Vicor Update, Part Four
Vicor’s Federal Circuit hearing put Foxconn’s disputed patent license under pressure, reinforcing its AI server royalty model and licensing leverage.
Sunday, November 8, 2026
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From X
Ian Bezek on X
@LatamData Medellín will keep taking relative share from Bogota. Underappreciated driver for $asr
BDC on X
@AltaFoxCapital @DeepSailCapital $SNAP
Ian Bezek on X
@burningbushcap $CIB is a quarter of the Colombia ETF, $AVAL is 4%. Need folks to go stock-picking in individual names, right now, people are mostly buying the index.
DOMO Capital Management, LLC on X
$CPB is completely uninvestible for as long as Marc Lautenbach remains on the Board of Directors. Have been telling people this for over a year now... Just look at $PBI performance over his career and then from the moment he "left" the CEO position... https://t.co/Px6gacUNjZ
Colin King on X
Another consumer staples dividend cut... $CPB reducing dividend by 36% (CAG cut theirs in half) https://t.co/VVVvo0Gh8k
Evan Tindell on X
Dang I missed this one -- Nielsen CEO $NIQ almost bottom ticked it at $9 https://t.co/Zh7pIvOHua
Adam D. Wyden on X
Looks like Benchmark / StoneX agrees with our analysis. Not $VVV. Our SOTP on 2027 numbers gets us to nearly 40.00. Too cheap. $DRVN https://t.co/cA9wdjgNE1
PAA Research on X
@StockJabber @hntrbrkmedia I saw your email on for-profit education names that could be exposed to AI. We have written extensively on the bear case for $LOPE $CVSA $STRA $PRDO and others. AI is only ONE OF MANY ISSUES the industry now faces, in my view.
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8B
- Protean Funds October 2026 AAK $4.6BVIMGF $2.2B
- Invesco — Discovery Fund Q3 2026 MOD $5.2BSMTC $8.5B
- Akre Capital Management, LLC Third Quarter 2026 TOI $6.1B
- Allspring Global Investments Q3 2026 3406 $2.8B
- Pendelhaven Asset Management B.V. Q3 2026 ALM $2.5BJXN $8.8B
- Chautauqua Capital Management Q3 2026 TMNSF $6.8B
- Night Watch Investment Management Q3 2026 AZLGF $3.3BIMCDY $6.7B
Floor & Decor 3Q26: Business Update
Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…
Floor & Decor 3Q26 Business Update: Profitability Grows Despite Weak Sales
Floor & Decor's 3Q26 sales rose 3% while comparable sales fell 1.4%; it slowed 2027 openings to 10-15 as high mortgage rates pressure…
Perimeter Group: 3Q26 Business Recap
Perimeter Group posted 24% revenue growth to $390 million as fire-safety contracts and acquisitions lifted results, while it brings PDI…
Perimeter Group 3Q26: A Decentralized Mini-Conglomerate
Perimeter Group's third-quarter revenue rose 24% to $390 million as fire safety recovered and Specialty Products grew 84%, while…
Earnings Review: AMD, MELI, TIC, XPEL, ZTS
AMD’s data-center revenue rose 97%, while MercadoLibre, TIC Solutions, XPEL and Zoetis also report quarterly results.
(Idea) Transocean - Near-Term Results Obscure A Brighter Future
Transocean’s 25.6% selloff reflects oil-market shorting and weak Q3 headlines, while debt reduction after the Valaris acquisition could…
Alpha Metallurgical Resources (AMR): Q3 2026 Earnings
Alpha Metallurgical posted a third consecutive quarterly loss as High Vol A coal margins fell to $14 a ton, while director Kenneth Courtis…
A clear solution to the “problem”
Shift4’s Q3 met guidance, but organic growth is decelerating, management credibility is weakening and leverage reduction remains too slow.
Undercovered Dozen: NNN REIT, Weyerhaeuser, Vicor, And More
Vicor earns a Strong Buy after record Q3 results and AI gains, while QXO falls to Hold over capital structure and execution risk.
The Undercovered Dozen 2 clicks
TransMedics Group Inc Earnings Update: Q3 2026
TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.
MTMTY · short Metlen Energy & Metals PLC
Metlen Energy & Metals faces a 40% short case centered on its overpriced aluminium, alumina and Greek power businesses.
JFrog soars, Innodata’s robotics, Quantum duopoly
JFrog jumped 35% to $100.44 after another beat-and-raise quarter, joining the TL20 Special Situations group.
Problems at Twist Bioscience (TWST)
Twist Bioscience’s $200 rebound followed an Anthropic-linked short squeeze, yet its DNA and protein services face broad competition while…
VSH Earnings Review
Vishay reported record Q3 revenue of $979 million, up 24%, and guided Q4 to about $990 million as rising backlog and margins contrast with…
This Week in Special Situations: Lear, AutoNation, NexPoint, AudioCodes, Xponential Fitness
AutoNation, Lear, NexPoint, AudioCodes and Xponential Fitness lead a 52-situation screen spanning buybacks, insider purchases, M&A and…
Warrior (HCC): Q3 2026 Earnings
Warrior Met Coal’s Blue Creek mine cut costs to about $93 a ton, offsetting a wider discount for High Vol A coking coal as US supply…
New Ideas From The Road
Aurelion Research increased healthcare exposure and sees opportunities in banking and defense, alongside research on Alcoa, Nike, ONON and…
Site Centers (NYSE:SITC)
Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties…
Hedge Fund Manager David Orr Shares His Approach to Investing & Risk Management
David Orr describes running Militia Capital’s roughly 500-stock long-short portfolio, using expected value, correlation and factor…
What AI Bubble? AXT Reports Record Q3 Revenue And Positive Forward Outlook (Rating Downgrade)
AXT reported record Q3 revenue as AI data-center demand for indium phosphide drives supply agreements and capacity expansion.
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Sectors
Ordered by how often our editor reaches for them.
