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 $11.25 after net cash made the earlier bid untenable.
Thursday, November 12, 2026
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@partners_road 1 clickRiverRoadPartners on X
2 wks into Q3 earnings, at least 4 semis flagged back-end constraints ($TXN, $ALGM, $PI, $NXPI), 2 noted customer push outs ($ALGM, $TER), $INTC noted higher memory prices caused demand destruction in PC’s & $LRCX couldn’t guide for upside b/c of a specialty component shortage.
David Orr on X
@JackFarley96 When $NVDA finally has its big double miss, $SOXX probably drops 25% in a day or two.
Cluseau Investments on X
How life feels once you go 85% $RSP 15% $BOXX and check your brokerage account once a month
Trevor Scott on X
@DrewCohenMoney Not short but $APP is reliant on Apple and Google yet also competes with them with high margin ads. App has already been investigated by the SEC and state attorneys, the platforms could take some trivial data misstep & shut it down in the name of privacy and steal the economics.
Lee Roach on X
@rubicon59 Would love to chat on $APP and various other DSPs. DM if you are open to it.
@leevalueroach Lee Roach on X
Agree. All of the DSPs look very good here. If I didn’t own so much $EVC I would be dogpiling into $APP and $LFTO here.
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
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