TSOH Weekly Roundup (10/30/2026)
Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.
Friday, October 30, 2026
Back to today 
From X
Undiscovered Compounders on X
Copart’s $1.9B Bet on ACV Auctions: a Deep Dive $CPRT $ACVA https://t.co/Z3ICni26v1
Undiscovered Compounders on X
Copart $CPRT just acquired $ACVA for $1.9B. The filings came out on the 17th, and I've spent 12 hours a day analyzing everything since. I read so much my eye drops stopped cutting it, had to switch back to vitamin A for the dry eyes. As usual, the reality is way more complicated than anything I've seen on social media so far. I break it all down, and what it means for my Copart thesis. Have fun. (Link in bio/below.)
JabroniCoin.USD on X
Bernstein on CXMT: “We believe a new fab of max capacity at 100k wpm is being built in Shanghai now, & is due to begin production early next year. There is no mention of this fab in any company filings” Models capex rising 70% YoY through ‘28 to $35B CXMT capex is $ACMR revenue https://t.co/rQXi6eh7PX
Dalius - Special Sits on X
$PRTH +34% pre-market after Priore raised the bid to $8.05/sh. Def. deal now signed after ~10 months. With Priore controlling ~55%, this looks largely done. Two very lucrative trades for SSI: +30% first time around, then +40% after re-entering on the pullback. Full pitch👇 https://t.co/EBiGxWJZf2
JabroniCoin.USD on X
$ACMR seems to be the simplest way to play the inevitable CXMT/YMTC ramp https://t.co/NlvTBGCZSr
A Capital on X
@BetterIRR Q: Where does $CODI trade if they execute a major asset sale before year-end? https://t.co/JhnAKOI3hl
Dalius - Special Sits on X
$PDEX looks like a stable medtech biz with robotics upside thrown in almost for free - Largest customer extended through 2028 - Exclusive hardware partner for Zimmer Biomet’s mBôs platform - Recurring procedure-linked sales - CVRs could add ~$6.80/shr Pitch by @CaptnKirk13 https://t.co/SItNIqKB1K
Investor Letters
All letters- Curreen Capital July–September 2026 CLVT $1.4BAAP $2.9B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.7BCALY $2.8B
- East 72 Period to 30 September 2026 AVOL $8.1BFCODF $4.5B
- Broyhill Asset Management third quarter 2026 MFP $1.9BVVV $4.3B
- Alluvial Capital Management Third Quarter 2026 BSVN $553MFTLF $75M
- 1 Main Capital third quarter 2026 BFIT $2.2BHGV $3B
- Polaris Capital Management Third Quarter 2026 G $6.6BLKQ $5B
- Langdon Equity Partners Q3 2026 LOECF $740MATS $1.9B
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