Roblox: Capture This Moment
Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.
Monday, November 9, 2026
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From X
Dalius - Special Sits on X
@kingdomcapadv I still cannot believe something happened to $CKX This must be AI slop😅
Lee Roach on X
Just incredible $CKX
A Capital on X
Every single investment professional is adding $NVDA in the PA today…
Lee Roach on X
I’ve been covering $CKX forever. In April you could have owned this basically for free. The market was giving zero value to it even after a great land sale. Basically a pile of cash and land. Now Brad Jacobs is injecting $1 billion into it. Wow.
Lee Roach on X
I wrote up CKX Lands $CKX on January 21, 2026 after an asset sale the market missed. I woke up today and saw that Brad Jacobs is investing $1 billion into the company and becoming Chairman. Congrats to all longs. What an incredible outcome here. Stock flying.
SG on X
@CHItrader EV charging remains a terrible business, even if $CHPT is having a moment
Investor Letters
All letters- 1851 Capital October 2026
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Forager Funds Management October 2026 OFX $70MPLT $96M
- Rathbones October 2026 SBGSF $143BSIEGY $237B
- FCL Capital October 2026 453950 ANPDF $28B
- Brummer & Partners October 2026
- Protean Funds October 2026 AAK $4.6BLFABF $13B
- QuantStreet Capital October 2026
Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness
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NEW POSITION: Google LEAPS
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Ouster Q3 FY12/26 Earnings Review (OUST) - Stock Rating: Accumulate
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Floor & Decor 3Q26: Business Update
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ADCT · long Adc Therapeutics SA (adct)
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Hippo Holdings ($HIPO): The Insurtech That Stopped Chasing Hype and Started Making Money
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You Understand Now, Why You Came This Way
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Expert Call | HDDs - Supply, LTAs, Toshiba Expansion
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Advanced Micro Devices (NASDAQ: AMD) Stock Rating: Hold Into Q3 FY12/26 Earnings
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One Thing I Learned: GameStop is a Real Business Now
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BREAKING: Muse Growth Slows as Downloads Fall
Meta’s Muse saw downloads fall 8.1% week over week, while daily user additions slowed 62.4% to about 74,000 in early October.
Deckers: A 9% Earnings Yield With Q2 Approaching
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Ordered by how often our editor reaches for them.
