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Sunday, November 15, 2026

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@StableBread

Fajasy on X

Where tf did all those crap accounts and "analysts" who pitched buying $CCXI (now $AGLT), pumpers, and degens go? I thought I was regarded for not buying the only humanoid listed company in the U.S!!! ... At least according the 4-5 accounts that blocked me for calling out their sh*t DD or simply disagreeing w/their thesis. Thought it was supposed to run up 500% post SPAC like FinTwit claimed??! Thought I was completely missing the point?? "99% of households haven't heard of the stock. Imagine when they do." That was another one of the "arguments" I heard quite often. 😅 Even offered my full deep dive for completely free to read. 🤷‍♂️
@ACapitalLP 1 click

A Capital on X

On a serious note, $CODI is one of the more glaring mispricings I’ve ever seen. People can argue whether NAV is $25 or $40/share, but I’m convinced that if you liquidated the entire company tomorrow, the assets would be worth at least 2x where the stock trades today. So why does this divergence exist? And more importantly, what closes the gap? Asset sales, replacing management, simplifying the structure, eliminating the governance discount? You don’t even need the stock to trade at 100% of NAV. What gets it to 80%? And at $12/share, how much downside are you really underwriting relative to the potential upside? That’s the asymmetry that interests me. I just don’t think there’s enough eyeballs on this given the size…
@ACapitalLP

A Capital on X

The biggest money in public markets is made when perception diverges dramatically from reality. Think of betting on sports on Kalshi/Polymarket. You’re not making a fortune betting on the #1 team to beat the #2 team. You’re making it betting on the 99-to-1 underdog when you realize the odds are completely wrong… A few situations that come to mind: - PSPs ($CIFR, $WULF, $APLD, $RIOT): Financing fears vs. the value of contracted power and development pipelines. - $TLN: PJM regulatory overhang vs. underlying FCF generation. - $FSLR: Fears of losing 45X credits vs. durable domestic manufacturing economics. What other situations fit this framework?

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TSOH Weekly Roundup (11/13/2026)

Tripadvisor’s CEO and CFO will depart after weak Q3 results, while Roblox’s CEO discusses AI and Berkshire repurchases $9.6 billion of…

TRIP $853M
TSOH Investment Research 3 clicks

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
IOND · long

Ionic Digital INC

Ionic Digital (IOND) is pitched as a legacy bitcoin miner shifting into AI infrastructure, with Nscale’s Microsoft-backed, NVIDIA-linked…

IOND $2.7B
Value Investors Club

Why I Agree With Rob Vinall on Wix

Wix’s paying-subscriber conversion fell from 2.72% to 2.01% since 2019, while Business Solutions drove growth and activist-led cost cuts…

WIX $3.9B
Ezra's Notes 1 click

Not So Fast

Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.

EVC $874M
The Mikro Kap 6 clicks

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