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
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Cerebras Lifts Outlook as Cloud Revenue Surges in Third Quarter $CBRS
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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 $598M9742 $314M
- 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 $520M
- 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 $588M
- Rathbones October 2026 SBGSF $158BSIEGY $236B
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Devin LaSarre
DOMO Capital Management, LLC
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George Noble
Hunterbrook
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Kuppy
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- Tapasya Investment
- The London Company
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- Vltava Fund
- Voss Capital
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- Vulcan Value Partners
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- Wedgewood Partners
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- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
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Sectors
Ordered by how often our editor reaches for them.
