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
A Capital on X
@valuedontlie thoughts on $KBR price action?
Deep Sail Capital on X
@CKCapitalxx $CRDO - I don’t see how they don’t get 3x bigger in the next few years. Trading at 20x forward earnings right now.
PAA Research on X
@10_ch_10 @mmauskopf In the very short term factors > fundis, but in the intermediate/long term the fundis take hold. Great start for #ocarinaoftime and it's driving a lot of #switch2 sales for $NTDOY
DOMO Capital Management, LLC on X
This is going to be very relevant for a position I'm about to write-up on Seeking Alpha.... Not $MNRO but definitely helps them too.... For another stock - this is a dream forecast.... especially with over 50% of the float sold short....
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
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ZM · long Zoom Communications INC
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AZN 2026-08-19 AstraZeneca Vs. Bristol-Myers Squibb: Who's The Better Bargain For Investors?
AstraZeneca and Bristol-Myers Squibb are compared on oncology and inflammatory-disease drug portfolios as merger rumors cool.
💥DISH to Trinseo, “Hold My Beer”💥
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Research Roundup Vol. XLIX
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RDDT 2026-08-19 Reddit: Curb Your Enthusiasm About The Index Effect
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Dilantha De Silva 
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Cerebras Supernova 2026: Irrational Recap
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ContextLogic
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