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 42m 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 8m ago

Lee Roach on X

Only twenty minutes until the greatest media company in the world, Saga Communications $SGA, has their Q3 earnings call. Can’t wait to hear a stupid and pointless story about how Mr. Forgy bought a footlong hotdog and shoved it down his throat back in 1983 while listening to the radio in his car that peels down some Ohio shithole road. Listen guys, Saga is the greatest media company in the world. They sell gift cards and banner ads on Wordpress HTMl websites (digital media). Everyone listens to the radio you know? It’s like 95% of the population listens to the radio. Greatest media company in the world folks. Get ready for the earnings call. This company is a monster.

@SowingAlphaSeed 18m ago

Farmer on X

$ORR is really pulling through this week.

@blondesnmoney 28m ago

Cluseau Investments on X

How long does $ABR have left

@leevalueroach 38m 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 1h 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:

@StableBread 2h ago

Fajasy on X

Continue reading here for whether I’m adding to $FTEK before its M&A playbook reaches the board:

@StableBread 2h ago

Fajasy on X

Fuel Tech $FTEK, the power plant pollution-control company, trades closer to its book value than to my updated sum-of-the-parts (SOTP). At $1.35/share, $FTEK trades 13.4% above its $1.19/share book value, and the market values the operating business at $14.3M ($42.1M market cap less $27.8M of cash and investments), ~0.5x TTM sales. Updating my August SOTP for the lower cash balance gives $1.65-2.10/share, 22-56% above today’s price, still with nothing for the data center pipeline or DGI (its technology for dissolving oxygen into water).

@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."