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
Maj Soueidan on X
Hilarious when you see an analyst massively reducing a price target on this whole $NVDA Jensen scandal . Like, how do you model that? Is it based on revenue per years on scandal? comical. Don’t waste your time with this bullshit.
junkbondinvestor on X
In Tim Apple, We Trust $NVDA
Convequity on X
@SgtPepperCap so far bottleneck and pricing lever is shifting from chips to energy -> $SPCX trying to redo the deal at spot pricing. So yes custom ASIC could help but it depends on energy & DC hosting supply too.
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 :) …
Investor Letters
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- Asset Value Investors Ltd October 2026 4347 $112M6727 $597M
- Sandon Capital — Activist Fund October 2026 FWD $134MSPSY $111M
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- 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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