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
Deep Sail Capital on X
$NVDA is gonna go positive and the rest of the market is negative, isn’t it? Makes sense.
Lee Roach on X
DoubleU Games told $DDI’s special committee that $16.25 was the most its Korean valuation firm could support. That firm’s report is now public. Its range runs to $17.72. The committee had asked for $17.00. Tender expires Dec 10.
Fierce_beast on X
what's going on with $life?
Maj Soueidan on X
@TheBigBerbowski Yeah - let’s not waste our headspace on $NVDA drama and let’s spend all our time on moving forward with finding great ideas :) …
Farmer on X
@RedsGaurav Yeah, saw that. Would be interesting. And $SPCX probably flies to some stupid(er) valuation if it happens.
Farmer on X
@RedsGaurav My guess would be that VCs are currently all salivating, begging to throw money at his next venture. And I'd guess long-term this will harm $NVDA materially, but the stock will probably be a good buy at that point.
Farmer on X
I would guess $NVDA won't bottom until Jensen announces what he's doing next which could be months away.
Dalius - Special Sits on X
So many things could have popped the AI bubble. But apparently the story was much simpler. Parallel exports, Chinese spies and infidelity. Jokes aside, I still can't believe Jensen is gone. Would be tough for $NVDA
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- Asset Value Investors Ltd October 2026 6727 $597M9742 $318M
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