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- 103 Advisory Group October 2026 AMZN $2.9TGOOGL $3.6T
- Asset Value Investors Ltd October 2026 4347 $112M6727 $597M
- Sandon Capital — Activist Fund October 2026 FWD $134MSPSY $111M
- 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 $32B
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Bernard Zambonin 6 clicks
Top Rebound Stocks for Nov’26
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FTAI · long Ftai Aviation LTD
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The numbers don’t tell the full story
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Quick Value #326 - Shift4 Payments (FOUR)
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Weekly Stock GEMs #8: August 11, 2026
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Emergency Press Conference: FRMI & GRPN
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$UWMC lost $600m hedging a deal they'd already lost
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Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
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Nvidia Scores $500 Billion in Financing for Its Customers. That's A Lot.
Nvidia has partnered with Apollo, BlackRock and four other firms to raise over $500 billion for AI compute infrastructure, while limiting…
Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability
Figma raised its 2026 revenue growth guide to 39%, but a roughly 1% sequential 3Q outlook and unchanged $125-135 million operating-income…
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Sectors
Ordered by how often our editor reaches for them.
