5.4x EBITDA (Ticker: ALSEA)

Alsea, Mexico’s Starbucks, Domino’s and Burger King franchise operator, trades at 5.4x EBITDA while funding remodels, Mexican expansion and…

ALSSF $2.1B

Emerging Moats Research Sep 25 2 clicks

IEH Corporation: Research Note

IEH booked $3.6 million in mobile-defibrillator connector orders, lifting its medical revenue outlook and diversifying beyond aerospace and…

IEHC $74M

Atrium Research - Equity Research Sep 24 7 clicks

Ciena & Fabrinet: The Road Ahead for Optics

Ciena and Fabrinet benefit as AI clusters require high-speed optics within and between data centers, through networking systems and…

FN $13BCIEN $51B

Aurelion Research Sep 24 3 clicks

Honeywell: Post-Spin Growth Story Is Just Getting Started

Honeywell is refocusing on automation after its Aerospace and Advanced Materials spinoffs, with a 1.1x book-to-bill ratio, raised guidance…

HON $67B

Gen Alpha Sep 24 1 click

Formula 1: Liberty Media’s Drive for Success

Liberty Media bought Formula 1 for $4.4 billion in 2017 and monetizes its exclusive commercial rights through racing, media and sponsorship.

FWONK $23B

Open Insights Sep 24 4 clicks

Firefly Aerospace q2’26 Earnings Update

Firefly Aerospace ended Q2 2026 with $1.5 billion backlog and a 2.49x book-to-bill ratio, adding lunar, defense and launch contracts for…

FLY $2.8B

Monte Independent Investment Research Sep 24 15 clicks

Atlassian: A $140 Billion Market Growing At 14% Annually Creates A Massive Opportunity

Atlassian targets a $140 billion market growing 14% annually, with Rovo reaching 5 million monthly active users and assisted actions rising…

TEAM $56B

Muhammad Cheema Sep 24 1 click

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

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