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
Mr Neutral Man aka "Howard Marks of REITs” on X
When investing in liquidations, sometimes your security stops trading and gets priced at $0.00 and you have to just ignore how it looks in your brokerage account From a 5 figure cost to $0 in my IRA NOT MY FIRST RODEO!!! $ARI P.S. This illiquidity is kind of awesome!
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
Investor Letters
All letters- Asset Value Investors Ltd October 2026 4347 $112M6727 $597M
- Sandon Capital — Activist Fund October 2026 FWD $134MSPSY $111M
- 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 OFX $71MPLT $95M
GrabAGun Q3 2026: Where Did the Cash Go?
GrabAGun’s $34 million Camfour acquisition cuts pro forma net cash to about $54 million as sales decline, losses widen and its buyback…
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
Floor & Decor cut its 2026 outlook again, with EBITDA guidance falling to $535-550 million and 2027 openings slowing to 10-15 as housing…
Big Short: Fidelity & Guaranty
F&G’s main insurer held $66.5 billion of assets against $1.38 billion of statutory capital, while private credit, reinsurance dependence…
AutoNation (AN): The CEO Takes a Driving Test
AutoNation’s new CEO Mike Manley brings Jeep and Fiat Chrysler experience after the dealer chain cycled through three leaders in 30 months.
Salesforce: Pay For Consensus Growth, Get Anthropic And Databricks For Free
Salesforce’s Agentforce adoption, Anthropic and Databricks stakes, and margin expansion support upside, while debt-funded buybacks have…
Alexander Grover 1 click
Quanta Services (PWR): Backlog Up 63% While Shares Fall 30%
Quanta Services' backlog rose 63% year over year to $64 billion as shares fell 30%, with AI and power-infrastructure demand driving revenue…
Petrobras: Record Earnings, Shrinking Dividends, And The Lula IV Problem
Petrobras posted record 3Q26 production and earnings, but higher investment needs are shrinking dividends as a possible Lula IV government…
Bernard Zambonin 6 clicks
Top Rebound Stocks for Nov’26
Texas Pacific Land's 50% selloff reflects faded data-center expectations, while its Permian royalty business generated $498 million of 2025…
International Seaways: Q3 Earnings Point To A Stronger Q4
International Seaways reported $291.4 million of Q3 adjusted net income and has 53% of Q4 booked at strong spot rates, supporting projected…
Kevin Avroutskii 3 clicks
WDAY · long Workday INC
Workday shares have declined since February 2024 as the market has turned against SaaS stocks.
Portfolio Update June 2026
Portfolio added Zoetis, Pool Corp and Tractor Supply in June, lifting holdings to 13.
Is insider buying a signal if the insiders are always wrong? $LILAK
LILAK’s canceled GCI Liberty deal, preferred-stock distribution, and $1.7 million of insider buying revive governance concerns around John…
Blackstone's Subs - Inside the Jersey Mike's IPO.
Jersey Mike’s IPO filing shows 47% adjusted EBITDA margin after Blackstone cut founder spending, ad subsidies and Area Director fees, while…
A cheap stock hidden on the OTC
Vaso Corporation’s $33 million market cap is 65% cash, and its GE HealthCare imaging-sales unit generates $6.6–7 million in operating…
SAP: Deep Dive Analysis
SAP’s deeply embedded ERP suite creates high switching costs as it moves customers to cloud subscriptions and embeds AI in core workflows.
PDD
PDD uses group buying and daily app rewards to turn shoppers into distributors, then monetizes merchant attention through advertising and…
Stretch Marks
Strategy owns 847,363 Bitcoin and funded $13.7 billion of purchases this year with Stretch preferred stock, a variable-dividend security…
Corporacion America Airports: Out Of The Ashes (Ticker: CAAP)
Corporacion America Airports has stayed operating-profitable through Argentina’s inflation and is diversifying airport assets beyond its…
Adding a beer stock in size
Molson Coors, a 7% portfolio position, is the world’s fourth-largest brewer with leading beer shares in Canada and the US through Coors and…
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- Westfield Capital Management
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Sectors
Ordered by how often our editor reaches for them.
