Monday, November 2, 2026

BMRN Earnings Review

BioMarin’s Q3 revenue rose 32% to $1.02 billion after the Amicus acquisition, while lower 2026 guidance and $2.8 billion of net debt weighed on earnings.

BMRN $11B

Cestrian Capital Research Nov 2 1 click

Nov 2 FTAI $20B

FTAI Aviation Update, Part Two

CV's Substack 4 clicks

Nov 2 DASH $86B

DoorDash 3Q’26: Buying the Big Basket

MBI Deep Dives 1 click

From X

@leevalueroach Nov 2 1 click

Lee Roach on X

Why are coal names down across the board? I see pricing up. Is market nervous about contracting season? What am I missing. Like $BTU here. Any other ones I should spend time on?

@AsifSuria Nov 2 1 click

Asif Suria on X

@redhookmarket1 Yup I really like what they have done and bought for my personal portfolio as well. We wrote about them in February but the valuation was too rich for me at that time. I wish the $JEF note had not landed this morning.

@John_Hempton Nov 2

John_Hempton on X

@AMCOverNoise I am glad you have the skill to buy gems like $AMC

@John_Hempton Nov 2

John_Hempton on X

@224osk It is very sad. But I will die happy as you are buying $AMC.

@aleabitoreddit Nov 2

Serenity on X

People on X (now YC companies included) learned that it’s easier to doompost for impressions. $SPCX + Elon wouldn’t be heavily building in the Neocloud space if they didn’t see the ROI. Samsung wouldn’t be selling 5-10Y LTAs to Chinese big tech, if Alibaba/Tencent/Bytedance saw memory overflooding in 2 years. $LITE wouldn’t be sold out into 2029 and announce new $5B UHP laser contracts if optical demand didn’t persist. It’s interesting seeing the very same people long $SNDK, $NBIS, to $COHR 2 months ago. Flip flop on every market narrative from the initial Iran War to the current “AI Bubble”. I’d argue 180x fwd P/E cybersecurity and biotech stocks are more of a bubble than 3 P/E memory companies with hyperscaler LTAs.

@Mr_Neutral_Man Nov 2

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

@citrini New fear for $COLD and $LINE unlocked

@BarbarianCap Nov 2

Barbarian Capital on X

Estee Lauder Posts Higher Profit, Sales as Turnaround Bears Fruit $EL https://t.co/OrgfAcgwRi

@BarbarianCap Nov 2

Barbarian Capital on X

EOD: $MRVL -12.72% $LITE -18.59% Chip Maker Marvell Agrees to Buy Lumentum in $80 Billion Deal https://t.co/0e5T3LblB7

Kinross: Back On The Sale Rack (Rating Upgrade)

Kinross faces a roughly 6% 2026 guidance miss after lower Round Mountain and La Coipa output, while costs rose 20% year over year.

KGC $24B

Taylor Dart Nov 2 1 click

[scuttleslops] RDDT, AI and cybersecurity, AMZN, MU, META, BLDR, RYAN

Reddit’s Google referrals fell by more than 1 million a week as AI search expands, prompting a logged-in-user push to protect ad yield and…

RDDT $18B

scuttleblurb Nov 2 2 clicks

Iron Mountain: The Data-Focused REIT Looking To Climb Ahead After Q3 Results

Iron Mountain’s upgraded Q2 guidance, revenue, EBITDA and AFFO trends support its outlook before Nov.

IRM $35B

Albert Anthony Nov 2 1 click

Trading Post November 2, 2026: Global Payments Buyout Report Juices Payments Stocks, The Retail Trade, Hong Kong Calling Once Again

Global Payments rose 18% on a reported CD&R and GTCR take-private bid, while estimated control value is $45-$60 versus a $96.84 share price.

GPN $26BFIS $16B

Cassandra Unchained Nov 2 1 click

SoFi Technologies: On The Brink Of A Major Profitability Breakout

SoFi targets $6.4 billion in 2027 adjusted net revenue and $0.90 EPS as financial services growth lifts margins and profitability.

