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 28h ago 8 clicks

30h ago GLOO $291M

GLOO, part two

Guardian Research 3 clicks

35h ago CRWV $34B

CoreWeave: It’s Not Dying, Not Anytime Soon

Capitalist Letters 41 clicks

From X

@aleabitoreddit 21h 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 22h 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 22h ago 2 clicks

Deep Sail Capital on X

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

@finphysnerd 23h 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 23h ago 2 clicks

Barbarian Capital on X

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

@BarbarianCap 23h ago 1 click

Barbarian Capital on X

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

@BarbarianCap 23h 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 24h 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 36h ago 9 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 42h ago 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 43h ago 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 $166M

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 $79M

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 $172BMANE $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

BUR · long

Burford Capital Limited

Burford Capital is presented as a long investment idea.

BUR $680M

Value Investors Club Jun 26 5 clicks

Preview of the Week Ahead: W/C August 31, 2026

The week of August 31 features U.S. manufacturing, jobs and services data, while the S&P 500 and Nasdaq hold above key moving averages and…

COIN $45B

SixSigmaCapital: Navigating the Financial Markets Aug 30

Ultragenyx ($RARE): A Catalyst-Driven Thesis With Asymmetric Upside

Ultragenyx targets $730-760 million of 2026 revenue after GENGLYCOS approval, with UX111’s FDA decision and GTX-102 Phase 3 data due in…

RARE $1.6B

Hated Moats Aug 30

Three small caps from my watchlist (August 2026)

EverQuote, an $864 million digital insurance marketplace, and PAR Technology, an $808 million restaurant software provider, lead a…

EVER $801MPAR $722M

Inglenook Growth Aug 30

Tidewater (TDW): The $225,000 Boat They Laughed At Built the Biggest Fleet on Water

Tidewater’s 200-vessel offshore fleet trades at 40% of replacement cost as the global orderbook sits at 4% of supply, versus 34% last cycle.

TDW $4B

Cannibal Stocks Aug 30

PAHC 2026-08-30

Phibro Animal Health: Zoetis Integrated And Better Cash Flow Ahead

Phibro Animal Health’s Zoetis MFA acquisition broadens its vaccines, nutrition and companion-animal businesses, while Chicago Heights…

PAHC $1.6B

Myriam Alvarez Aug 30 2 clicks

Is IREN Fucked? (Q4 Earnings Thoughts)

IREN says contracted AI-cloud ARR will rise from $1 billion to $4 billion by year-end, supported by GPU customer prepayments, financing and…

IREN $11B

Daniel Romero Aug 29 1 click

Burry on Build-A-Bear, Part 1

Michael Burry on Build-A-Bear Workshop, Part 1.

BBW $303M

Cassandra Unchained Aug 29 2 clicks

Veeva 2Q’26: “SaaSpocalypse” Cancelled

Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached…

VEEV $52B

MBI Deep Dives Aug 29 11 clicks

BE 2026-08-29

Bloom Energy: 5 Links That Cannot Break

Bloom Energy’s 80x forward earnings valuation relies on concentrated megaprojects, sustained AI data-center power demand and continued…

BE $67B

Valuation Rewind Aug 29 3 clicks

Wednesday, October 21, 2026

Serenity on X

Myles on X

Deep Sail Capital on X

Myles on X

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Barbarian Capital on X

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Raging Capital Ventures on X

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