Friday, October 30, 2026

Regeneron (REGN) Q3 FY 12/26 Earnings Review

Regeneron’s Q3 revenue rose 36% to $5.1 billion, driven by a 68% jump in Sanofi collaboration revenue, while operating income doubled to $2.0 billion.

REGN $84B

Cestrian Capital Research Oct 30 2 clicks

Oct 30 BE $67B

Bloom: Chinese Scandium Supply Route Restarts

Hunterbrook 4 clicks

Oct 30 MKL $23B

TSOH Weekly Roundup (10/30/2026)

TSOH Investment Research 1 click

From X

@BarbarianCap Oct 26 2 clicks

Barbarian Capital on X

"routinely charged customers more at the register than the prices displayed on shelves, price tags, and advertisements" Dollar General overcharged millions at checkout for years, FTC and 20 states allege $DG https://t.co/MLLZhDflab

@BarbarianCap Oct 26 1 click

Barbarian Capital on X

DraftKings Faces Growing Pressure Over How It Targets Customers $DKNG https://t.co/g0mVWw5JpD

@BarbarianCap Oct 26

Barbarian Capital on X

New number one nat gas producer EQT to buy Range Resources in natural gas megadeal $EQT https://t.co/s7VJ34pZ24

@BarbarianCap Oct 26 2 clicks

Barbarian Capital on X

DoorDash Is in Advanced Talks to Acquire Delivery Rival Instacart $DASH $CART https://t.co/m2GfjyIEjp

@Mr_Neutral_Man Oct 26 4 clicks

Mr Neutral Man aka "Howard Marks of REITs” on X

For those of us looking at termite/pest control companies $ROL (Orkins) scheduling was a breeze. The guy was friendly and not pushy at all. Gave a great inspection and a good quote. $RTO (Terminix) told me I had an appointment today Guy doesn’t know he was scheduled for today. Texted me about 4:26pm and was passive aggressive with the text Apparently call center will just book appointments and sales/inspection guys won’t even know they had something scheduled. Not fun to deal with. But I scheduled him to come next week for thoroughness of the research process,

@pennycheck Oct 26

⚽️📡 on X

$rmbs leg up $amkr leg down same time Do we have another pre earnings leak ?

@Mr_Neutral_Man Oct 26

Mr Neutral Man aka "Howard Marks of REITs” on X

@JohnDoeKnowsGuy Owning some $TLT calls isn’t such a bad idea

@calvinblissett Oct 26 1 click

Calvin Blissett on X

Cury ($CURY3): The Market Sold the One Homebuilder Lula Just Protected Brazil hit its first circuit breaker since 2020 and Cury printed −40%. A 74% ROE builder at 7x earnings, the Caixa problem, the people, and what it's worth. I daresay $NVR model but better, Brazil has structural housing defecit https://t.co/nkR1sqMH6b

Wall Street Erased $16 Billion From a Legal Monopoly Over an AI Myth.

Verisk Analytics’ 40 petabytes of proprietary insurance data and regulatory infrastructure shield its underwriting business from generative…

VRSK $26B

First Strike Research Oct 30 7 clicks

What a Marvell-Lumentum Deal Means for DSPs, Lasers, and Modules

Marvell’s reported Lumentum bid would combine DSPs, lasers and optical modules, but $4 billion of cash and $5 billion of debt point to a…

LITE $83B

Vik's Newsletter Oct 30 1 click

Another Haircut with Avy the Barber

SoFi’s stock case hinges on interest rates, tangible book value and private-credit loan sales after its $1.5 billion equity offering.

SOFI $22B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 29 3 clicks

Twilio CEO: ‘Buy the dip!’

Twilio CEO Khozema Shipchandler urged investors to “buy the dip” after earnings sent the software maker’s shares down 17% after hours.

TWLO $39B

The Technology Letter Oct 29 2 clicks

Incyte (INCY) Q3 FY 12/26 Earnings Review

Incyte reported Q3 FY26 revenue of $1.56 billion, up 14%, while a $1.23 billion Vega acquisition charge drove a $708 million operating loss.

