Expert Call | Lumentum & Marvell Deal
Marvell’s all-stock acquisition of Lumentum targets optical supply, DSP synergies and AI data-center demand, while adding fab integration, customer-retention and regulatory risks.
Thursday, November 12, 2026
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From X
Barbarian Capital on X
Novo sales boosted by Wegovy weight-loss pill $NVO
Broken Moats on X
How the mighty concrete layer bottleneck names fall. $STRL down from over $1,000/share in May. And some still arguing if there ever was a bubble....
Barbarian Capital on X
“one of the toughest housing markets in a generation.” Zillow Revenue Rises as Rentals Help Offset Weak Market for Home Sales $ZG
Myles on X
$APLD feels like a bit of a contrarian buy here. Leasing data centre real estate, not compute like the neoclouds it gets compared to. Still vulnerable to oversupply but not as exposed. No exposure in Texas and may actually benefit if we see a Texan crackdown on data centres.
Lee Roach on X
AppLovin $APP up 13.6% Q/Q as the entire market makes a mess in their trousers after thinking the ad-tech industry was dying, dead and gone.
Mr Neutral Man aka "Howard Marks of REITs” on X
@StructuredFin1 SITC was a $40 stock at one point and then spun off $CURB Someone could've had a $100mm position at a multi billion fund and just didn't know that this was even happening Happens more often than you think
Lee Roach on X
Looks like buying the dip on $APP was a smart move.
Investor Letters
All letters- Minotaur Capital October 2026 CROX $7.3BHUT $7.5B
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 PNI $2.7B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $31BNOW $107B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.5BSN $32B
- Rathbones October 2026 SBGSF $158BSIEGY $235B
- FCL Capital October 2026 ANPDF $28BBKNG $119B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
My largest position is now a healthcare stock with 195% upside to my target
An unnamed healthcare company became the portfolio’s largest position at 8%, with a $130 target implying 195% upside despite broken…
TransMedics: 2027 Setting Up To Be A Pivotal Year
TransMedics targets multi-organ transplant growth through 2027 trials, OCS Kidney and European expansion after Q3 revenue rose 41% to $203…
Conviction Queue 
[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic
FICO is licensing mortgage scores directly to resellers, seeking pricing control as VantageScore competition and regulatory scrutiny…
Cat-Scratch Fervo
Fervo Energy raised $2 billion in its May IPO, then fell nearly 70% below issue price after a Morpheus short report, despite targeting 1 GW…
Adobe: A Cash-Secured Put Turns AI Fear Into A Lower Entry Price
Adobe's compressed 10x non-GAAP EPS multiple reflects AI monetization and ARR-growth concerns; cash-secured puts at $210 or $200 target a…
Tim Travis 2 clicks
Sea Ltd Earnings Update: Q3 2026
Sea Ltd reported Q3 2026 revenue of $8.6 billion, up 43.4% year over year, while net income rose 34.0%.
CoreWeave (NASDAQ: CRWV) Stock Rating: Do Nothing After Q3 FY12/26 Earnings
CoreWeave reported 168% revenue growth to $3.66 billion, but $20.4 billion of trailing free cash outflow and $42.7 billion in net debt keep…
Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update
LandBridge’s Q3 revenue rose 39%, while newly acquired pore space could lift pro forma EBITDA and cut its 2027 EV/EBITDA multiple from…
Constellation Software 3Q26 Recap: When 2% is Good
Constellation Software’s 3Q26 organic revenue grew 2%, while $609 million of acquisitions and improving acquired-business margins supported…
CoreWeave: This still doesn’t look like a good business
CoreWeave's Q3 report leaves its data-center business looking structurally unattractive despite major changes since the prior earnings…
OSW · short One Spa World
OneSpaWorld (OSW) faces about 37% downside as its valuation requires unattainable growth in average revenue per customer after major-market…
Intel Earnings, AMD Earnings, Intel and AMD’s Divergence
Intel and AMD’s diverging earnings reflect longstanding strategic differences and raise the case for Intel returning to an earlier model.
Airbnb 3Q26: Business Update
Airbnb’s 3Q26 revenue rose 19% to $4.9 billion as nights and seats grew 16%, with app bookings up 29% and Reserve Now Pay Later adding…
Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings
Joby Aviation reported $55.1 million in Q3 revenue, raised 2026 guidance to $135 million to $140 million, and expects FAA pilot training in…
Airbnb 3Q26 Business Update: “Growth Mode”
Airbnb’s 3Q26 revenue rose 19% to $4.9 billion as nights grew 16%; app rebuild, AI-assisted releases and social travel features aim to…
MARA Holdings Q3: Massive Deleveraging Sets The Stage For The AI Colocation Premium
MARA Holdings cut debt by $1.4 billion after an $885 million Bitcoin gain, while 1.9 GW of energy assets and a $79 million GPU contract…
Mandela Amoussou 1 click
Research update
S&P Global research will assess Platts, Kensho and ratings growth; Benefit Systems’ 72% YTD rally changed its valuation, while Netflix and…
Occidental Petroleum (NYSE: OXY) Stock Rating: Distribute After Q3 Earnings
Occidental Petroleum generated $4.3 billion of Q3 EBITDA and cut principal debt to $10 billion, but each $1 WTI decline reduces annual…
Rocket Lab (NASDAQ: RKLB) Stock Rating: Stop After Q3 FY12/26 Earnings
Rocket Lab reported Q3 revenue up 73% to $267.8 million and backlog up 52% to $3.57 billion, but Neutron’s first flight slipped to 2027 and…
Vir Biotechnology: Fairly Valued After Phase 3 Success?
Vir Biotechnology’s hepatitis delta therapy posted 44% primary endpoint success in Phase 3, alongside a new Gilead partnership and $991.3…
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Sectors
Ordered by how often our editor reaches for them.
