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
Raging Capital Ventures on X
This does not read well $NVDA
George Noble on X
The collapse of $NVDA and the AI ecosystem will be truly epic. @GavinSBaker @chamath @Jason @darioperkins @DarioCpx @JG_Nuke @MichaelMOTTCM @biancoresearch
Raging Capital Ventures on X
Does the crash of Jensen’s “Bank of $NVDA” lead to a nuclear funding winter for underfunded AI neoclouds and startups?
Barbarian Capital on X
Yeti Cuts Year Outlook on Consumer Caution $YETI
Investor Letters
All letters- 103 Advisory Group October 2026 AMZN $2.9TGOOGL $3.6T
- Asset Value Investors Ltd October 2026 6727 $598M9742 $314M
- Minotaur Capital October 2026 META $1.6TAVGO $1.6T
- 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
Nvidia and the World Without Jensen
Nvidia’s Jensen Huang resignation leaves a flat organization built around his direct control as China GPU restrictions tighten.
This Week in Special Situations: Coursera, eToro, Fluor, Trade Desk
Coursera trades at roughly $150 million enterprise value after Pale Fire Capital took 14.7%, with cash and Treasuries covering 83% of its…
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.
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…
Jensen Huang Resigns. Who Should Replace Him to Keep Nvidia Successful?
A hypothetical Nvidia succession scenario names Colette Kress interim CEO and favors Arm's Rene Haas or Nvidia's Ian Buck as permanent…
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…
SLS · short Sellas Life Sciences Group I
SELLAS Life Sciences Group faces a short case arguing that even a strong clinical outcome does not support its current valuation.
Tidewater (TDW): a first-pass look
Tidewater’s $22,600 average day rate and $598 million FY2025 EBITDA rest on an aging OSV fleet, scant newbuilds and fleet acquisitions…
The Biggest Bull Signal On Entravision
Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.
Micron's Blowout and the Case for a Memory Supercycle
Micron's $41.5 billion fiscal Q3 revenue and 84.9% gross margin fuel a memory supercycle case, with AI-driven DRAM and NAND shortages…
SAP: DCF Valuation
SAP’s DCF valuation sets a $260 base-case target versus a $155.09 ADR price, based on cloud migration, AI efficiencies and expanding EBIT…
Duffy’s Last Dance
CME CEO Terry Duffy moves to executive chairman while suing the CFTC over Kalshi’s approval to list perpetual futures, defending CME’s…
New Buy : Zoetis 🐕
Zoetis trades near 10x EV/EBIT after its selloff, with animal-health leadership, a $9.5 billion revenue base and companion-animal demand…
Airbnb: Building Blocks (Ticker: ABNB)
Airbnb is expanding beyond lodging into services, experiences and hotels while using AI tools and buybacks to support growth and…
Adobe Business History
Adobe built PostScript, Photoshop and PDF into desktop-publishing standards, using free Acrobat Reader and integrated Creative Suite tools…
Intuit Investment Case Summary
Intuit’s investment case summary condenses the company overview and core thesis.
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