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Monday, November 9, 2026

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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.

VICR $6.8B
CV's Substack 2 clicks

From X

@ACapitalLP

A Capital on X

Great additions. Was starting with the more liquid names. $CODI is absurdly undervalued, with asset sales a clear catalyst. $STGW is fascinating. Nobody knows it because it sounds like what British people call a bachelor party rather than well known peers WPP or Publicis, yet the underlying growth is exceptional. More management meetings lined up than I can ever remember seeing. Hard to imagine investors walking out of those anything but impressed…
@ACapitalLP

A Capital on X

Interesting catalyst situations I'm tracking into year-end: $FLEX – Axiom targets at Innovation Day (11/10) $KBR – KBR/Trinzic investor days (11/11–12) $WFRD – Delaware redomicile, S&P add? (11/13) $BAYN – Roundup settlement approval (any day) $VOYA – TCIM no-confidence vote (11/24) $PNW – APS rate case order (late Nov) $LYV – Tunney ruling + post-trial motions $MTN – ISS/GL on Oasis slate (early Dec) $COO – Q4 print under interim chair, Jana pushing a sale What am I missing?
@Adam_Wyden

Adam D. Wyden on X

Another sleeper factor of $STGW is that given what happened on Election Day, both parties are going to spend crazy amounts of money on ‘28 election. This spend will start in ‘27 as well. The EBITDA growth in ‘27 and ‘28 will be nothing short of breath taking with a high graded mix. 12x 2027 EBITDA of 650 is ~ 28.00 bucks. What if they do 800+ in ‘28? Upside to these numbers if they do more m/a in saas / digital transformation… the only thing that is TRANSFORMING is $STGW. How could potentially 20mm shares be short? @Mark_Penn @ballant11 @jayleveton @TheRoaringKitty @stoolpresidente @AKWilk @markminervini @ACapitalLP @AndrewYAVB @CorneliaLake @ChrisCamillo @citrini This is going much higher.

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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…

FND $5B
Speedwell Memos 1 click
YOU · short

Clear Secure INC

Clear Secure's Clear Plus subscription business is nearing maturity despite recent bookings strength, supporting a short thesis on YOU.

YOU $7.3B
Value Investors Club

RH - the Universe Intervenes?

RH’s debt-funded luxury expansion faces weakening demand, deeper member discounts and a balance sheet strained by $2.4 billion of net debt.

RH $2.5B
Brevarthan Research 1 click

Acuren Q2 Earnings review

Acuren's Q2 revenue rose 1.5% to $313.9 million before its NV5 merger; post-close selling drove TIC down 21% as management targets $20…

TIC $2.3B
Kairos Research

AAON

AAON shares have fallen 45% from November 2024 highs as core HVAC bookings weaken, while BASX supplies hyperscale data-center growth.

AAON $5.7B
Kairos Research

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