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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From X
@BarbarianCap Barbarian Capital on X
McCormick’s $65 Billion Unilever Foods Merger Could Harm Competition, U.K. Regulator Warns $MKC $UL
Barbarian Capital on X
Western Union Scraps $500 Million International Money Express Takeover $WU $IMXI
Barbarian Capital on X
Exclusive | United Airlines Is Banning AI Bots From Booking Flights $UAL
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
Raging Capital Ventures on X
I haven’t had this much (negative) engagement with a short idea since I pitched $ASTS back in January around $90 per share ($36 today). Are there really that many retail folks long $SPCX, or are these just bots?
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 PNI $2.6B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $32BNOW $106B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6BSN $31B
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BBKNG $122B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
My largest position is now a healthcare stock with 195% upside to my target
An unnamed healthcare company became the portfolio’s largest position at 8%, with a $130 target implying 195% upside despite broken…
TransMedics: 2027 Setting Up To Be A Pivotal Year
TransMedics targets multi-organ transplant growth through 2027 trials, OCS Kidney and European expansion after Q3 revenue rose 41% to $203…
Conviction Queue 
[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic
FICO is licensing mortgage scores directly to resellers, seeking pricing control as VantageScore competition and regulatory scrutiny…
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…
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…
Tim Travis 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 $609 million of acquisitions and improving acquired-business margins supported…
CoreWeave: This still doesn’t look like a good business
CoreWeave's Q3 report leaves its data-center business looking structurally unattractive despite major changes since the prior earnings…
MIDD · long Middleby CORP
Middleby trades at about 11 times EBITDA, below its history and peers, as a sharper management focus is expected to address the commercial…
Why Lindblad's Record Year Should Terrify Its Shareholders
Lindblad's record year is the basis for a short thesis against LIND.
Alta Fox PBH CN Presentation
Premium Brands Holdings faces margin expansion and free-cash-flow growth as a six-year investment cycle ends, while Alta Fox says its…
Hasbro Isn't a Toy Company Anymore. That's the Problem.
Hasbro’s shift beyond toys is framed as the core problem for the company.
ServiceTitan ($TTAN): The IPO Hangover Has Only Just Begun
ServiceTitan faces slowing growth, a rich valuation, accounting concerns, executive turnover and stock sales by management and legacy…
Notes On Next PLC FY26 Results
Next reported FY26 EPS growth of 17% and free-cash-flow growth of 11%, with international expansion, third-party commissions and online…
Nike Earnings Mentions Contracts: Our Analysis, and Fair Value Pricing Model.
First Strike prices Nike’s Q3 “Express Lane” mention at 20-25¢ versus Kalshi’s 66¢, citing the retired Mark Parker-era supply-chain program…
Water and Power: The Dual Engines Driving LandBridge’s Explosive Growth
LandBridge outlined $300 million in pore-space free cash flow within five years; its Permian data-center project remains proof of concept.
Global Spirits: Q425 Earnings Update
Campari posts three consecutive quarters of accelerating organic sales growth while Diageo and Pernod face deleveraging pressure, with…
Single Stock Spotlight #5: Core Natural Resources (CNR)
Core Natural Resources (CNR) trades at 6 times normalized free cash flow, with export thermal coal exposure positioned for LNG disruption…
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Adam Schadt
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Lee Bailey
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Marc Gerstein
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Mike Arnold
Mike Zaccardi, CFA, CMT
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PropNotes
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Rubicon Associates
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BDC
Bill Ackman
Brian McGough
Broken Moats
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Clark Square Capital
Cluseau Investments
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Convequity
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David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
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junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
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marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
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Myles
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Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
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Paradis
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Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital- RiverRoadPartners
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Rusholme Capital
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Serenity
SG
Sheel Mohnot
SouthernValue
Steve Eisman
The Friendly Bear
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Timyan Bank Alert
Todd Wenning
ToffCap
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Undiscovered Compounders
Voss Capital
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Investor letters we follow
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- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
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Sectors
Ordered by how often our editor reaches for them.
