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Friday, November 13, 2026

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@aleabitoreddit

Serenity on X

Following the $MRVL and $LITE acquisition announcement… Samsung Electronics has been doing vertical integration of their own in photonics to thermal: - New report from Bloomberg states that Samsung Electronics is in talks to buy $MOD Modine. Which supplies thermal/cooling infrastructure for AI data centers. - 2 days ago from Digitimes, Samsung has purchased series of silicon photonics patents from Rockley Photonics (that previously was bankrupt). Covering modulators and PICs, mainly around design and integration. This follows earlier leaks that “Samsung is reportedly considering acquisitions in the silicon photonics space” After Samsung’s reportedly pursues optical engine and PIC manufacturing by 2027, and CPO services by 2029. We’ll likely see this trend accelerate with M&A vertical integration across AI supply chains. Especially considering valuations from smaller upstream companies collapsed recently, despite their strategic significance.
@calvinblissett

Calvin Blissett on X

$ZIM @ZeeContrarian1 @Chuckyb22074706 @ROICRHODES @christankerfund @MarkGroskyEsq. How are we thinking about $HLAG circa ~600m incentive to close this thing before March record date (giving us Q4 26’ div and top up). Thoughts and why would be appreciated. @Chuckyb22074706 is the only one to really touch on this and has a good point about better directors potentially moving up the record date. @ZeeContrarian1 first love your content and evident clarity of thought, thank you! I feel like your thesis is bulletproof except for this risk? How do you think about it especially since if I’m not mistaken you haven’t really touched upon it.

Investor Letters

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Qure Anniversary Update

UniQure’s Huntington’s disease BLA has a May 1, 2027 priority-review date, with an FDA advisory committee expected in late first quarter.

QURE $1.7B
Triple S Special Situations Investing 2 clicks

Big Short: Fidelity & Guaranty

F&G’s main insurer held $66.5 billion of assets against $1.38 billion of statutory capital, while private credit, reinsurance dependence…

FG $3.1B
Mispriced Assets 3 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 $2.5B
TSOH Investment Research 3 clicks

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.

GRPN $513M
Mispriced Assets 5 clicks
WRBY · long

Warby Parker

Warby Parker's $25 valuation does not capture potential upside from smartglasses alongside its core omnichannel eyewear business.

WRBY $3.7B
Value Investors Club 3 clicks

Updates

FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.

PRTH $653M
Nat Stewart - Stock Picking Newsletter 9 clicks

TSOH Weekly Roundup (09/25/2026)

TSOH Weekly Roundup covers Ralph Lauren’s $1 billion distribution pullback, Peloton’s $2,195 foldable treadmill and $800 million…

PTON $2.5B
TSOH Investment Research 3 clicks

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