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.
Monday, November 2, 2026
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DOMO Capital Management, LLC on X
Huge overnight news for #E15 / $ALTO $GPRE in a vote that HAD to be approved before midnight and made it by seconds.... year-round E15 (from NO E15) will now begin in CA beginning 1/1/2027!! This is 600M+ gallons of ethanol demand that will lead to very strong 2027 crush margins while also significantly increasing the value of $ALTO's western ethanol plants. The bill approved E10 vapor recovery systems for E15 use: https://t.co/7gr7rtBX7t
Myles on X
In case you're wondering, yes I am one of the people stuck on the other side of this stupid Markiplier $GPRO short squeeze.
A Capital on X
“Show me the incentive, I’ll show you the outcome” $GPRO https://t.co/BXeW5sATHD https://t.co/MyWEA14vkV
SG on X
@Zerosumgame33 Manav calling $CLMT $DAR $ADM $BG "peers" is crazy to me. Other than all touching ag, they are very different businesses with very different drivers.
BDC on X
$GPRO acquired at $1.14. Was a $98. Founder lead with super voting rights. Woodman's hubris lost him billions. @evanspiegel don't make the same mistake. $snap
Negligible Capital on X
*GOPRO TO MERGE WITH STARMAN OPTICAL FOR $1.14/SHR CASH $GPRO merger for $1.14, halted at $1.6 in the premarket before the news. Tough
A Capital on X
Why isn’t $APTV extremely good (5:1x) R/R here? Post-spin, post-guide cut, stock @ $44.76 and sentiment completely washed… https://t.co/iTmXeDEoCA
DOMO Capital Management, LLC on X
$PBI is wasting no time to step-in and help PCI pre-sort customers: https://t.co/AnKDdbma4a
Investor Letters
All letters- Protean Funds October 2026 AAK $4.6BLFABF $13B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 NET $97B
- Palm Harbour Capital third quarter 2026 ALFLE $116MBOIVF $12B
- Artisan Partners Q3 2026 HDLMY $35BIQV $43B
- Sound Shore Management third quarter of 2026 LUV $21BQXO $12B
- Curreen Capital July–September 2026 CLVT $1.4BAAP $2.9B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.6BCALY $3B
- East 72 Period to 30 September 2026 BOIVF $12BAVOL $8.3B
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.
Taylor Dart 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…
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.
Albert Anthony 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.
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,…
Initiation Report
Nine Mile Metals is initiated under research coverage.
Idea Brunch with Jamil Tahir of TurnMark Capital
TurnMark Capital’s Jamil Tahir describes buying entrepreneur-led microcaps at fundamental inflection points and using Claude to automate…
Lumentum Earnings Preview: The AI Boom Is Already Priced In
Lumentum's $840.70 share price assumes durable AI-driven laser shortages and margins despite capacity expansion, customer bargaining power…
Lee Bailey 1 click
Portfolio Update: October 2026 + Q3 Earnings outlook
Calumet and other refiners sold off alongside AI names, but the RIN thesis for renewable fuel earnings remains unchanged ahead of Q3…
Travelzoo ($TZOO): Members Pay Up Front, GAAP Calls It a Loss, and the Market Prices It Like It's Dying. I think the stock can 4x
Travelzoo’s roughly 400,000 prepaid members generate deferred revenue while acquisition costs hit GAAP earnings immediately, masking the…
PRIM · long Primoris Services CORP
Primoris Services, a $5 billion EPC contractor, has fallen about 60% from its peak.
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.
The Asian Investor 2 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…
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…
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…
Taylor Dart 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…
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…
Verra veerer
Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…
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…
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.
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Sectors
Ordered by how often our editor reaches for them.
