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 41h ago 8 clicks

43h ago GLOO $291M

GLOO, part two

Guardian Research 4 clicks

Oct 21 CRWV $34B

CoreWeave: It’s Not Dying, Not Anytime Soon

Capitalist Letters 41 clicks

From X

@aleabitoreddit 34h 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 34h 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 34h ago 2 clicks

Deep Sail Capital on X

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

@finphysnerd 36h ago 2 clicks

Myles on X

Shorting staples here pretty aggressively, which have gone on a big run. $XLP broadly but $KO and $WMT particularly.

@BarbarianCap 36h ago 2 clicks

Barbarian Capital on X

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

@BarbarianCap 36h ago 1 click

Barbarian Capital on X

Abbott to Carve Out Nutrition Business Into Independent Company $ABT https://t.co/vfIBMkfQSh

@BarbarianCap 36h 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 37h ago 1 click

Raging Capital Ventures on X

@alphaporgs I own a lot of $CMCSA.

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 Oct 21 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

ServiceNow: The Shift From Seats To 'Assists' Uncaps Exponential Growth

ServiceNow is shifting from seat-based subscriptions to usage-based AI “Assists,” expanding revenue potential across its enterprise…

NOW $152B

Raul Shah Oct 21 11 clicks

Use of AI is boosting Snowflake’s revenue while mortal companies may take longer

Snowflake says internal AI use is lifting revenue and profit, while customers show early implementation success.

SNOW $111B

The Technology Letter Oct 20 11 clicks

Netflix Earnings, Business or Franchise, Disney’s Deal

Netflix’s earnings raise questions about whether its growth profile still merits a franchise valuation, alongside discussion of Disney’s…

DIS $193B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 20 8 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.

NVO $176BMANE $5.3B

Cestrian Capital Research Oct 20 41 clicks

RTX Corporation (NYSE: RTX) Q3 FY12/26 Earnings Update - Accumulate, Record $340bn Backlog, Zones And Stop Inside

RTX reported 11% sales growth to $25.0 billion, raised 2026 guidance and reached a record $340 billion backlog, while free cash flow fell…

RTX $259B

Cestrian Capital Research Oct 20 9 clicks

GPK · long

Graphic Packaging Holding CO

Graphic Packaging (GPK) is pitched as a long with $22 fair value, implying roughly 100% upside, based on its low-cost paper-based packaging…

GPK $2.6B

Value Investors Club May 31 2 clicks

Single Stock Spotlight #6: Huntsman (HUN)

Huntsman’s $800-$900 million mid-cycle EBITDA and 8-10x historical EV/EBITDA imply $30-$40 per share, versus roughly $13, after a chemicals…

HUN $1.5B

Hidden Rock Capital's Newsletter Apr 8

Bread Financial ($BFH): When You Outsource Everything Except the Downside

Bread Financial is a short thesis centered on outsourcing operations while retaining downside risk.

BFH $3.9B

Shallow Dives Apr 7

Three Transactions in 48 Hours: ESRT Is Reshaping the Portfolio

Empire State Realty Trust bought a vacant $46 million Williamsburg retail property and refinanced 10 Union Square East with a $53.5…

ESRT $1.3B

Orphan REITs Apr 7

Updates: Judges Scientific, Jet2, XPEL (JDG, JET2, XPEL)

Judges Scientific reported 6% organic revenue growth, but US sales fell 22%; NIH funding release and a Geotek coring expedition are its key…

XPEL $1.2B

Hidden Gems Investing Apr 7 2 clicks

Why Nike ($NKE) Won't Make It Into the Bearhold Universe

Nike is excluded from Bearhold’s universe because cultural relevance and consumer taste drive demand, leaving its revenue model less…

NKE $56B

Bearhold Research Apr 5 1 click

Future-proofing A Portfolio (An Excerpt From Our Recent Letter)

Eagle Point favors McKesson, AutoZone and other physical-network businesses with durable demand, scale moats and lower disruption risk than…

MCK $118B

Eagle Point Capital Apr 4

Under the Hood, Copart ($CPRT)

Copart’s salvage-auction network pairs scarce storage land with global online bidding, supporting insurer returns and a durable moat…

CPRT $26B

Bearhold Research Apr 3 1 click

The $55,000 Shell Company That Became a $480M Healthcare REIT

Chiron Real Estate (XRN), a $480 million healthcare REIT, trades at 7.3 times AFFO amid a ticker change, reverse split, dividend cut and…

XRN $385M

Orphan REITs Apr 3

AXT’s Tongmei Problem: Great Asset, Fragile Economics

AXT’s 85.5%-owned Tongmei depends on offshore pricing, export approvals and transfer-pricing economics despite AI-optics demand.

AXTI $3.9B

Maius Partners Apr 2 7 clicks

Wednesday, October 21, 2026

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