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.
Wednesday, November 11, 2026
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Investor Letters
All letters- Asset Value Investors Ltd October 2026 6727 $597M9742 $318M
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- Bell Asset Management October 2026 CRH $65BEXPGF $34B
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- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6BSN $31B
- Forager Funds Management October 2026 TUA $525M
- FCL Capital October 2026 ANPDF $28BCNSWF $50B
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Sectors
Ordered by how often our editor reaches for them.
