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.
Wednesday, October 21, 2026
Back to today
From X
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.
Deep Sail Capital on X
Kraken Robotics $PNG.NE Theon $THEON Modine $MOD Topicus $TOI.NE
Barbarian Capital on X
Buyout firm EQT acquires German diagnostics group in €10.8bn deal $QGEN https://t.co/kaTEpQCpLB
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
Raging Capital Ventures on X
@alphaporgs I own a lot of $CMCSA.
Raging Capital Ventures on X
@petter_nil22208 I’m long, but prefer $CMCSA here given spin-off catalyst. Will have more thoughts after earnings.
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.
Investor Letters
All letters- Vulcan Value Partners Third Quarter 2026 FBIN $4.8BIQV $44B
- White Falcon Capital Management Q3 2026 CSGP $13BCSIQ $650M
- Artisan Partners Q3 2026 BAESY $77BCMG $38B
- PenderFund Capital Management Ltd. September 2026 GRID $171MPNG $1.1B
- Upslope Capital Management 2026-Q3 ICE $89BTCGGY $3.1B
- Cedar Creek Partners 2026 Third Quarter MMY $186MEXCE $1.2B
- Blue Tower Asset Management third quarter 2026 ENVA $4.5B
- The London Company 3Q2026 CCC $4.5BDECK $12B
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…
Jack Bowman 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…
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…
Off His Game 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…
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…
Intrinsic Analysis 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.
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.
Heico Corporation
HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…
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…
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…
VEEV · long Veeva Systems INC
Veeva Systems is a vertical software company valued as if its best growth years are behind it.
A2Gold: Research Note
A2Gold’s first Taylor drill holes returned 20.96 g/t AuEq over 1.5m and 209.4 g/t silver over 10.7m, alongside 141.10 g/t gold at…
[Emergency Lunch-Hour Market Memo] Coherent admits their CPO/NPO Laser is garbage + Cerebras delusional bonus roast
Coherent’s CPO/NPO laser misses 1 MHz effective-linewidth requirements, Irrational Analysis argues.
ECOC 2026: Important Product Announcements Around Optical Scale-Up
Teradyne, ams OSRAM, Lumentum and Coherent introduced microLED, VCSEL and DWDM products targeting optical interconnects for AI data-center…
Arcturus Therapeutics: A Speculative Buy For Their OTC Deficiency Program
Arcturus Therapeutics is advancing ARCT-810 for OTC deficiency after phase 2 data normalized glutamine and ammonia levels, with $191.5…
C. C. Abbott 1 click
Quick Value #331 - Corteva / Vylor Spin-Off
Corteva will spin off its Pioneer seed business, Vylor, on October 1, leaving crop protection RemainCo that could trade at 6.5-8.5x 2026…
Weekly Stock GEMs #14: September 21, 2026
Weekly Stock GEMs #14 features Vizsla Silver’s shuttered Panuco mine, Beasley’s debt deadline, Wolters Kluwer’s AI selloff and PlasCred’s…
[CoStar] Homes are different
CoStar spent more than $1 billion building Homes.com to challenge Zillow, betting seller-agent leads, proprietary listing content and…
ARKO. 3x Owner’s Earnings multiple, 21% ROCE, Founders involved and large shareholders, Stake in a public company>market cap. Superb Capital Allocators
ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.
“Going Through Some Pain”
Dick’s Sporting Goods’ $2.4 billion Foot Locker acquisition nearly quadruples its store count and adds international exposure, risking a…
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Conor Maguire | Value Situations
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David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
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George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
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Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
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marginofdanger
mavix
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Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
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Myles
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SG
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The Friendly Bear
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Timyan Bank Alert
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ToffCap
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Undiscovered Compounders
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Investor letters we follow
- 1 Main Capital
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- Dodge & Cox Stock Fund
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- Gabelli Funds
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- Myrmikan Capital, LLC
- Nelnet
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- Pershing Square Holdings
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- Vision Capital Fund
- Vltava Fund
- Vulcan Value Partners
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- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
