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
Cluseau Investments on X
$MRX has some form of financial bipolar disorder. Up or down $4 regularly with zero news
George Noble on X
I am also seriously thinking about increasing my $CRWV position here. One slight difference. You are getting destroyed as a long while I am short from $107!
SG on X
if you have any interest in $EVC (I'm long), Dylan is a must follow 👇
Charles Frischer on X
$KWY Interesting article about Kingsway attached. The key to the investment is the future growth rate. If they can grow EBITDA and cash flow by 15-20% per share, per year, we should do quite well.
A Capital on X
@valuedontlie thoughts on $KBR price action?
Calvin Blissett on X
@Edi_the_don_ @dcblocher @NerdcapK @Jijdnf @eric7411 @aakashchhunchha @JLTazzy @KK_Investing @see_dog_cap @Cameron_Invest @asymetricbets Sorry Edi not watchable, next one on $CCLD will be, full transcript is above though
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 OFX $70MPLT $95M
- 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
Lumen was upgraded to Accumulate after Q3 revenue fell 12% to $2.7 billion, while strategic business revenue rose 10% and reached 55% of…
A Call with Cogent ($CCOI) CEO Dave Schaeffer: Data Centers, the $700M Refi and Life After T-Mobile
Cogent expects to replace roughly $100 million of T-Mobile payments ending in 2028 through cost cuts and high-margin on-net sales, while…
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 
I Called the YB CFO. Here’s What I Learned.
Yuanbao’s CFO says China’s new online-insurance rules target abusive sales practices, while Beijing increasingly frames commercial health…
Village Farms Well Positioned For Entry Into Texas Cannabis Markets (Rating Upgrade)
Village Farms posted record quarterly cannabis revenue, driven by international sales and expanded capacity, while positioning for Texas…
Alan Sumler 1 click
[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
GLIBA · long Liberty Capital CORP
Liberty Capital Corp, GLIBA, is pitched long following its July 2025 spinoff from Liberty Broadband.
Research & Analysis: Stabilis Solutions (NASDAQ: SLNG)
Stabilis Solutions lost its Galveston LNG offtake anchor, revenue fell 36% in 1H’26, and limited liquidity leaves its data-center power…
PLTR 2026-08-21 Palantir: Why Michael Burry's Put Buys Should Not Deter Retail Investors
Palantir's U.S. commercial business grew triple digits as GAAP net margins rose from under 10% to 55%, countering Michael Burry's bearish…
Elizabeth Pramila 1 click
The Real Brokerage: Transformation (Ticker: REAX)
Real Brokerage’s RE/MAX acquisition would triple its agent count, diversify revenue with franchise fees and expand share during a weak U.S.
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…
BAC 2026-08-20 Bank of America Preferreds: Better Propositions Available Than Series GG
Bank of America’s BAC.PR.B yields just over 6% near par, while discounted lower-coupon series such as BAC.PR.P offer better value despite…
Prakhar Agarwal, CFA 1 click
Moderna: An Atypical Investment with an Asymmetric Payoff
Moderna's Phase 3 intismeran autogene trial met its recurrence-free survival endpoint in adjuvant melanoma, supporting an asymmetric…
(Guest) ConocoPhillips - Uplift From Hidden CITGO Refining Value
ConocoPhillips’ CITGO claims cover $1.5 billion under Amber’s deal, with a proposed Venezuela settlement targeting roughly $4 billion more.
PTLO 2026-08-20 Portillo's: Guidance Cut Confirms It's Cheap For A Reason
Portillo's guidance cut followed a 1.2% same-restaurant-sales decline and 1.9% margin compression, while its $343 million TRA liability…
KC Research 2 clicks
Instacart’s Unit Economics, and Implications for DoorDash
Instacart’s per-order unit economics provide a benchmark for assessing DoorDash’s LTM profitability and operating model.
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Sectors
Ordered by how often our editor reaches for them.
