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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Trevor Scott on X
@Alpha_Fox11 $COST is trading at 58x FCF and growing at 9%.
@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
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
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Conviction Queue 
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Cat-Scratch Fervo
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Adobe: A Cash-Secured Put Turns AI Fear Into A Lower Entry Price
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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
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Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update
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Gaztransport and Technigaz, a €7 billion French company, leads ultra-low-temperature containment systems for storage and transport.
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Brookfield's New Lawsuit
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When extend and pretend is a virtue
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[P] HUBS: CiC Returns Management
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Brookfield Corp. - Get a Buck for Fifty Cents
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FrontView REIT (NYSE: FVR)
FrontView REIT’s 35% selloff after tenant credit problems and a lock-up expiry leaves its net-lease portfolio at a 9.5% cap rate and 10.5x…
ILMN: Activism! Part Deux
Illumina appointed activist Keith Meister to its board as an SEC investigation into the Grail acquisition raises questions over 122.5…
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Newsletters 110
- 310 Value’s Newsletter
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- Bearstone
- Behind the Balance Sheet
- Best Anchor Stocks
- Bilbel's Substack
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- Bristlemoon Capital
- Byron Street Research
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- CV's Substack
- D Invests
- Daniel Romero
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- Dismissed & Asset-Backed
- Doomberg
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- Exploring with Alluvial Capital
- Ezra's Notes
- Fabricated Knowledge
- First Strike Research
- Flyover Stocks
- Global Outperformers
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- Latticework by MOI Global
- Lewistown Capital
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- Maius Partners
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- Multibagger Monitor
- Nat Stewart - Stock Picking Newsletter
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- Vik's Newsletter
- WHAT ARE WE DOING? “Contrarians At The Gate”
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Blogs 15
- Atrium Research - Equity Research
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- Stratechery by Ben Thompson – On the business, strategy, and impact of technology.
- The Technology Letter
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Seeking Alpha 83 of 283
Adam Schadt
Albert Anthony
Alexander Grover
Andres Veurink
Arizona Equity Research
Bay Area Ideas
Benjamin C. Barry
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Capital Connoisseur
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Crimson And Gold Research
Cypriot Invests
Dane Bowler
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Deep Value Investing
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Gary Gambino
Geneva Investor
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Given Mahlangu
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Khaveen Investments
Kurt Christensen
Lee Bailey
LL Insights
Long Player
Louis Gerard
Marc Gerstein
Melissa Tucker
Mike Arnold
Mike Zaccardi, CFA, CMT
Miletus Research
Motti Sapir
Myriam Alvarez
Oakoff Investments
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PropNotes
PV Research
Quantryon Capital
Robert J. Lake
Ron Ferrie
Rubicon Associates
Ryan Canady
Sam Mancini
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Seeking Profits
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Simple Investment Ideas
Sorrento Research
Stephen Ayers
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The Alpha Analyst
The Asian Investor
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A Capital
absreturnchaser
Adam D. Wyden
Alpha Vulture
AltayCap
Asif Suria
Bank Reg Blog- Barbarian Capital
BDC
Bill Ackman
Brian McGough
Broken Moats
BuccoCapital Bloke
Calvin Blissett
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
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
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
PAA Research
Paradis
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital- RiverRoadPartners
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Rusholme Capital
Sahil Khetpal
Serenity
SG
Sheel Mohnot
SouthernValue
Steve Eisman
The Friendly Bear
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
- 103 Advisory Group
- 1290 Funds
- 13D Activist Fund
- 1851 Capital
- 49 Financial
- ABS Global Investments
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- Allspring Global Investments
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- Aoris Investment Management — Aoris International Fund
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- Aristotle Funds
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- Crossroads Capital, LLC
- Crypto Native Capital
- Curreen Capital
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- Davis Advisors Large Cap Value
- Davis Opportunity Fund
- Davis Real Estate Fund
- Diamond Hill — Large Cap Fund
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- Diranko Capital
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- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
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- Hosking Partners
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- Infuse Asset Management
- Integrity Asset Management — Micro Cap Value Equity
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- Invesco — Discovery Fund
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- Ironvine Capital Partners
- Ithaka Group — US Growth Strategy
- JB Global Capital
- JM Finn
- Jacob Asset Management
- Janus Henderson Investors
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- Jenga Investment Partners
- Kathmandu Capital
- Kaydan Wealth Management
- Kennedy Capital Management
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- Kingdom Capital Advisors
- LVS Advisory
- Lakehouse Capital Global Growth Fund
- Lakehouse Capital Small Companies Fund
- Langdon Equity Partners
- Lansing Street Advisors
- Latitude Investment Management
- Laughing Water Capital
- Lazard Asset Management
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- Lindsell Train Limited
- Long Cast Advisers
- Loomis Sayles — Global Growth Fund
- Lyrical Asset Management
- MJG Capital
- Madison Investments — Small Cap Fund
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- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
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- Meridian Growth Fund
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- Munro Partners
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- NS Partners
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- Newport Capital Group
- Next Century Growth Investors
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- Nightview Capital
- Nixon Capital
- Nomura Asset Management — Large Cap Growth Fund
- North Sky Capital
- Northern Funds — International Equity
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- Oak Ridge Investments
- Oakmark Funds
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- Optimist Fund
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- Oujo Wealth Strategies
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- PM Capital
- Packer & Co
- Palm Harbour Capital
- Palm Valley Capital
- Parnassus Investments
- Patient Capital Management
- Peak Asset Management
- Peapack Private
- Pendelhaven Asset Management B.V.
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- Penn Davis McFarland
- Pershing Square Holdings
- Pittenger & Anderson
- Platinum Asset Management — International Fund
- Plural Investing
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
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- ProChain Capital
- Protean Funds
- Pzena Investment Management
- QV Investors
- QuantStreet Capital
- Quercus Fund
- RD Capital Partners
- REQ Capital
- RF Capital Management
- RGA Investment Advisors
- ROCKLINC Investment Partners
- Rathbones
- Regal Partners Global Investments
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- Renaissance Investment Management — Large Cap Growth
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- RiverPark Funds
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- Robinson Capital Management
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- Sandon Capital — Activist Fund
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- Sawgrass Asset Management
- Seafarer Capital Partners
- Sequoia Fund
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- Sharp Capital
- Shelton Capital Management
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- Skybound Wealth Management
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- Social Capital
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- Sound Shore Management
- Southeastern Asset Management
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- Spheria — Global Smaller Companies Fund
- Spyglass Capital Management
- Starvine Capital
- Staude Capital — Global Value Fund
- Stenham Asset Management
- Stewart Asset Management
- Steyn Capital
- Stone Ridge Asset Management
- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
- Sustainable Growth Advisers
- Symmetry Invest
- TEAM Asset Management
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- Tall Oak Capital Advisors
- Tapasya Investment
- The London Company
- Third Avenue Management
- Third Point
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- Touchstone — Balanced Fund
- Troy Asset Management
- Tweedy, Browne
- Unconventional Value
- Upslope Capital Management
- VH Standard Asset Management
- Value Line Funds
- Victory Capital — Sycamore Mid Cap Value Equity
- Vision Capital Fund
- Vltava Fund
- Voss Capital
- Voya Investment Management — MI Dynamic Small Cap Fund
- Vulcan Value Partners
- Warden Capital
- Wasatch Global Investors — Micro Cap Fund
- Wasatch Global Investors — Small Cap Growth Strategy
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
