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
junkbondinvestor on X
$FRMI converts getting absolutely smoked... 10pts down since the election. Currently 20%+ YTM.
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
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 $32BNOW $106B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6BSN $31B
- Forager Funds Management October 2026 TUA $525M
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BBKNG $122B
WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon
WaterBridge grew Q3 revenue 16.9% year over year as Speedway Phase I lifted produced-water volumes, while pursuing large-scale data center…
Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
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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…
I Called the YB CFO. Here’s What I Learned.
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Cat-Scratch Fervo
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Another High-Premium, Multi-Billion-Dollar Canadian Oil Deal
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YOU · short Clear Secure INC
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Deep Sail Capital
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DOMO Capital Management, LLC
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Fierce_beast
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George Noble
Hunterbrook
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JabroniCoin.USD
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junkbondinvestor
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Kuppy
Laughing Water Capital
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marginofdanger
mavix
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Myles
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SouthernValue
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Undiscovered Compounders
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Investor letters we follow
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- Weitz Investment Management
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- 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.
