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
Back to the front page 
From X
SG on X
$CAKE execs are sellers into the political hype. Form 144s filed today indicate ~$3m of sales.
Deep Sail Capital on X
$DNA - Looks to have peaked mid day today.
Chris Camillo on X
@MEL18451 that’s only a problem for those simply holding $AMZN overweight since covid. not even close to what i do
Lee Roach on X
@Jonhnnynumber5 I think $GME is building a physical casino
Deep Sail Capital on X
@dstressedcos @WNYG00001 Isn’t he trying to buy $TSLA with $SPCX shares?
Investor Letters
All letters- 103 Advisory Group October 2026 AMZN $2.9TGOOGL $3.6T
- Asset Value Investors Ltd October 2026 6727 $597M9742 $318M
- 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 $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
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Sectors
Ordered by how often our editor reaches for them.
