Looking Back at Another Successful Thesis
DoubleU Games raised its all-cash tender offer for DoubleDown Interactive minority holders to $16.25 per ADS from $11.25 after net cash made the earlier bid untenable.
Thursday, November 12, 2026
Back to the front page 
From X
junkbondinvestor on X
In Tim Apple, We Trust $NVDA
Farmer on X
$ORR is really pulling through this week.
Convequity on X
@SgtPepperCap so far bottleneck and pricing lever is shifting from chips to energy -> $SPCX trying to redo the deal at spot pricing. So yes custom ASIC could help but it depends on energy & DC hosting supply too.
Cluseau Investments on X
How long does $ABR have left
Deep Sail Capital on X
$NVDA is gonna go positive and the rest of the market is negative, isn’t it? Makes sense.
Lee Roach on X
DoubleU Games told $DDI’s special committee that $16.25 was the most its Korean valuation firm could support. That firm’s report is now public. Its range runs to $17.72. The committee had asked for $17.00. Tender expires Dec 10.
Investor Letters
All letters- Palm Valley Capital Third Quarter 2025 NVDA $4.2TAVA $3.4B
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