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
SG on X
record pawn loans...an early sign of financial distress for lower-income Americans? $EZPW
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
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BSX · long Boston Scientific CORP
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Adobe Investment Case Summary
Adobe investment case summary.
One quote to rule them all
Deere raised net income and cash flow guidance despite a 10% Production and Precision Ag sales decline, as construction and small-ag…
IRTC 2026-08-21 iRhythm: The Algorithmic Margin Inflection Changes The Story
IRhythm’s ZEUS clearance cuts clinician review time 50%, targeting $100 million in five-year savings as cardiac monitoring margins expand…
Equity Eagle 
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…
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Sectors
Ordered by how often our editor reaches for them.
