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
Lee Roach on X
AppLovin $APP up 13.6% Q/Q as the entire market makes a mess in their trousers after thinking the ad-tech industry was dying, dead and gone.
Mr Neutral Man aka "Howard Marks of REITs” on X
@StructuredFin1 SITC was a $40 stock at one point and then spun off $CURB Someone could've had a $100mm position at a multi billion fund and just didn't know that this was even happening Happens more often than you think
junkbondinvestor on X
Looking to buy some $SPCX-backed GPU debt? Apollo and Goldman are offering slices of up to $500mm before syndication starts. Here’s the tranche pricing (per Bloomberg): A1: $8bn loan at +215 (A-) A2: $4bn bonds at +290 (A-) A3: $23bn bonds at +345 (A-) B: $5bn bonds at +395 (BBB) Meanwhile, $SPCX's existing unsecured bonds are +255...
Lee Roach on X
Looks like buying the dip on $APP was a smart move.
Mr Neutral Man aka "Howard Marks of REITs” on X
Still waiting on the supplemental to be filed, but these are insane new and renewal leases. Up 9% and 5% respectively I remember getting fun of by peeps when Sunbelt MF was all the rage in 2021. Rate hikes killed $CLPR performance since 2022. But the fundamentals are legit nuts
Mikro Kap David on X
All that fuss in the market, only for $APP to accelerate revenue. Lol. Finally, some good news for the Q3 2026 AdTech bagholder support group, of which I'm a proud member...
Kuppy on X
Good interview with the CEO of $UTI on why trade schools are winning…
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
Petrobras: Record Earnings, Shrinking Dividends, And The Lula IV Problem
Petrobras posted record 3Q26 production and earnings, but higher investment needs are shrinking dividends as a possible Lula IV government…
Bernard Zambonin 
Top Rebound Stocks for Nov’26
Texas Pacific Land's 50% selloff reflects faded data-center expectations, while its Permian royalty business generated $498 million of 2025…
ASML ($ASML) Deep Dive
ASML monopolizes EUV lithography, a critical tool for leading-edge chips, with production capacity stretched through 2028 and customer…
Peloton: Beyond The Bike
Peloton’s connected-fitness subscribers fell 9% year over year to 2.475 million, with another high-single-digit holiday decline forecast as…
DHT Holdings: Over A 20% Dividend In A Single Quarter
DHT Holdings earned $1.68 per share in Q3 and projects Q4 EPS of $4.25, supporting a single-quarter dividend above 20% at projected spot…
Melissa Tucker 1 click
The Don Goes Down: What Jensen’s Fall Means
NVIDIA faces a leadership transition as DOJ probes alleged GPU bundling and customer restrictions, with CFO Colette Kress floated as…
GFL Environmental: After The Rejected Offer, The Stock Is Attractive
GFL Environmental rejected private equity bids up to $52 a share after raising FY26 guidance, while 3.8x to 5.1x leverage and BC Partners’…
EuroEquity Research 1 click
ON THE TAPE with Guy Adami
Guy Adami discusses Nvidia, Anthropic's IPO prospects, energy, gold and the AI trade.
Nvidia’s Huang is out, will Kress continue whacky financial moves?
Nvidia says Jensen Huang has resigned as CEO, with CFO Colette Kress named interim chief executive.
An Interview With Roblox CEO David Baszucki About Aggregating Play
Roblox CEO David Baszucki says AI can make game creation accessible to anyone, expanding Roblox’s role in discovery, cross-platform play…
MONOY · long Monotaro CO LTD
MonotaRO, traded as MONOY in the U.S. and 3064 in Japan, is a Japanese MRO distributor recommended as a long.
Undercovered Dozen: Coherent, Bank Of America, MaxLinear And More
Coherent, Applied Optoelectronics and MaxLinear are pitched on AI optical-networking demand and earnings growth, alongside Bank of America,…
The Undercovered Dozen 5 clicks
Expert Call | Lumentum & Marvell Deal
Marvell’s all-stock acquisition of Lumentum targets optical supply, DSP synergies and AI data-center demand, while adding fab integration,…
Post-Memory Sell-Off, Hewlett Packard Enterprise Is More Compelling Than Dell
Hewlett Packard Enterprise offers lower valuation and better memory-price downside protection than Dell, backed by higher-margin…
Benjamin C. Barry 1 click
Quick note on LSAK and GRPN
Lesaka expects its Bank Zero acquisition to close by end-January 2027, though it could still close this calendar year.
DoorDash’s FBA Moment
DoorDash’s $17 billion Instacart deal targets DashMart warehouse scale, where 99%+ order accuracy and faster delivery address the limits of…
WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon
WaterBridge grew Q3 revenue 16.9% year over year as Speedway Phase I lifted produced-water volumes, while pursuing large-scale data center…
Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
Lumen was upgraded to Accumulate after Q3 revenue fell 12% to $2.7 billion, while strategic business revenue rose 10% and reached 55% of…
A Call with Cogent ($CCOI) CEO Dave Schaeffer: Data Centers, the $700M Refi and Life After T-Mobile
Cogent expects to replace roughly $100 million of T-Mobile payments ending in 2028 through cost cuts and high-margin on-net sales, while…
My largest position is now a healthcare stock with 195% upside to my target
An unnamed healthcare company became the portfolio’s largest position at 8%, with a $130 target implying 195% upside despite broken…
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