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
Charles Frischer on X
$NN
SG on X
what's behind $FIGS meteoric rise over the past two weeks?
Calvin Blissett on X
$SLM update. I can’t put it better than this. Odd that they expected this volume and yet blame the earnings loss on upfront credit reserving. The volume part of the thesis has shown up as has the second partner for the “franchise” model. Need to watch if they convert volume to profitability. Macro could hurt as with most companies
SG on X
$CUBI is one of the few banks I own, and I thought this report was fine. Staying long (at least until the Feb27 85C I sold expire or are assigned).
Ian Bezek on X
If you invested $10,000 in the 3x semiconductor bull ETF $SOXL two weeks ago, you have $4,800 left now. Thanks for playing.
Deep Sail Capital on X
$HTZ - Borrow rates at 120% at IBKR, 60% at Schwab, 113% at Robinhood.
Mr Neutral Man aka "Howard Marks of REITs” on X
@voltino_cro I bought these 1-2 weeks ago when I saw the 15% bond yield and thought even when $VNO sold off to a decade low, it's bond yield was 9% and the stock was $12-13 A 15% yield is really troubling, bought some puts as a tail risk hedge
Asif Suria on X
This is a positive development in the right direction for Mattel $MAT It was also good to see this at the heels of Hasbro's $HAS strong earnings this week
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
Floor & Decor 3Q’26: Déjà Vu, But Priced For A Lost Decade
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AutoNation (AN): The CEO Takes a Driving Test
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Quick note on LSAK and GRPN
Lesaka expects its Bank Zero acquisition to close by end-January 2027, though it could still close this calendar year.
WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon
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Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
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MONOY · long Monotaro CO LTD
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Undercovered Dozen: Coherent, Bank Of America, MaxLinear And More
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The Undercovered Dozen 5 clicks
I Called the YB CFO. Here’s What I Learned.
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Village Farms Well Positioned For Entry Into Texas Cannabis Markets (Rating Upgrade)
Village Farms posted record quarterly cannabis revenue, driven by international sales and expanded capacity, while positioning for Texas…
Alan Sumler 5 clicks
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Another High-Premium, Multi-Billion-Dollar Canadian Oil Deal
Strathcona Resources will acquire Greenfire Resources for C$2.8 billion including debt, valuing the Canadian heavy-oil producer at up to a…
Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update
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Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings
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Q3 Earnings: XPEL, Liberty Capital, Douglas Dynamics, Strattec, Seaport (XPEL, GLIBA, PLOW, STRT, SEG)
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