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
Voss Capital on X
Voss Comments on Griffon's Confirmation of Involvement in Candidate Withdrawals $GFF
Voss Capital on X
Voss sends letter to Griffon Corp. ESOP Participants $GFF
Voss Capital on X
We believe our five-step plan for $GFF would unlock ~$50/share in value for shareholders if appropriately and promptly implemented More at:
Voss Capital on X
Voss Capital Sends Letter to $GFF Shareholders Exposing Underperformance, Condemning Outdated Corporate Governance and Outlining Clear Path to Value Creation
Investor Letters
All letters- Asset Value Investors Ltd October 2026 6727 $592M9742 $316M
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- Lakehouse Capital Small Companies Fund October 2026 COGZF $411MFNCHF $512M
- Lakehouse Capital Global Growth Fund October 2026 SNSNF $1.7B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7B
- Forager Funds Management October 2026 TUA $584M
- FCL Capital October 2026 INTR $1.8BRSGN $927M
- Protean Funds October 2026 AAK $4.7BVIMGF $2.3B
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