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.
Monday, November 9, 2026
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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
A Capital on X
@VariantMkt What’s the $FUN catalyst? I’m still waiting for Travis Kelce to go full Gordon Gekko on them…
Adam D. Wyden on X
@ACapitalLP $CODI and $stgw right ?
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8B
- Forager Funds Management October 2026 TUA $525M
- FCL Capital October 2026 INTR $1.7BRSGN $881M
- Protean Funds October 2026 AAK $4.6BVIMGF $2.2B
- Bison Interests third quarter 2026 OILSF $949M
- 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
Floor & Decor 3Q26: Business Update
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Floor & Decor 3Q26 Business Update: Profitability Grows Despite Weak Sales
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Perimeter Group: 3Q26 Business Recap
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Perimeter Group 3Q26: A Decentralized Mini-Conglomerate
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Earnings Review: AMD, MELI, TIC, XPEL, ZTS
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Post Q3 EVC Update
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Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout
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CHWY · long Chewy INC
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WD 361: Brazil, JetBlue Bankruptcy, Mexican Airlines Merger
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Fountainhead 2 clicks
Signet Jewelers (SIG): The Next Dillard’s?
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I went through all 142 companies in Value Line this morning. Here are the 6 that made it
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ExlService: A Boring Compounder That Could Double
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TSOH Weekly Roundup (10/23/2026)
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Research & Analysis: ERock, Inc. (NYSE: EROC)
ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity…
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Sectors
Ordered by how often our editor reaches for them.
