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Thursday, November 12, 2026

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@calvinblissett

Calvin Blissett on X

$ZIM @ZeeContrarian1 @Chuckyb22074706 @ROICRHODES @christankerfund @MarkGroskyEsq. How are we thinking about $HLAG circa ~600m incentive to close this thing before March record date (giving us Q4 26’ div and top up). Thoughts and why would be appreciated. @Chuckyb22074706 is the only one to really touch on this and has a good point about better directors potentially moving up the record date. @ZeeContrarian1 first love your content and evident clarity of thought, thank you! I feel like your thesis is bulletproof except for this risk? How do you think about it especially since if I’m not mistaken you haven’t really touched upon it.
@convequity

Convequity on X

It is a puzzle to me that Jensen has been ousted this quickly. 1. Currently Megaspeed seems to be tied to $BABA, not to the Chinese government. 2. The Chinese government's policy is to incubate domestic AI chips, including banning H200 imports. The government is not pushing $NVDA into China. 3. Or is China leveraging US politics to attack Nvidia, so that Jensen's resignation gives Huawei more time and weakens the US AI chip industry? If it turns out Jensen was simply ousted because of two affairs and there was no material national security damage, then US politicians are doing more harm than good by attacking Jensen Huang. It still makes sense to investigate further the nature of Jensen's dealings with China-affiliated entities.

Investor Letters

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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…

FG $3.2B
Mispriced Assets 3 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…

TPL $19B
Rebound Capital 2 clicks

ASML ($ASML) Deep Dive

ASML monopolizes EUV lithography, a critical tool for leading-edge chips, with production capacity stretched through 2028 and customer…

ASML $591B
Jimmy's Journal 2 clicks

Peloton: Beyond The Bike

Peloton’s connected-fitness subscribers fell 9% year over year to 2.475 million, with another high-single-digit holiday decline forecast as…

PTON $2.6B
TSOH Investment Research 3 clicks
NXPI · long

Nxp Semiconductors NV

NXP Semiconductors, the global automotive-chip leader, has delivered 12.5% compounded EPS growth and is presented as a long investment.

NXPI $68B
Value Investors Club 1 click

Netflix: DCF Valuation

Netflix’s updated DCF values shares at $88.50 versus $69, with slower revenue growth offset by higher margins and revised…

NFLX $265B
Hated Moats

Too Big to Succeed

JPMorgan’s $5 trillion balance sheet and $63.7 trillion derivatives book make Jamie Dimon’s eventual successor one of banking’s hardest…

JPM $912B
Net Interest

Thinking Notes

AI capex rests on coding-centric benchmarks, cheap-model commoditization and circular financing: OpenAI’s $60 billion annual Oracle…

NVDA $4.2TORCL $400B
Bearstone

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