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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 1 click

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
WRBY · long

Warby Parker

Warby Parker's $25 valuation does not capture potential upside from smartglasses alongside its core omnichannel eyewear business.

WRBY $3.3B
Value Investors Club 3 clicks

You Understand Now, Why You Came This Way

Brazil’s October 25 runoff puts Bolsonaro’s likely victory at the center of a bullish regional-stock case; Golar LNG (GLNG) also reports…

GLNG $4.5B
WHAT ARE WE DOING? “Contrarians At The Gate” 3 clicks

TSOH Weekly Roundup (10/09/2026)

Paramount Skydance’s debt-heavy Warner Bros. Discovery acquisition, streaming bundle pricing and alcohol-industry diversification anchor…

SKYD $9.4B
TSOH Investment Research

Thursday Tailwinds #10: 8 Oct 2026

US aluminium tariffs, European glass automation and Foraco’s constrained drilling fleet create multi-year pricing tailwinds, with Century…

CENX $3.3B
Trade Ideas Flow 3 clicks

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