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

@orrdavid Oct 21 1 click

David Orr on X

$SOXX had every chance to break out to new highs. After Leopold's blow up, you should strongly have assumed it would have. It tried, and the bulls blew ouat again. The whole setup seems so bearish the AI trade today. https://t.co/Y9i3lKYHXU

@John_Hempton Oct 21 3 clicks

John_Hempton on X

Purecycle is now in the 2s. The capital markets want to know. Will Dan Gibson average down again and thus defer his total loss. $PCT https://t.co/1TKjUOQRcH

@John_Hempton Oct 21 2 clicks

John_Hempton on X

How long until Irontown is sold for scrap? $PCT https://t.co/EIF9X1fAEf

@AsifSuria Oct 21

Asif Suria on X

"We believe mgmt. wants to make sure it gets credit for that ramp, which could happen by letting the next 1-4 quarters play out." Management at $LION has been deeply entrenched and the company has become an "activist black hole". Carl Icahn's protege Mark Rachesky disappeared into it and it also swallowed our former Treasury Secretary Steven Mnuchin. At least after Mnuchin got involved, we managed to get rid of the dual class structure and Starz $STRZ was spun out. Like @valuedontlie I should have doubled down on Starz instead of $LION. Still long Lionsgate Studios and still willing to be patient but it feels like Feltheimer has perfected the art of moving the goal post.

@marginofdanger Oct 21 3 clicks

marginofdanger on X

Some drama at the $BWEL annual meeting. They refused to take any questions! Wonder if something is coming.

@HaydenCapital Oct 21

Fred Liu on X

And this is the ramp for scaled stores (top 1M shopify stores). Excluding the influx of HK/China sellers, we can clearly see the Black Friday ramp these last few weeks. $APP (Chart from our internal tracking tool) https://t.co/2Exb8qRUjI https://t.co/AigrDesxYq

@catechwilliams Oct 21 1 click

catechwilliams on X

$AMRO. Recent IPO of a deteriorating Australian (now dual-listed) commodity alloys company sourcing out of China. Negative gross margins, hemorrhaging cash, leverage issues compounded by growing capital needs, heading to likely insolvency. Multiple red flags. No valuation support

@hkuppy Oct 21

Kuppy on X

@JoshYoung Is $CRWV doing a convert or something..??🤣

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

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 $430M

Capital Employed Nov 1 13 clicks

Initiation Report

Nine Mile Metals is initiated under research coverage.

VMSXF $15M

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 $164M

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 $62B

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 1 click

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 $22B

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 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 2 clicks

Verra veerer

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

VRRM $404M

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 $20B

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 $22B

Riyado Sofian Oct 31

Monday, November 2, 2026

David Orr on X

John_Hempton on X

John_Hempton on X

Asif Suria on X

marginofdanger on X

Fred Liu on X

catechwilliams on X

Kuppy on X

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