Wednesday, November 11, 2026

Expert Call | Lumentum & Marvell Deal

Marvell’s all-stock acquisition of Lumentum targets optical supply, DSP synergies and AI data-center demand, while adding fab integration, customer-retention and regulatory risks.

LITE $48B

P Equity Research 5h ago 2 clicks

7h ago LSAK $309M

Quick note on LSAK and GRPN

Mispriced Assets 3 clicks

8h ago DASH $79B

DoorDash’s FBA Moment

MBI Deep Dives 2 clicks

From X

@ACapitalLP 13m ago

A Capital on X

Yes. A clean break would be $GFL officially announcing the deal is dead. GTFO. No rationalizing that it’s still undervalued or convincing yourself it’s a negotiating tactic. A slow break is trickier, but there are usually warning signs. As the probability of your thesis playing out declines, you reduce exposure. As the evidence strengthens, you add…

@BarbarianCap 21m ago

Barbarian Capital on X

McCormick’s $65 Billion Unilever Foods Merger Could Harm Competition, U.K. Regulator Warns $MKC $UL

@BarbarianCap 24m ago

Barbarian Capital on X

Western Union Scraps $500 Million International Money Express Takeover $WU $IMXI

@BarbarianCap 27m ago

Barbarian Capital on X

Exclusive | United Airlines Is Banning AI Bots From Booking Flights $UAL

@junkbondinvest 59m ago

junkbondinvestor on X

$FRMI converts getting absolutely smoked... 10pts down since the election. Currently 20%+ YTM.

@ActAccordingly 1h ago

PAA Research on X

As the headlines and memes arrive fast and furious on this feed regarding the latest revelations on Jensen, one name from yesteryear keeps coming to mind: Hank Greenberg. Is Jensen the Hank Greenberg of this cycle? The circumstances of their departures are quite different, but the implications could have meaningful parallels. $AIG had its tendrils in EVERYTHING at the peak of Hank's powers, just as $NVDA is in every nook and cranny of the AI trade today. Both companies ascended to an endemic status in their respective industries because of their leader's guile, will, aggressive use of capital, and other "financing arrangements". We know what happened with $AIG and the financial system in the post Hank-era, what's in store for $NVDA and all of the AI ecosystem players that rely on Jensen's backstops and other forms of circularity?

@calvinblissett 1h ago

Calvin Blissett on X

$ZIM has been a position of mine for a few months now, quite boring in the best way. A good value investor hiding place in this market

@KEDM_COM 1h ago

KEDM.com on X

Bob Robotti @BobRobotti’s letters are always worth reading. He thinks the market is extrapolating weak homebuilding conditions into perpetuity at Builders FirstSource $BLDR and is overlooking the company's fundamental strengths, its potential for substantial cash generation, and the country's enormous long-term need for housing. Housing is one of the themes we always monitor closely.

WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon

WaterBridge grew Q3 revenue 16.9% year over year as Speedway Phase I lifted produced-water volumes, while pursuing large-scale data center…

WBI $1.4B

310 Value’s Newsletter 8h ago 2 clicks

Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

Lumen was upgraded to Accumulate after Q3 revenue fell 12% to $2.7 billion, while strategic business revenue rose 10% and reached 55% of…

LUMN $4.5B

Cestrian Capital Research 8h ago 1 click

I Called the YB CFO. Here’s What I Learned.

