Friday, October 30, 2026

CVX Earnings Review

Chevron’s Q3 revenue rose 35% to $65.2 billion and EBITDA 75% to $20.2 billion, while production trailed guidance and refining margins drove 46% of segment earnings.

CVX $465B

Cestrian Capital Research Oct 30 3 clicks

Oct 30 AZN $270B

AstraZeneca (AZN) Q3 FY12/26 Earnings Review

Cestrian Capital Research 2 clicks

Oct 30 SNY $108B

SNY Earnings Review

Cestrian Capital Research 1 click

From X

@ACapitalLP Oct 30

A Capital on X

Look at $FDXF. A month of underperformance based on “channel checks,” followed by a ~15% move and multiple analyst upgrades after a single session (catalyst day). https://t.co/X81f5cl6Eh https://t.co/FfwGWZlciQ

@BarbarianCap Oct 30 1 click

Barbarian Capital on X

Starbucks sales miss expectations, but its U.S. turnaround is gaining steam $SBUX https://t.co/kPufTMV5zS

@BarbarianCap Oct 30

Barbarian Capital on X

Reddit stock plunges 30% after weak outlook, heads for worst day ever $RDDT https://t.co/aemPgp56rc

@BarbarianCap Oct 30

Barbarian Capital on X

BP’s profits surge to new record on high fuel prices $BP https://t.co/bUl30Vb4Ti

@DOMOCAPITAL Oct 30

DOMO Capital Management, LLC on X

Woah, massive $PESI news out tonight... DOE breaks ground on new cleanup system at Hanford Site - Elkhorn Media Group https://t.co/jYZklPDW4S

@BarbarianCap Oct 30 1 click

Barbarian Capital on X

CD&R pursues buyout of $40 bn card processor Global Payments $GPN https://t.co/Wil5Zf6xn7

@DOMOCAPITAL Oct 30 1 click

DOMO Capital Management, LLC on X

Woah, massive $PESI news out tonight... DOE breaks ground on new cleanup system at Hanford Site - Elkhorn Media Group https://t.co/QUDq7IMaas

@BarbarianCap Oct 30

Barbarian Capital on X

"higher sales and recent cost-savings efforts weren’t able to fully offset steeper-than-expected inflation." $NWL Newell Brands Swings to Loss Despite Higher Sales https://t.co/WPRdY3lzz3

Bloom: Chinese Scandium Supply Route Restarts

Bloom may have reopened imports of scandium-containing components from China to the United States, according to new trade data.

BE $63B

Hunterbrook Oct 30 4 clicks

TSOH Weekly Roundup (10/30/2026)

Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.

MKL $23BADT $7.2B

TSOH Investment Research Oct 30 1 click

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

Tango: Upgrading 'Buy' Based On ESMO 2026 Vopimetostat PDAC Data And Pathway Advancement Clarity

Tango Therapeutics reported an 82% response rate and 88% nine-month PFS for vopimetostat plus RASONQUE in RAS-mutant pancreatic cancer,…

TNGX $3.7B

Terry Chrisomalis Oct 30 2 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…

MRVL $150BLITE $62B

Vik's Newsletter Oct 30 1 click

Smart Fit: Global Fitness Ambitions (Ticker: SMFT3)

Smart Fit, Brazil’s SMFT3, is expanding its low-cost gym network across Latin America, with corporate-wellness platform TotalPass adding to…

ESMR $1.9M

Emerging Moats Research Oct 30 2 clicks

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

Miami International: Q3 Growth And Operating Leverage Impress (Rating Upgrade)

Miami International Holdings posted 20% Q3 revenue growth and 47% EBITDA growth as options volumes, market-share gains and operating…

MIAX $3.2B

Seeking Profits Oct 29 4 clicks

Intel Q3 2026: Dead Inside

Intel’s Q3 2026 datacenter CPU shortage reflects wafer-start planning failures, not substrate constraints, after demand shifted from client…

INTC $348B

Irrational Analysis Oct 29 2 clicks

Bloody Thursday: Defending Alphabet, now Amazon and Intel in the penalty box

Alphabet, Amazon and Intel face market pressure as the big three cloud giants reaffirm AI spending plans.

INTC $348B

The Technology Letter Oct 29 1 click

MOH · long

Molina Healthcare INC

Molina Healthcare is presented as a long investment in the widely disliked U.S. health-insurance industry.

MOH $11B

Value Investors Club Jun 22 4 clicks

💥Is Hain in Pain?💥

Hain Celestial is under scrutiny amid food-sector situations drawing attention.

HAIN $11M

PETITION Aug 12

Research Roundup Vol. XLVIII

Palantir’s Q2 revenue beat, Sony’s physical-media exit and Diamondback’s Permian gas constraints frame a roundup on AI adoption, oil prices…

PLTR $429BSONY $149B

Monte Independent Investment Research Aug 12 1 click

Mercado Libre (MELI) Q2'26 Business Update - Credit Issue?

Mercado Libre’s Q2 revenue and financial income rose 50% past $10 billion, while operating margin fell 550 basis points to 6.7% as Mercado…

MELI $86B

Sleep Well Investments Aug 12 1 click

Entravision Q2 Notes

Entravision’s ATS revenue rose 230% to $182.8 million in Q2, but shares fell from above $14 to about $8 after management forecast…

EVC $638M

The Value Road Aug 11 13 clicks

Lumentum Q4 FY26 Earnings

Lumentum’s CW lasers offer wider mode-hop-free operating ranges for co-packaged optics, supporting premium pricing and 80–90%…

LITE $62B

Irrational Analysis Aug 11

Trading Post August 11, 2026

Molina Healthcare was increased at $198 to a full position, with political-season benefits supporting the long-term thesis.

MOH $11B

Cassandra Unchained Aug 11 1 click

Sea Limited Earnings Update: A quick look

Sea Limited reported Q2 2026 revenue of $7.8 billion, up 48%, as Shopee, Monee and Garena lifted adjusted EBITDA to $917 million.

SE $45B

SixSigmaCapital: Navigating the Financial Markets Aug 11

The numbers don’t tell the full story

Nintendo’s sales fell 9.5% while operating profit rose 150%, aided by digital mix, a $300 million tariff refund and Switch 2 comparisons…

NTDOY $60B

Best Anchor Stocks Aug 11

Quick Value #326 - Shift4 Payments (FOUR)

Shift4 Payments trades at 6.9x EBITDA after a 50% five-year share decline, while leverage from acquisitions and slowing EPS growth weigh on…

FOUR $3.3B

Value Don't Lie Aug 11

Friday, October 30, 2026

A Capital on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

DOMO Capital Management, LLC on X

Barbarian Capital on X

DOMO Capital Management, LLC on X

Barbarian Capital on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 69 of 271

X accounts we follow

Investor letters we follow

Sectors