SOFI $22B

The Asian Investor Nov 1 2 clicks

Portfolio Update: October 2026 + Q3 Earnings outlook

Calumet and other refiners sold off alongside AI names, but the RIN thesis for renewable fuel earnings remains unchanged ahead of Q3…

CLMT $3.8B

Treasure Hunting Nov 1 3 clicks

Sleep Well Portfolio (Oct 2026) - SWI#25 and #26 Adding Exposure to AI.

Sleep Well Portfolio adds two AI infrastructure suppliers and trims CrowdStrike at a 140x free-cash-flow valuation and $270 billion market…

SE $45B

Sleep Well Investments Nov 1 7 clicks

Portfolio Update October 2026

Portfolio returned over 15% in October, lifting cumulative gains to 103.5%, while adding 3i Group and increasing Floor & Decor and…

TGOPF $33BTSCO $18B

D Invests Nov 1 3 clicks

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…

ABR $2.2B

John Hempton's Newsletter Oct 31 3 clicks

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

AAOI, Lumentum and Coherent 800G ramps, NVIDIA Rubin timing, and AMD, Intel and Arm server CPU demand frame an expert call on AI…

LITE $62BCOHR $41B

P Equity Research Oct 31 1 click

VEEV · long

Veeva Systems INC

Veeva Systems is a vertical software company valued as if its best growth years are behind it.

VEEV $49B

Value Investors Club Jul 9

Why Muse May Never Need Ads

Muse could sidestep ads by becoming a neutral commerce agent, while DoorDash and Airbnb build proprietary agents that steer users toward…

DASH $86BABNB $99B

MBI Deep Dives Oct 1

Chipotle: Takeover Talk Aside, The Margin Math Is Why I Still Say Buy

Chipotle's Q2 revenue rose 9.3% as traffic and market share grew; the case rests on pricing catching inflation to restore margins.

CMG $42B

The Alpha Analyst Oct 1

Autodesk (NASDAQ: ADSK) Stock Rating: Accumulate After Q2 FY1/27 Earnings - New Rating Bands, Stop And Price Targets Inside

Autodesk reported Q2 revenue growth of 16% to $2.05 billion, while RPO growth slowed to 2%; FY2027 guidance calls for $8.30 billion to…

ADSK $54B

Cestrian Capital Research Oct 1 1 click

HOOY: A Hold For The YieldMax HOOD Option Income Strategy ETF

YieldMax HOOD Option Income Strategy ETF pays high weekly income from Robinhood volatility, but return-of-capital distributions and a 0.99%…

HOOD $76B

Ivan Gaddari Oct 1 1 click

How Ethos Sold Wall Street on AI While Powering an Analog Boiler Room

Ethos Technologies ($LIFE) sells AI-driven life insurance while relying heavily on multilevel marketing agencies using aggressive cold…

LIFE $2.5B

Hunterbrook Oct 1 1 click

Karman Holdings q2’26 Earnings Update

Karman Holdings reported 58% Q2 revenue growth, $1.3 billion backlog and margin expansion while replacing leadership and remediating…

KRMN $5.2B

Monte Independent Investment Research Oct 1

Thursday Tailwinds #9: 1 October 2026

Indian bearing suppliers gain a US tariff advantage as SKF, Schaeffler and Timken build export capacity and source local rings, cages and…

TKR $8.1B

Trade Ideas Flow Oct 1

[ROL – Rollins] The exterminator’s dilemma

Rollins’ shares have fallen more than 50% from their peak, resetting valuation as route density, reliable service and pricing support…

ROL $17B

scuttleblurb Oct 1 1 click

This Week in Special Situations: Pearson, CarMax, Talen Energy, KBR, Apollo Commercial Real Estate

Pearson, CarMax, Talen Energy, KBR and Apollo Commercial Real Estate lead a 33-company survey of activist campaigns, buybacks, M&A and…

KMX $7.9BTLN $17B

Latticework by MOI Global Oct 1 1 click

Monday, November 2, 2026

Lee Roach on X

Asif Suria on X

John_Hempton on X

John_Hempton on X

Serenity on X

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

Barbarian Capital on X

Barbarian Capital on X

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