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
SG on X
Bought $INTR $4.53, stinkbid to add at $4.25. New position for me.
JabroniCoin.USD on X
Yes. $ACMR has been expanding globally outside China, particularly South Korea. And perhaps Taiwan soon enough.
Serenity on X
TY $ANT for the positive $3.4B FCF for H1 2026. Still feels like all your AI infra names from $MU to $AAOI sold off way too hard. Considering the billions in financing raised by frontier labs to hyperscalers.. End up ultimately flowing back to GPUs, networking, to memory.
SG on X
I'm long $BWMX so not complaining but anyone know why it is up so much today? Earnings were last Thurs, and just so-so.
KEDM.com on X
All of FinTwit today... $EWZ
⚽️📡 on X
$SRAD mandated by NBA in Kalshi Polymarket deal
Investor Letters
All letters- Asset Value Investors Ltd October 2026 6727 $597M9742 $318M
- Minotaur Capital October 2026 CROX $7.3BHUT $7.3B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $411MFNCHF $530M
- Lakehouse Capital Global Growth Fund October 2026 SNSNF $1.8B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7B
- Forager Funds Management October 2026 TUA $576M
- FCL Capital October 2026 INTR $1.8BRSGN $946M
- Protean Funds October 2026 AAK $4.8BVIMGF $2.2B
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Sectors
Ordered by how often our editor reaches for them.
