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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Calvin Blissett on X
@RockwoodNotes @loneelmcapital Love the equity yield curve mental model, grows more and more relevant daily. Your $OMC thesis is they are insulated from AI because they have become akin to a warehouse of ad data? Dispensing it and holding it and tracking it for a fee. Thoroughly enjoy your content
Fajasy on X
Why I like Toast $TOST 🍞 - Mr.Bread https://t.co/tIjMjCrYfT
Barbarian Capital on X
14/n Ivy Zelman on housing (of course) on @dmoses34 @onthetapepod $ITB $XHB Builders, labor, rates, Fannie/Freddie https://t.co/gsTIjHL1zi
Barbarian Capital on X
10/n @bloggingsbyboz with @tracyalloway @TheStalwart Covers the election in Brazil, Venezuela++ $EWZ $ILF $ARGT https://t.co/n9UnOA2Nnf
Barbarian Capital on X
3/n $HOOD CEO @vladtenev on @NoPriorsPod This is the most innovative brokerage by far; expanding ownership (incl via tokenization); also math/math models, origin story https://t.co/nz0sEy5A50
A Capital on X
@VariantMkt What’s the $FUN catalyst? I’m still waiting for Travis Kelce to go full Gordon Gekko on them…
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Forager Funds Management October 2026 TUA $525M
- Rathbones October 2026 SBGSF $143BSIEGY $237B
- FCL Capital October 2026 ANPDF $28BBKNG $122B
- Protean Funds October 2026 AAK $4.6BLFABF $13B
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 MOD $5.2BSMTC $8.5B
- Akre Capital Management, LLC Third Quarter 2026 BN $96BCNSWF $53B
Expert Call | EMIB-T Packaging, Glass Core Roadmap & 2027 ABF Substrate Supply Outlook
Intel’s EMIB-T, glass-core roadmap and 2027 ABF substrate supply outlook are the focus of an expert call.
Ouster Q3 FY12/26 Earnings Review (OUST) - Stock Rating: Accumulate
Ouster grew Q3 revenue 50% to $59.3 million, shipped 27,000 sensors and guided Q4 revenue to $61 million to $64 million while posting a…
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…
Kimberly-Clark: Short-Term Worries Create A Buying Opportunity (Rating Upgrade)
Kimberly-Clark’s Kenvue merger targets $1.9 billion in synergies by 2029, supporting roughly 6% long-term EPS growth and continued dividend…
Gary Gambino 1 click
Blackbaud CEO: We will prove AI is a ‘tailwind’
Blackbaud CEO says AI will be a tailwind for the nonprofit software and services provider.
Procore CFO: Now we scale the business
Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.
Diageo: First Quarter on Dave’s Plan Wasn’t Too Drastic
Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround…
Tower Semiconductor Update, Part Two
Tower Semiconductor reported $526 million in quarterly revenue and extended photonics contracts through 2029, while its low-loss silicon…
Perimeter Group: 3Q26 Business Recap
Perimeter Group posted 24% revenue growth to $390 million as fire-safety contracts and acquisitions lifted results, while it brings PDI…
STRL · short Sterling Infrastructure INC
Sterling Infrastructure short pairs STRL against EME and FIX, arguing data-center sitework contractors lack the margin upside available to…
Cracks in the Coconuts: Why Vita Coco’s ($COCO) Growth Narrative is Spoiling
Vita Coco’s growth narrative is deteriorating, supporting a short thesis on COCO.
Portfolio Update March 2026
Portfolio adds Nomad Foods and Judges Scientific, increases Constellation Software, trims Roper, and exits UnitedHealth after a 4.57% March…
It Pays to be a Winner: Our ML model and social research layer just went 14-for-16 on Nike’s Q3 call. (Kalshi, Mentions)
First Strike Research’s ML and social-sentiment system correctly called 14 of 16 Nike Q3 Kalshi contracts, reporting 208¢ net P&L.
Why Lindblad's Record Year Should Terrify Its Shareholders
Lindblad's record year is the basis for a short thesis against LIND.
AI turned my Report into a Video
Google’s NotebookLM turned a 30-page Douglas Dynamics report into an 8-minute video, while Custom GPTs screen earnings transcripts for…
Alta Fox PBH CN Presentation
Premium Brands Holdings faces margin expansion and free-cash-flow growth as a six-year investment cycle ends, while Alta Fox says its…
Hasbro Isn't a Toy Company Anymore. That's the Problem.
Hasbro’s shift beyond toys is framed as the core problem for the company.
Notes On Next PLC FY26 Results
Next reported FY26 EPS growth of 17% and free-cash-flow growth of 11%, with international expansion, third-party commissions and online…
Nike Earnings Mentions Contracts: Our Analysis, and Fair Value Pricing Model.
First Strike prices Nike’s Q3 “Express Lane” mention at 20-25¢ versus Kalshi’s 66¢, citing the retired Mark Parker-era supply-chain program…
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Ordered by how often our editor reaches for them.