INCY $24B

Cestrian Capital Research Oct 29 2 clicks

CoStar: 3Q26 Business Recap

CoStar’s 3Q26 revenue growth slowed to 14% as bookings fell to $37 million, while cost cuts lifted EBIT margin to 8.8%.

CSGP $12B

Speedwell Memos Oct 29 3 clicks

Carpenter Technology (CRS) Q1'27: The Sell-Off Resets the Entry Point

Carpenter Technology fell 25% after Q1 2027 despite revenue rising 9%, EPS up 34%, and commercial aerospace bookings up 25%.

CRS $15B

Monte Independent Investment Research Oct 29 3 clicks

[scuttleslops] GOOGL, AMZN, BRO, KNSL, ODFL, MCO, SPGI

Google’s AI search could improve ad economics, while Amazon protects its retail ad funnel from shopping agents and specialty insurers face…

BRO $23B

scuttleblurb Oct 29 1 click

This Week in Special Situations: Mattel, Winnebago, PayPal

Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.

PYPL $47B

Latticework by MOI Global Oct 29 2 clicks

Nebius: Why I Loaded Up During This Crash

Nebius secured $4.275 billion in credit facilities and trades at 3.8 times projected 2027 sales, with an AI credit crunch its main…

NBIS $46B

Infinity Curve Oct 29

Culper Research vs Cerebras: A Neutral Engineering-Driven View

Cerebras’ alleged electromigration issues hinge on temperature and voltage limits, not total power draw, while thermal variation and…

CBRS $27B

Irrational Analysis Oct 28 3 clicks

CoStar 3Q26 Recap: Cost Decreases Cost of Growth

CoStar’s 14% revenue growth, $37 million in net new bookings and 14% stock drop sharpen doubts that sales and marketing cuts can coexist…

CSGP $12B

Speedwell Research Oct 28 1 click

Group 1 Automotive (GPI): Q3 2026 Earnings

Group 1 Automotive trades at 5.5 times earnings as aging gasoline vehicles and EV repairs sustain service profits; insiders bought while…

PAG $14B

Cannibal Stocks Oct 28 1 click

Cerebras ($CBRS): A Neocloud Masquerading as a Chipmaker

Cerebras relies on OpenAI for almost all of its $25 billion backlog while renting AI capacity, raising questions over its semiconductor…

CBRS $27B

Shallow Dives Oct 28 4 clicks

The Cigna Group: Client Retention Matters, But Contract Profitability Matters More

Cigna faces PBM margin pressure as employer fee demands and Signature transition costs outweigh specialty-drug growth, limiting profit…

CI $78B

Narek Hovhannisyan Oct 28 1 click

Vertiv (NYSE: VRT) Stock Rating: Accumulate, $329 Price Target After Q3 FY12/26 Earnings

Vertiv beat Q3 revenue guidance by $460 million, grew organic sales 55%, and raised full-year revenue guidance by $650 million to a $14.65…

VRT $88B

Cestrian Capital Research Oct 28 3 clicks

EQT Q3 FY12/26 Earnings Review - Distribute Rating

EQT moved to Distribute at $56.29 after Q3 revenue fell 9.6%; a 44% trailing free-cash-flow margin signals cycle risk despite lower debt…

EQT $34B

Cestrian Capital Research Oct 27 2 clicks

Innodata responds, Amkor surges, Mega Tech spending on tap

Innodata shares fell 25% to $44.74 after India Today reported 550 job cuts in India.

AMKR $10B

The Technology Letter Oct 27 6 clicks

My Last GFL Update - Hopefully

GFL’s take-private structure hinges on BC Partners rolling 60% of its stake to preserve debt portability under the 40% permitted-holder…

GFL $16B

310 Value’s Newsletter Oct 27 5 clicks

Expert Call | Lumentum Optical Chip Capacity, EML/SiPh Outlook & Industry Pricing

Lumentum’s 2027 optical-chip expansion, 200G EML and CW capacity, silicon-photonics roadmap, pricing and 3.2T module prospects face…

LITE $83B

P Equity Research Oct 27 2 clicks

Friday, October 30, 2026

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Mr Neutral Man aka "Howard Marks of REITs” on X

⚽️📡 on X

Mr Neutral Man aka "Howard Marks of REITs” on X

Calvin Blissett on X

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