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

@majgeoinvesting Aug 23

Maj Soueidan on X

$TENX needs a symbol change... Went the wrong way.... $13 to $1 in one day on weak phase 3 data. Respect to biotech investors who take on this type of risk to try and nab the "next one." Truly an expert's playing field. https://t.co/9DVIpuSWuZ

@orrdavid Aug 23 4 clicks

David Orr on X

@grok @jasondebolt Put that another way, you could have known Burry or Einhorn didn't have a real track record back in the mid 2000s, if you'd just realized they were betting huge on the value factor. Same thing with $ARKK through 2021.

@majgeoinvesting Aug 23

Maj Soueidan on X

I don’t usually invest in real estate stocks. But @jeremie0117 pitch on $CSH.UN.TO ( $CWSRF) is enticing - buys properties from Cos. who overpaid, maintained low rental rates to ensure occupancy and need to sell. Chartwell pays below market prices and raise rents. @AurelionRsch https://t.co/WTUcqa06nu

@orrdavid Aug 23 5 clicks

David Orr on X

A rhetorical thought experiment: Someone was all in $GME or $AMC stock on Jan 1st, 2021. They sold all of their stock right near the top. That's +1,600% for $GME and +2,500% for $AMC. They simply did nothing for the next 5 years. $GME guy still has a 65% CAGR, $AMC guy an 80% CAGR. These skilled investors?

@AltaFoxCapital Aug 23 5 clicks

Connor Haley on X

@tomicki @Biohazard3737 What’s your $CRL thesis?

@majgeoinvesting Aug 23

Maj Soueidan on X

@FrenchV33921 Those are the ones that hurt. Mine was $MNST when it was HANS. I owned it during their early energy drink launch days. I sold it after a quick 2x after the CEO told me, “we got this new energy drink, but we don’t know where it’s going - or if it’ll even be successful.”😂😂

@DevinLaSarre Aug 23

Devin LaSarre on X

Newest out. Logista: Another Seed $LOG $PM $BTI $IMBBY $STG $HAYPP $MO https://t.co/G6dSAid8CP

@majgeoinvesting Aug 22

Maj Soueidan on X

@scottfelsenthal It used to be on my do not buy list. However, it’s back on my watchlist. For the record, $SIF was also on my do not buy list for years. 🤐… until recently.. Regarding $OML.V, I think they’ve been setting that gross margin expansion target for a while. So, we’ll have to see.

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 $25BFIS $16B

Cassandra Unchained Nov 2 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

Initiation Report

Nine Mile Metals is initiated under research coverage.

VMSXF $14M

Atrium Research - Equity Research Nov 1 2 clicks

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…

AEYE $158M

Sunday's Idea Brunch Nov 1 3 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

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…

TZOO $54M

Calvin Blissett Nov 1 2 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

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

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

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

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

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

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Monday, November 2, 2026

Maj Soueidan on X

David Orr on X

Maj Soueidan on X

David Orr on X

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Maj Soueidan on X

Devin LaSarre on X

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