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 38h ago 8 clicks

40h ago GLOO $291M

GLOO, part two

Guardian Research 4 clicks

45h ago CRWV $34B

CoreWeave: It’s Not Dying, Not Anytime Soon

Capitalist Letters 41 clicks

From X

@aleabitoreddit 31h 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 31h 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 31h ago 2 clicks

Deep Sail Capital on X

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

@BarbarianCap 33h ago 2 clicks

Barbarian Capital on X

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

@BarbarianCap 33h 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 34h ago 1 click

Raging Capital Ventures on X

@alphaporgs I own a lot of $CMCSA.

@RagingVentures 34h 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 35h 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 46h ago 10 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 Oct 21 27 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 Oct 20 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 Oct 20 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 $187M

Intrinsic Analysis Oct 20 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 $74M

Calvin Blissett Oct 20 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 Oct 20 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

💥Hain Celestial: Earthly Issues💥

Hain Celestial sold its North American snacks business for $115 million as declining sales and EBITDA left $558 million of secured debt…

HAIN $20M

PETITION Oct 20 6 clicks

EGO · long

Eldorado Gold CORP

Eldorado Gold (EGO) is a long-life gold and copper miner with a rare growth profile across precious and base metals.

EGO $9.1B

Value Investors Club Jun 1 3 clicks

MAPS: Fortifying the Record Before the Bid

MAPS reported $39.8 million of FY25 adjusted EBITDA and $62.4 million of cash as a holder builds a record around a possible affiliated bid.

MAPS $48M

Rod’s Ruminations Mar 13

✅ Buying AI Beneficiaries and Selling One AI-disrupted Business

Sleep Well Portfolio is selling SPS Commerce as AI-vulnerable and adding Veeva, Mercado Libre, Cellebrite and Sea, citing proprietary data,…

VEEV $52BCLBT $2.9B

Sleep Well Investments Mar 12

The Office REIT That Wants to Die (And Pay You on the Way Out)

Net Lease Office Properties has returned $19.39 per share while liquidating W.P.

NLOP $144MWPC $15B

Orphan REITs Mar 11

FactSet’s Take-Private Rumours

FactSet is drawing Thoma Bravo and Hellman & Friedman take-private interest, with its subscription retention, cash generation and modest…

FDS $11B

Global Outperformers Mar 11

Empire State of Neglect: Why ESRT Isn't Just an Office REIT

Empire State Realty Trust's $5.34 share price values its observatory, retail and multifamily businesses like NYC office space, despite $90M…

ESRT $1.3B

Orphan REITs Mar 9 1 click

Mount Logan's Run: When the Board Pays $9.43 and Mr. Market Hands You a Mulligan at $5.00

Mount Logan Capital repurchased shares at $9.43 before an oversubscribed tender and forced selling drove them to $5.00, below $10.39 book…

MLCI $37M

Rod’s Ruminations Mar 6

Sea Limited (SE) Q4'25 - Shopee in Focus, 11 Reasons To Keep Investing

Sea Limited generated about $3.5 billion in free cash flow as Shopee invests in Southeast Asian and Brazilian growth despite lower 2027…

SE $47B

Sleep Well Investments Mar 6

Hallador Pt. 2 — "Massive" Data Center Incoming in Sullivan, IN? ($HNRG)

Hallador’s 1 GW Merom plant could supply a proposed 1,000-acre Sullivan County data center, with local filings and Stantec references tying…

HNRG $535M

Multibagger Monitor Mar 5 9 clicks

Theravance Biopharma: Failed Phase 3 Trial, Strategic Review

Theravance Biopharma began a strategic review after a failed Phase 3 trial.

TBPH $884M

Clark Street Value Mar 5 2 clicks

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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