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
Cluseau Investments on X
$GOOG
Fajasy on X
@JonahLupton @elonmusk @SpaceX Idk man he got too many ties to $nvda including his daughter
A Capital on X
Anyone still involved in $PCG?
Convequity on X
@elonmusk Let's get @JensenHuang to TerraFab + Chip design unit either within $SPCX and/or $TSLA or as an independent new venture!
junkbondinvestor on X
CoreWeave is a levered bet on GPU prices at two moments... when a contract is signed and when it’s renewed. Here are my updated views on $CRWV's credit following Q3 earnings:
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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