Yuanbao’s CFO says China’s new online-insurance rules target abusive sales practices, while Beijing increasingly frames commercial health…

YB $476M

Calvin Blissett 11h ago 2 clicks

Village Farms Well Positioned For Entry Into Texas Cannabis Markets (Rating Upgrade)

Village Farms posted record quarterly cannabis revenue, driven by international sales and expanded capacity, while positioning for Texas…

VFF $358M

Alan Sumler 11h ago 1 click

[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic

FICO is licensing mortgage scores directly to resellers, seeking pricing control as VantageScore competition and regulatory scrutiny…

FICO $15BPAYC $11B

scuttleblurb 12h ago 3 clicks

Cat-Scratch Fervo

Fervo Energy raised $2 billion in its May IPO, then fell nearly 70% below issue price after a Morpheus short report, despite targeting 1 GW…

FRVO $2.3B

Doomberg 15h ago 4 clicks

Adobe: A Cash-Secured Put Turns AI Fear Into A Lower Entry Price

Adobe's compressed 10x non-GAAP EPS multiple reflects AI monetization and ARR-growth concerns; cash-secured puts at $210 or $200 target a…

ADBE $93B

Tim Travis 17h ago 1 click

Another High-Premium, Multi-Billion-Dollar Canadian Oil Deal

Strathcona Resources will acquire Greenfire Resources for C$2.8 billion including debt, valuing the Canadian heavy-oil producer at up to a…

GFR $1.4B

Bison Insights 35h ago 2 clicks

Super Micro Computer: The Story Is Getting Better And Better (Rating Upgrade)

SMCI $18B

Louis Gerard 20h ago 1 click

Sea Ltd Earnings Update: Q3 2026

Sea Ltd reported Q3 2026 revenue of $8.6 billion, up 43.4% year over year, while net income rose 34.0%.

SE $48B

SixSigmaCapital: Navigating the Financial Markets 23h ago 4 clicks

AEM · long

Agnico Eagle Mines LTD

AEM $93B

Value Investors Club May 31 1 click

Kazakhstan, Japan, and Trimming a Winner

Kaspi.kz’s 850 KZT ADS dividend establishes a roughly 9% yield after Hepsiburada spending; Japanese buyback disclosures test whether 0.61x…

KSPI $17B

Cluseau Research Mar 2 2 clicks

Portfolio Update February 2026

Constellation Software and Roper Technologies became 13% and 16% holdings after an AI-driven software selloff, while Ashtead and Kraft…

ROP $49B

D Invests Mar 2

Is the Airline Industry Really That Bad? – AerCap and A Case of Sandbagged Guidance

AerCap sells aircraft at 2x book value and repurchases stock near 1x book, cutting shares outstanding 31% in three years.

AER $27B

Bristlemoon Capital Mar 2 1 click

Sleep Well Portfolio (Feb 2026) - Software AI risk Assessed

Sleep Well Portfolio cuts SPS Commerce after assessing AI risk across 12 software holdings, finding deterministic, rule-based data…

SPSC $2.9B

Sleep Well Investments Mar 2

Alta Fox XPEL Presentation

XPEL targets 26% EBIT margins by FY28 after its 2022-2025 investment cycle, with Alta Fox projecting roughly doubled EPS from FY25.

XPEL $1.1B

Research - Alta Fox Capital Mar 1

APi Group: How the story has evolved and what's next

APi Group hit its 13/60/80 targets in 2025, reporting $7.9 billion revenue, 13.2% EBITDA margin and 80% free-cash-flow conversion, then set…

APG $17B

Kairos Research Feb 26 1 click

Coffee Money From the CaSaaStrophe: DCBO and YEXT Odd-Lot Tenders

Docebo and Yext odd-lot tenders prioritize holders under 100 shares; DCBO offers $20.40 per share, though Canadian deemed-dividend…

DCBO $758MYEXT $755M

Rod’s Ruminations Feb 26

Wealthfront Corporation - NASDAQ:WLTH

Wealthfront, a $93 billion automated investing platform, trades at 6-7x EV/FCF after falling over 40% since its December 2025 IPO.

WLTH $1.7B

Obscure Stocks Feb 23 2 clicks

Mispriced Domino’s Mention Contract: Kalshi Traders Haven’t Ordered This Yet!

Domino’s Q4 2025 Kalshi contract prices “craveable” at 37%, while First Strike’s transcript model assigns 68.4% before social-sentiment…

DPZ $11B

First Strike Research Feb 22

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Wednesday, November 11, 2026

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