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
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From X
Calvin Blissett on X
@SteinHajek $YB has been ready for AI and using it since 2019 I believe is the year. Leveraging it nicely today
Calvin Blissett on X
@SteinHajek $BYDDF was/is Chinese 😏
Lee Roach on X
Looks like Wall Street slobs are finally beginning to see what Ryan Cohen has executed on at $GME. Sleeping giant.
Calvin Blissett on X
@KolarovHri40167 I think you'd love $KSPI and the CEO there
Investor Letters
All letters- Asset Value Investors Ltd October 2026 6727 $597M9742 $318M
- Minotaur Capital October 2026 CROX $7.3BHUT $7.3B
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $411MFNCHF $530M
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $31BSNSNF $1.8B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7BSN $32B
- Forager Funds Management October 2026 TUA $576M
- FCL Capital October 2026 ANPDF $28BCNSWF $52B
Qure Anniversary Update
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Floor & Decor 3Q’26: Déjà Vu, But Priced For A Lost Decade
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Top Rebound Stocks for Nov’26
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An Interview With Roblox CEO David Baszucki About Aggregating Play
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OKLO · short Oklo INC
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Sleep Well Portfolio (Apr 2026) - #24 Pick Published, Updates on GRAB, SE, WTC, VEEV
Sleep Well Portfolio publishes its 24th pick and updates Grab, Sea, WiseTech and Veeva as software stocks stabilize.
Weekend Digest #343: Berkshire, Atlassian, Roblox
Berkshire Hathaway’s dot-com-era performance frames AI-boom comparisons, Atlassian beats earnings, and Roblox shares fall.
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Floor & Decor: 1Q26 Business Update
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Sectors
Ordered by how often our editor reaches for them.
