Saturday, October 31, 2026

When the liquidity does not add up

Arbor Realty Trust’s dividend suspension is presented as creating $60 million of liquidity, raising questions about its ability to meet 2027 debt maturities.

ABR $2.2B

John Hempton's Newsletter Oct 31 3 clicks

Oct 31 AMZN $2.9T

Amazon.com Inc (AMZN) Earnings Update: Q3 2026

SixSigmaCapital: Navigating the Financial Markets 7 clicks

Oct 31 LITE $62B

Expert Call | Optical Module Ramps, Lumentum vs. Coherent Momentum, Server CPU, and Advanced Packaging Constraints

P Equity Research 2 clicks

From X

@TidefallCapital Sep 29

Trevor Scott on X

72% drawdown on $FICO https://t.co/PUmZEyBrqV

@DOMOCAPITAL Sep 29

DOMO Capital Management, LLC on X

Why a $MNRO sale is likely imminent: The quarter after the Chairman, Solomon,received millions of shares in exchange for giving up his right to veto a sale of the company - the company initiated a strategic review that was in "preliminary stages." Last quarter that changed to "well underway" and the "financial and legal advisors" became "independent financial advisors Bank of America and Solomon Partners." In regards to valuation. The CEO has a comp package that essentially doubles his outstanding shares if the stock hits $25 and triples them if the stock hits $30. An announcement of a sale of $MNRO appears to be imminent (before year end) especially since Icahn just closed on Pep Boys sale to Mavis and a sale price of $MNRO of at least $25 but possibly $30+ seems probable.

@irbezek Sep 29

Ian Bezek on X

I think the $FICO bulls have finally suffered enough. We still don't need any more articles about how it's a great compounder, though. https://t.co/WScp286m47 https://t.co/FBul5wCehN

@calvinblissett Sep 29

Calvin Blissett on X

In your opinion Drew does part of the end buyer most still hold due to the years of data and hence better prepayment risk that a $FICO score allows for? In addition I haven’t looked to much but if it’s clear it’s a VS 740 and a FICO 740 won’t buyers still reflect that differential in price because they aren’t completely the same

@calvinblissett Sep 29

Calvin Blissett on X

Good news, however if you are following this please keep cash around as when it is ‘officially’ announced arbs exiting will likely sell it down a good chunk. $ZIM https://t.co/CeQ6985wr9

@calvinblissett Sep 29

Calvin Blissett on X

$ZIM https://t.co/CrOJ7BsCfY

@UCompounders Sep 29

Undiscovered Compounders on X

442,113,600%. That's how much Altria has compounded over the past 100 years. $MO Remove Altria from the average return of every US stock since 1926, and the average gets cut in half: from 30,000% to 15,000%. What's stopping you from compounding like that?

@kab604 Sep 29

kab60 on X

Remember when this compounder turned shitco traded below TBV? $KMX Eventually everything trades like a toaster: https://t.co/pxg6c20uj0

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…

VRRM $404M

The Oak Bloke Oct 31 3 clicks

FTAI 3Q26: Aero margins in focus

FTAI’s Aerospace Products margin rebounded to 31% as CFM56 module output rose, while Power deposits and contracted deliveries fund its 2027…

FTAI $20B

Stock Thoughts Oct 31 5 clicks

Microsoft's AI Boom Has A Cost

Microsoft’s Azure grew 48% as AI monetization accelerated, but doubled CapEx, largely for CPUs and GPUs, reduced quarterly free cash flow…

MSFT $4T

Yiannis Zourmpanos Oct 31 2 clicks

Life360 ($LIF): The Family App Wall Street Fell Out of Love With

Life360 has fallen 60% despite 40% revenue growth, 100 million monthly users and profitability, as its family-safety subscriptions and…

LIF $4B

Substack von Philipp Oct 31 4 clicks

Anthropic’s Growth is Slowing: Is AI Capex Next? | The Weekly Wrap

Anthropic’s revenue growth slowed from 147% in Q2 to 45% in Q3, raising questions about AI capital spending as Amazon holds capex flat.

AMZN $2.9T

Steve Eisman Oct 30 5 clicks

American Tower's Starlink Opportunity

American Tower could gain $1.13 to $3.54 in AFFO per share if Starlink accesses 80,000 U.S. cell sites and becomes a fourth major tenant.

AMT $90B

Dane Bowler Oct 30 3 clicks

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…

CVX $423B

Cestrian Capital Research Oct 30 4 clicks

AstraZeneca (AZN) Q3 FY12/26 Earnings Review

AstraZeneca reported $16.2 billion Q3 revenue, up 7%, as oncology grew 17% and Farxiga fell 25% after US generics.

AZN $285B

Cestrian Capital Research Oct 30 3 clicks

SNY Earnings Review

Sanofi raised FY26 guidance after Q3 sales grew 14.3% at constant currency, led by 34.8% Dupixent growth; vaccines declined 6.6%.

SNY $114B

Cestrian Capital Research Oct 30 1 click

SK hynix: Despite Their Premium To The Korean Shares, The U.S. ADRs Are A Bargain

SK hynix's U.S. ADR trades at a valuation discount despite AI-driven memory demand, with 50% of 2027–2028 capacity under long-term…

SKHY $729B

Adam Schadt Oct 30 2 clicks

PSN · long

Parsons CORP

Parsons generates roughly half of its $6.4 billion revenue from Federal Solutions, serving defense and intelligence customers.

PSN $5.3B

Value Investors Club Aug 2

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…

REGN $101B

Cestrian Capital Research Oct 30 2 clicks

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

XOM Q3 FY12/26 Earnings Review - Distribute Rating - No Paywall.

ExxonMobil’s Q3 revenue rose 33% to $113.2 billion as refining earned $9.1 billion, surpassing upstream; the company set 2027 buybacks at…

XOM $689B

Cestrian Capital Research Oct 30 2 clicks

Amazon 3Q’26: Trillion Dollar Talks

Amazon projects AWS growth above 40% through 2028 while funding a $220 billion capex plan with rising debt and an $80 billion equipment…

AMZN $2.9T

MBI Deep Dives Oct 30 3 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 $24BADT $7.2B

TSOH Investment Research Oct 30 1 click

Alphabet's Post-Earnings Selloff Is The Best Buying Opportunity In Years

Alphabet's Google Cloud operating income more than tripled to $11.1 billion, while EPS fell 26% on a $2.76 billion SpaceX paper loss.

GOOGL $3.4T

Rick Orford Oct 30 5 clicks

AMZN Q3 FY12/26 Earnings Review

Amazon reported $201.9 billion Q3 revenue and 39% AWS growth, while $220 billion in 2026 capex drove trailing free cash flow to a $42.4…

AMZN $2.9T

Cestrian Capital Research Oct 30 3 clicks

Earnings Review: $AMZN and $LLY

Amazon’s AWS revenue grew 39% to $46B as capex drove negative FCF; Lilly raised 2026 guidance to $91-92B on GLP-1 volume growth.

AMZN $2.9TLLY $1.3T

Rebound Capital Oct 30 2 clicks

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 $25B

First Strike Research Oct 30 7 clicks

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Saturday, October 31, 2026

Trevor Scott on X

DOMO Capital Management, LLC on X

Ian Bezek on X

Calvin Blissett on X

Calvin Blissett on X

Calvin Blissett on X

Undiscovered Compounders on X

kab60 on X

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Seeking Alpha 74 of 275

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