Thursday, November 12, 2026

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 54m ago 1 click

22h ago LSAK $305M

Quick note on LSAK and GRPN

Mispriced Assets 5 clicks

24h ago CCOI $227M

A Call with Cogent ($CCOI) CEO Dave Schaeffer: Data Centers, the $700M Refi and Life After T-Mobile

Calvin Blissett 3 clicks

From X

@leevalueroach 50m ago

Lee Roach on X

DoubleU Games told $DDI’s special committee that $16.25 was the most its Korean valuation firm could support. That firm’s report is now public. Its range runs to $17.72. The committee had asked for $17.00. Tender expires Dec 10.

@majgeoinvesting 2h ago

Maj Soueidan on X

Well, I guess CEO of $LEAT wasn’t kidding around when he said Q3 got off to a hot blazing start. EPS: 30c vs 8c and up sequentially. 🥷 InfoArb in the microcap space = 🫠 Hats off to @OlivierColombo & @Diego_La_Torre_ for their unwavering conviction PR:

@mavix_leon 3h ago

mavix on X

Leatt $LEAT Q3 '26 results: ▫️Revenues +43% *Distributors +52% *Dealer direct +24% *Consumer direct +25% ▫️Gross Profit +48% ▫️Net income +309% ▫️Cash of $15.5m "Participation remains strong, and demand for our expanding line of products continues to grow."

@stockgutter 4h ago

SG on X

$PSFE will be taken to the woodshed today. Only question is how much has been priced in by the recent decline?

@stockgutter 4h ago

SG on X

$NTWK NetSol, a maker of software for car dealerships, reported today. Expectations are high after the stock's rise over the last 3 months. The report looks mixed to me: ok on top and bottom lines, but cash outflow needs to be watched. I'm long.

@InvestSpecial 6h ago

Dalius - Special Sits on X

$DH has rallied further in recent days, now up ~30% since the SSI write-up. A bump still looks likely, but with the stock 25% above the original bid, the R/R has changed considerably. No news or rumors that I could find. Taking chips off the table. Full pitch on SSI👇

@AsifSuria 13h ago

Asif Suria on X

Maybe Jensen will mount a comeback the way @vishal_better did with $BETR It would be surprising if the board decides to oust him from $NVDA. What would this mean for the greater AI bubble with all the circular financing and such.