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
Mikro Kap David on X
"As has always been the case, we would rather pass on a loan than make one we are not comfortable with." ~no bank ever Jk...from Q3 $TYBT letter
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?
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 $122B
WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon
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Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
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A Call with Cogent ($CCOI) CEO Dave Schaeffer: Data Centers, the $700M Refi and Life After T-Mobile
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My largest position is now a healthcare stock with 195% upside to my target
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TransMedics: 2027 Setting Up To Be A Pivotal Year
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Conviction Queue 
I Called the YB CFO. Here’s What I Learned.
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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
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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
MBGL · long Mobility Global INC -spn
Mobility Global Inc. will become a standalone public company through S&P Global’s spin-off of its Mobility division.
indie Semiconductor Deep Dive
Indie Semiconductor’s automotive sensing chips are finding robotics demand, while industrial, navigation and quantum businesses sit inside…
The Navy’s Best Kept $180M Secret
Espey Mfg. & Electronics, ESP, supplies sole-source power systems for Navy Virginia and Columbia submarines, retaining fixed-price…
NCLH or her grandma Saga?
Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…
Airbnb Model Update (2026)
Airbnb shares have risen about 50% since October 2025, prompting a revised 2026 model and return assumptions at the current price.
Alpha Metallurgical Resources, Inc. (AMR): The Beginning of the End
Alpha Metallurgical Resources has $263 million of usable liquidity and targets zero cash burn by 2027 through mine cuts, Wildcat ramp-up,…
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”💥
EchoStar’s DISH DBS and DISH Wireless prepackaged bankruptcy cases receive an update a month after coverage began.
Research Roundup Vol. XLIX
Research Roundup Vol. XLIX covers 3.4% inflation, AI compute demand, data center buildouts, and Q2 reports from Rocket Lab, CoreWeave,…
RDDT 2026-08-19 Reddit: Curb Your Enthusiasm About The Index Effect
Reddit joins the S&P 500 on August 18 after a short-term rally, while Q2 revenue growth came from ad pricing rather than user expansion and…
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