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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Just found out Burry bought LEAPs a few weeks before earnings. You can't make this stuff up $SFM
A Capital on X
@standuquesne Cc: @SurfShopCapital $PURR
Negligible Capital on X
$NOW $FTNT $GOOG $CTSH All abysmal. The factors are going to be really confused today
Negligible Capital on X
1. What $PURR
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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Sectors
Ordered by how often our editor reaches for them.
