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 34h ago 8 clicks

35h ago GLOO $291M

GLOO, part two

Guardian Research 4 clicks

41h ago CRWV $34B

CoreWeave: It’s Not Dying, Not Anytime Soon

Capitalist Letters 41 clicks

From X

@aleabitoreddit 27h 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 27h 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 27h ago 2 clicks

Deep Sail Capital on X

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

@finphysnerd 28h 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 28h ago 2 clicks

Barbarian Capital on X

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

@BarbarianCap 28h ago 1 click

Barbarian Capital on X

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

@BarbarianCap 29h 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 30h 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 41h 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

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

FTAI · long

Ftai Aviation LTD

FTAI Aviation, valued near $23 billion at roughly $226 per share, is presented as a long investment.

FTAI $17B

Value Investors Club Jun 11

British American Tobacco: Narrowed

British American Tobacco targets 2 to 2.5x leverage by year-end as U.S. Vuse sales grow double digits and modern oral volumes rise 57.5% in…

BTI $130B

Invariant Aug 2

FTAI update.

FTAI Aerospace margins fell to 28.5% as it pursues airline market share, while Power signed a $1.465 billion hyperscaler order and targets…

FTAI $17B

Kairos Research Aug 1 1 click

Appearance The Stansberry Investor Hour Podcast

The Stansberry Investor Hour features a discussion of Constellation Software’s AI prospects and Natural Resource Partners.

NRP $1.5B

Eagle Point Capital Aug 1

Altria: The Clock Ticks More Loudly

Altria’s Q2 2026 results sent shares down 9.3%, as segment performance and competitor news outweighed its low-teens P/E and roughly 6%…

MO $125BPM $313B

Librarian Capital's Research Library Aug 1

Vistance Networks (NASDAQ: VISN)

Vistance Networks plans a large post-Ruckus-sale dividend, leaving Aurora Networks valued below 4x guided EBITDA after $1.88 billion of…

VISN $1.4B

Triple S Special Situations Investing Jul 31 7 clicks

SoFi Technologies (NASDAQ: SOFI): Building the Bank of the Future — and the Market Just Handed Us the Entry

SoFi is GAAP-profitable for 11 straight quarters, with $14.8 billion in quarterly loan originations and over $45 billion in deposits…

SOFI $19B

Substack von Philipp Jul 31 1 click

TSOH Weekly Roundup (07/31/2026)

Tractor Supply cut FY26 guidance and plans to close 75 Petsense stores; Sazerac’s Brown-Forman bid was rejected as prediction markets…

TSCO $17B

TSOH Investment Research Jul 31

Cematrix Corp ($CEMX.TO) FINS Review

Cematrix posted record Q2 revenue of $18.7 million, up 76%, and $3.5 million of net income, while backlog fell 9% from year-end.

CTXXF $51M

Wolf's Substack Jul 31 2 clicks

[OTCM] Listings for the rest of us

OTC Markets gives smaller, distressed, and lightly disclosed companies a trading venue outside NYSE and Nasdaq, with lower listing barriers…

OTCM $632M

scuttleblurb Jul 31 3 clicks

Wednesday, October 21, 2026

Serenity on X

Myles on X

Deep Sail Capital on X

Myles on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Raging Capital Ventures on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 54 of 247

X accounts we follow

Investor letters we follow

Sectors