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
Barbarian Capital on X
Yeti Cuts Year Outlook on Consumer Caution $YETI
Barbarian Capital on X
Cerebras Lifts Outlook as Cloud Revenue Surges in Third Quarter $CBRS
Barbarian Capital on X
Applied Materials Sales, Profit Climb on Semiconductor Demand $AMAT
Barbarian Capital on X
Once Upon a Farm Slashes Outlook Following ‘Tractor Wheels’ Recall $OFRM
Barbarian Capital on X
"high demand in the agentic artificial-intelligence market" Cisco Systems Raises Outlook On Soaring Revenue, Profit $CSCO
Investor Letters
All letters- Asset Value Investors Ltd October 2026 6727 $597M9742 $318M
- Minotaur Capital October 2026 CROX $7.3BHUT $7.3B
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $411MFNCHF $530M
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $31BNOW $107B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7BSN $32B
- Forager Funds Management October 2026 TUA $576M
- Rathbones October 2026 SBGSF $158BSIEGY $236B
Qure Anniversary Update
UniQure’s Huntington’s disease BLA has a May 1, 2027 priority-review date, with an FDA advisory committee expected in late first quarter.
Floor & Decor 3Q’26: Déjà Vu, But Priced For A Lost Decade
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Big Short: Fidelity & Guaranty
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AutoNation (AN): The CEO Takes a Driving Test
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Salesforce: Pay For Consensus Growth, Get Anthropic And Databricks For Free
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Quanta Services (PWR): Backlog Up 63% While Shares Fall 30%
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International Seaways: Q3 Earnings Point To A Stronger Q4
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VSE Corp trades at $185, with a stated $246 fair value and 2027 estimated EV/EBITDA of 15x.
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Quick Value #315 - Zoetis (ZTS)
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