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
Barbarian Capital on X
10/n @bloggingsbyboz with @tracyalloway @TheStalwart Covers the election in Brazil, Venezuela++ $EWZ $ILF $ARGT
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
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…
Park Hotels & Resorts: Progress On Renovation Strategy In Q3, While Occupancy Grows
Park Hotels & Resorts grew Q3 occupancy and RevPAR as renovations supported group and leisure demand, while leverage, Hawaii exposure and…
Albert Anthony 3 clicks
Blackbaud CEO: We will prove AI is a ‘tailwind’
Blackbaud CEO says AI will be a tailwind for the nonprofit software and services provider.
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.
Post Q3 EVC Update
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout
Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…
Entravision Q3 Update
Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…
VITL · long Vital Farms INC
Vital Farms is a long idea after bird flu-driven egg supply losses coincided with a structural shift.
LXS.DE: a 2028 sale it can force
Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.
Sell Eagle Point Credit Now - Match The Loss With Portfolio Gains To Lower Income Taxes
Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.
Anthony Cataldo 5 clicks
Build-A-Bear: A Narrower Path
Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.
The Monday Morning Briefing: Meta, Tesla, Netflix, P&G on Deck
Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…
LendingTree (NASDAQ: $TREE) – A Cyclical Comeback Story Priced as if the Cycle Never Turns
LendingTree derives roughly two-thirds of revenue from insurance and trades near 4 times expected adjusted earnings despite record revenue,…
Our Q3 2026 Update: Our Companies (OXY, RIG, VAL)
Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.
Undercovered Dozen: Hess Midstream, Iovance Biotherapeutics, Netlist, And More
Hess Midstream, Iovance Biotherapeutics, Netlist and nine other lesser-covered stocks make this week’s Undercovered Dozen.
The Undercovered Dozen 16 clicks
Semtech Analyst Day Review
Semtech raised Q3 guidance and targets $3.2 billion of fiscal 2030 revenue, excluding upside from its AI data-center optical and copper…
Aya Gold & Silver Stock: The Story Just Got Better
Aya Gold & Silver quadrupled Zgounder production, lifting shares 331% since early 2025, while Boumadine targets another fourfold increase…
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Ordered by how often our editor reaches for them.
