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Thursday, November 12, 2026

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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.

DDI $779M
The Value Road 1 click

From X

@leevalueroach

Lee Roach on X

Only twenty minutes until the greatest media company in the world, Saga Communications $SGA, has their Q3 earnings call. Can’t wait to hear a stupid and pointless story about how Mr. Forgy bought a footlong hotdog and shoved it down his throat back in 1983 while listening to the radio in his car that peels down some Ohio shithole road. Listen guys, Saga is the greatest media company in the world. They sell gift cards and banner ads on Wordpress HTMl websites (digital media). Everyone listens to the radio you know? It’s like 95% of the population listens to the radio. Greatest media company in the world folks. Get ready for the earnings call. This company is a monster.
@gnoble79

George Noble on X

Odd choice by the board too because she will be spending a lot of time w the attorneys, no real time to be CEO. She will have to be terminated too, along with the others involved in both the Megaspeed related stuff, as well as the financial/disclosure related issues. She was the one communicating all the misleading stuff re sales to Asia/China as well, and she was CFO when they changed their geographical rev recognition re this issue. There are going to be so many more shoes to drop on this thing it is not even funny. SELL is not a four letter word. $NVDA

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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…

TPL $19B
Rebound Capital 1 click

ASML ($ASML) Deep Dive

ASML monopolizes EUV lithography, a critical tool for leading-edge chips, with production capacity stretched through 2028 and customer…

ASML $591B
Jimmy's Journal 2 clicks

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…

PTON $2.6B
TSOH Investment Research 3 clicks

ON THE TAPE with Guy Adami

Guy Adami discusses Nvidia, Anthropic's IPO prospects, energy, gold and the AI trade.

NVDA $4.2T
WHAT ARE WE DOING? “Contrarians At The Gate” 5 clicks
SPHR · long

Sphere Entertainment CO

Sphere Entertainment is shifting from construction and startup spending to a high-margin, cash-generative venue-operator model, with…

SPHR $4.6B
Value Investors Club 4 clicks

Apple and a Hacker’s Future

Apple’s walled garden feels limiting as AI increases the value of open systems and hacker-friendly tools.

AAPL $5.2T
Stratechery by Ben Thompson – On the business, strategy, and impact of technology.

British American Tobacco: Harvest

British American Tobacco’s U.S. reset revives combustibles and rebuilds its nicotine-pouch portfolio after legacy-brand writedowns and Velo…

BTI $131B
Invariant 6 clicks

Practical Parametric Yield

Cerebras’s WSE-3 faces parametric-yield constraints that could restrict supply, making power and clock-speed tradeoffs central to its next…

CBRS $24B
Irrational Analysis 3 clicks

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