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
Colin King on X
August quick value write-ups... 1) $CALM -- cheap P/B mean reversion idea 2) $MNRO -- strategic review + activist + CEO incentive 3) $FOUR -- beaten down roll-up 4) $MKTW -- fundamental inflection point
Colin King on X
Commentary from $SHOE on Q2 results Footwear market sounds pretty awful right now Literally just wrote up $DECK and thinking might still be early
Deep Sail Capital on X
@AhmetBiIir I haven’t followed $QMCO much, why is it back up so much?
BDC on X
Rich also got rich by being a professional stock picker. $EVLV
@DeepSailCapital Deep Sail Capital on X
The Shortlist - Update 9/9 New Additions: $ARQQ, $BMM, $HQ, $SWMR Link below:
David Orr on X
@SowingAlphaSeed @ScroogeCap I nerded that subject out back in 2018, when i used to dive deeper on things. $GOGO
Colin King on X
$TRIP just keeps drifting lower Chart looking pretty ugly... but soon to receive ~70% of market cap in cash from a divestiture Hmm...
Investor Letters
All letters- Asset Value Investors Ltd October 2026 6727 $597M9742 $318M
- Lakehouse Capital Small Companies Fund October 2026 COGZF $411MFNCHF $530M
- Forager Funds Management October 2026 TUA $576M
- FCL Capital October 2026 RSGN $946M
- Ganes Capital September 2026 Quarter PWH $797M
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $390MGRVY $475M
- Greystone Capital third quarter of 2026 KTYCF $468MSRTA $537M
- Sandon Capital — Activist Fund September 2026 KAR $749M
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
Q3 Earnings: XPEL, Liberty Capital, Douglas Dynamics, Strattec, Seaport (XPEL, GLIBA, PLOW, STRT, SEG)
Liberty Capital’s GCI business grew 5% in high-margin healthcare and school contracts, while Quintillion could lift EBITDA to $440 million…
Is Cars.com a Buy on the Basis of Owner Earnings?
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Signs of the times: Quantum Corp. surges, Quantum Computing slumps again
Quantum Corp. surged while Quantum Computing slumped again after their Tuesday reports.
Seed Corn
Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…
Improvements Are Still Evident At C&F Financial Corporation
Crimson And Gold Research 3 clicks
Post Q3 EVC Update
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout
Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…
Entravision Q3 Update
Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…
GREAT DEC-TECTIVE WORK
Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…
NGVC · long Natural Grocers Vitamin Ctge
Natural Grocers (NGVC) returned to $27.80 after a prior long entry at $21 and exit recommendation at $46.
This Week in Special Situations: Lear, AutoNation, NexPoint, AudioCodes, Xponential Fitness
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Array Technologies And Shoals Merger Creates Upside Potential
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Caffital Research 3 clicks
48 Top Stock Pitches (26th-1st November) [NO PAYWALL] 🖨️
Capital Employed rounds up 48 stock pitches, led by Greystone’s $14.50 target for organ-transplant logistics firm Strata Critical Medical,…
Verra veerer
Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…
Aura Biosciences: A Pivotal Trial Engineered With Room To Spare
Aura Biosciences expects pivotal Phase 3 bel-sar data in early choroidal melanoma in 2027, funded by $323.8 million of cash into the first…
Equity Eagle 
TSOH Weekly Roundup (10/30/2026)
Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.
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This Week in Special Situations: Mattel, Winnebago, PayPal
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