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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Colin King on X
Activist idea: $MAT trades at $15 and is down 30% over 5yrs (earnings hammered with tariffs, supply chain, etc.) 3 top holders pushing for a sale CEO just left to join SKYD Authentic Brands and Zuru both rumored to be interested (L Catterton approached them 2 years ago too) Hmm...
JabroniCoin.USD on X
Greenlight on two additional sources of $CENX value: 1) Oklahoma smelter tariff incentive: CENX equity investment ~$760m, and will yield ~$225m annual subsidy 2) Recent EU smelter sale suggests Iceland could be sold for 65% of EV, making Century Aluminum 100% American
John_Hempton on X
@Stansberry @nickchodge $UUUU oh it is you...
Investor Letters
All letters- Minotaur Capital October 2026 CROX $7BHUT $6.6B
- Bell Asset Management October 2026 CRH $65BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $399MFNCHF $506M
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $32BSNSNF $1.8B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6BSN $31B
- Forager Funds Management October 2026 OFX $70MPLT $95M
- FCL Capital October 2026 ANPDF $28BCNSWF $50B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon
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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 $2.7 billion, while strategic business revenue rose 10% and reached 55% of…
A Call with Cogent ($CCOI) CEO Dave Schaeffer: Data Centers, the $700M Refi and Life After T-Mobile
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TransMedics: 2027 Setting Up To Be A Pivotal Year
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Conviction Queue 
I Called the YB CFO. Here’s What I Learned.
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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…
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AI is Heading for a Massive Oversupply: Top Hedge Fund Manager’s Prediction | David Orr
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Cat-Scratch Fervo
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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…
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OSW · short One Spa World
OneSpaWorld (OSW) faces about 37% downside as its valuation requires unattainable growth in average revenue per customer after major-market…
Seritage Growth Properties: Final Stages of Liquidation
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…
Super Micro Computer: The Story Is Getting Better And Better (Rating Upgrade)
Louis Gerard 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%.
CoreWeave (NASDAQ: CRWV) Stock Rating: Do Nothing After Q3 FY12/26 Earnings
CoreWeave reported 168% revenue growth to $3.66 billion, but $20.4 billion of trailing free cash outflow and $42.7 billion in net debt keep…
Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update
LandBridge’s Q3 revenue rose 39%, while newly acquired pore space could lift pro forma EBITDA and cut its 2027 EV/EBITDA multiple from…
Constellation Software 3Q26 Recap: When 2% is Good
Constellation Software’s 3Q26 organic revenue grew 2%, while $609 million of acquisitions and improving acquired-business margins supported…
CoreWeave: This still doesn’t look like a good business
CoreWeave's Q3 report leaves its data-center business looking structurally unattractive despite major changes since the prior earnings…
Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings
Joby Aviation reported $55.1 million in Q3 revenue, raised 2026 guidance to $135 million to $140 million, and expects FAA pilot training in…
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