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Thursday, November 12, 2026

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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.

DDI $779M
The Value Road 2 clicks

From X

@Fierce__beast

Fierce_beast on X

ARR growth rate is stable finally, but what about their profitability? Think about how easy it is to game ARR and how many company's did successfully before collapsing. not sure it will happen to $evlv, but it does provide a warning to over relying on company derived KPIs, especially if that company has had a history of changing metrics, changing managements, and being successfully sued for providing inaccurate marketing material. Profitability is not improving and that is not a good sign for their LT goal you can be a company that grows revenues and expands margins, you can be a company that grows revenues but contracts margins, you can be a company that grows margins but contracts revenues. you can be a company that loses revenues and margins at the same time. which one is evolv $evlv bulls will argue that we should wait for another quarter or two before we see an inflection in profits. that eventually they will scale into their business. i'm afraid to say that i'm suspicious that profits will materialize in any meaningful way ever. if the technology was so transformative and so much better than competitors, and that they have thousands and thousands of customers already, then why is it still losing money?
@leevalueroach

Lee Roach on X

Only twenty minutes until the greatest media company in the world, Saga Communications $SGA, has their Q3 earnings call. Can’t wait to hear a stupid and pointless story about how Mr. Forgy bought a footlong hotdog and shoved it down his throat back in 1983 while listening to the radio in his car that peels down some Ohio shithole road. Listen guys, Saga is the greatest media company in the world. They sell gift cards and banner ads on Wordpress HTMl websites (digital media). Everyone listens to the radio you know? It’s like 95% of the population listens to the radio. Greatest media company in the world folks. Get ready for the earnings call. This company is a monster.

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Top Rebound Stocks for Nov’26

Texas Pacific Land's 50% selloff reflects faded data-center expectations, while its Permian royalty business generated $498 million of 2025…

TPL $19B
Rebound Capital 1 click

Peloton: Beyond The Bike

Peloton’s connected-fitness subscribers fell 9% year over year to 2.475 million, with another high-single-digit holiday decline forecast as…

PTON $2.6B
TSOH Investment Research 3 clicks

DoorDash’s FBA Moment

DoorDash’s $17 billion Instacart deal targets DashMart warehouse scale, where 99%+ order accuracy and faster delivery address the limits of…

DASH $78BKR $41B
MBI Deep Dives 3 clicks
POST · long

Post Holdings INC

Post Holdings remains a large position after the stock's recent decline.

POST $3.6B
Value Investors Club

Credo ($CRDO) Deep Dive

Credo's active electrical cables extend copper links to roughly 7 meters, targeting AI data-center connectivity as revenue grew 115% year…

CRDO $27B
Jimmy's Journal

Vicor Deep Dive

Vicor’s 48-volt power modules cut current and resistive losses for high-power AI processors by converting voltage at the chip.

VICR $7.8B
CV's Substack

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