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 $17B

FTAI Aviation Update, Part Two

CV's Substack 5 clicks

Nov 2 DASH $86B

DoorDash 3Q’26: Buying the Big Basket

MBI Deep Dives 2 clicks

From X

@IdeaBrunchEmail Dec 18

Idea Brunch on X

Brian Bellinger is one of the best small-cap investors you've never heard of. His Idea Brunch pick from 2021 has more than tripled and his new interview is one of our favorites Read the full interview with Idea Pitches below $JAKK $INSP https://t.co/HKpmjqWyic

@catechwilliams Dec 15

catechwilliams on X

$DAKT Just announced a substantial new project win. Estimated to be $25M in revenue to Daktronics. Yankees, Dodgers, Cubs are among those exploring potential upgrades for next season, all of which are exisiting customers. https://t.co/dcn6TcQNr4

@catechwilliams Dec 5

catechwilliams on X

$DAKT Another strong result: sales grew 6%, $0.27 EPS (ex non-cash convert expense) brings LTM to nearly $1.40 or 8x EPS. Don't see a lot of growing, industry leaders w strong FCF profiles at that multiple. No banks cover it, that will change soon. CFO at 2 conferences this week.

@catechwilliams Dec 4 1 click

catechwilliams on X

$DKNG Basically just said at the Craig Hallum Conference they are going to miss Q4 guidance. CEO: "literally had the worst stretch of the year, the last few weeks...sometimes that happens where you issue your guidance...So we'll see."

@IdeaBrunchEmail Dec 4 1 click

Idea Brunch on X

New Idea Brunch interview with Wyatt Sparks of Sea Meadow Capital We discuss a ton of his ideas including $AROC, $AESI, $EQC, $ELME, $WY, and more Read on: https://t.co/2EqRqiZWve

@catechwilliams Nov 30

catechwilliams on X

$DAKT Perhaps the most attractive long I’ve seen in years. Dominant \position in a category growing >20%. Major business overhaul taking hold after years of underperformance. Stock trades at 7x EPS/ 13% FCF yield due to low awareness of these structural improvements (see below)..

@IdeaBrunchEmail Nov 26

Idea Brunch on X

Thank you @irbezek for the phenomenal interview! Some tickers mentioned include $PAC, $OMAB, $ASR, $AGUA, $ALSEA, and $CIB https://t.co/uzLr6Yk1wh

@gatorcapital Nov 16

Derek Pilecki on X

Attended the Piper Sandler bank conference today. Met with $NBN, $UNTY, $WBS, $CNOB and others. Huge disparity between where market is pricing the stocks and what mgmt teams are saying about credit.

[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 $25BFIS $16B

Cassandra Unchained Nov 2 2 clicks

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 $21B

The Asian Investor Nov 1 2 clicks

48 Top Stock Pitches (26th-1st November) [NO PAYWALL] 🖨️

Capital Employed rounds up 48 stock pitches, led by Greystone’s $14.50 target for organ-transplant logistics firm Strata Critical Medical,…

SRTA $498M

Capital Employed Nov 1 14 clicks

Lumentum Earnings Preview: The AI Boom Is Already Priced In

Lumentum's $840.70 share price assumes durable AI-driven laser shortages and margins despite capacity expansion, customer bargaining power…

LITE $48B

Lee Bailey Nov 1 1 click

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 4 clicks

PRIM · long

Primoris Services CORP

Primoris Services, a $5 billion EPC contractor, has fallen about 60% from its peak.

PRIM $3.9B

Value Investors Club Aug 4

Agnico Eagle: Soaring Above The Peer Group

Agnico Eagle expects low-end 2026 guidance despite Barnat setbacks, while Hope Bay, Upper Beaver and Odyssey support production above 4…

AEM $93B

Taylor Dart Nov 1 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

Verra veerer

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

VRRM $333M

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 $17B

Stock Thoughts Oct 31 5 clicks

SoFi Technologies: Nobody Saw This Coming

SoFi raised its 2026 guidance after a blowout Q3 and issued a strong 2027 outlook, with revenue projected to reach $5 billion by Q4 2030.

SOFI $21B

Riyado Sofian Oct 31

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

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 4 clicks

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 $94B

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 $52B

Hunterbrook Oct 30 5 clicks

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Monday, November 2, 2026

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