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 5 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 $25B

Taylor Dart Nov 2 2 clicks

[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 3 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 $33B

Albert Anthony Nov 2 3 clicks

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 4 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 $49B

Sleep Well Investments Nov 1 8 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 $36BTSCO $19B

D Invests Nov 1 4 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 $48BCOHR $41B

P Equity Research Oct 31 2 clicks

CHRW · long

C H Robinson Worldwide INC

C.H. Robinson faces new liability exposure after the Supreme Court unanimously allowed state negligent-hiring claims under the FAAAA.

CHRW $15B

Value Investors Club May 17

AAON

AAON shares have fallen 45% from November 2024 highs as core HVAC bookings weaken, while BASX supplies hyperscale data-center growth.

AAON $5.7B

Kairos Research Jul 16

Quiet Compounders, a Hidden Moat and an 18% FCF Yield at Pitney Bowes (PBI)

Pitney Bowes trades at an 18% FCF yield, with 25% operating margins, 30%-plus ROIC and plans to return free cash flow mostly through…

PBI $2.2B

Base Hit Investing Jul 11

BSR REIT (TSX:HOM.U)

BSR REIT’s $618.5 million sale to AvalonBay valued Texas apartments near a 5% cap rate and removed consent rights that had constrained…

RETDF $3.9B

Real Assets, Real Value Jul 8

4 High-Quality Global Compounders Hiding in Plain Sight

ASML, LVMH, Mercado Libre and CSL are presented as global compounders with durable barriers, strong brands or integrated platforms, and…

MELI $77B

Invested Capital Jul 5

Alta Fox NATL Presentation

Alta Fox values NCR Atleos at $100 a share, citing ATM-as-a-Service growth, deleveraging and buybacks.

NATL $3.5B

Research - Alta Fox Capital Jul 1

API Group: A reasonable path to $50+ per share

API Group targets $10.4 billion of 2028 revenue and 16% EBITDA margins as recurring compliance inspections expand, supporting a $50-plus…

APG $17B

Kairos Research Jun 29 1 click

Pt III: A High Quality Tech Provider with an Emerging Event-Angle

IMAX China, Hong Kong-listed 1970, is IMAX’s exclusive Greater China licensee, earning box-office-linked fees from premium large-format…

IMAX $2.8B

Raging Bull Investments Jun 29 1 click

[$VEEV] Veeva Systems

Veeva serves 1,500 life-sciences customers with cloud software and targets AI-driven industry efficiency gains as new commercial and R&D…

VEEV $49B

Lewistown Capital Jun 24

How Dev Kantesaria Invests in High-Quality Businesses

Dev Kantesaria favors concentrated, long-term holdings in predictable organic growers, citing FICO’s royalty pricing power and selling…

FICO $16BADBE $96B

Invested Capital Jun 21

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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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Seeking Alpha 74 of 275

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