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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Prepared Remarks on X
I cannot reconcile the significant insider buying at $celh w/Bloom’s scanner data, clear shelf space gains, & social momentum. Plus freight headwind Alani LTOs (witches brew) are doing well/slight accel but core CELH doesn’t have accel potential until Q1 Too much risk I think
junkbondinvestor on X
“Good news. We got you your full $PSKY allocation.”
@BarbarianCap Barbarian Capital on X
Keurig Dr Pepper Hires Kimberly-Clark President Torres to Helm Coffee Spinoff $KDP $KMB
Barbarian Capital on X
McCormick Is Working to Win Over Value-Conscious Shoppers $MKC
Barbarian Capital on X
Accenture Revenue Rises on Growth Across Geographies, Industries $ACN
@BarbarianCap Barbarian Capital on X
$HAS also moved up Barbie-Maker Mattel Draws Takeover Interest From Authentic Brands Group $MAT
Barbarian Capital on X
getting more interesting Nike Projects Sales Decline This Year After Lower First-Quarter Revenue $NKE
Investor Letters
All letters- Minotaur Capital October 2026 CROX $7.3BHUT $7.5B
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 PNI $2.7B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $31BNOW $107B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.5BSN $32B
- Rathbones October 2026 SBGSF $158BSIEGY $235B
- FCL Capital October 2026 ANPDF $28BBKNG $119B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
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