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
Back to today
From X
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?
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 on X
@AMCOverNoise I am glad you have the skill to buy gems like $AMC
John_Hempton on X
@224osk It is very sad. But I will die happy as you are buying $AMC.
Mr Neutral Man aka "Howard Marks of REITs” on X
@citrini New fear for $COLD and $LINE unlocked
Barbarian Capital on X
Estee Lauder Posts Higher Profit, Sales as Turnaround Bears Fruit $EL https://t.co/OrgfAcgwRi
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
Investor Letters
All letters- Protean Funds October 2026 AAK $4.7BLFABF $13B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 CRWD $248BNET $97B
- Palm Harbour Capital third quarter 2026 BOIVF $12BCEVMF $5.3B
- Artisan Partners Q3 2026 HDLMY $32BIQV $43B
- Sound Shore Management third quarter of 2026 BP $125BLUV $21B
- Curreen Capital July–September 2026 AAP $2.9BCUUCF $5.3B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.7BCALY $2.8B
- East 72 Period to 30 September 2026 BOIVF $12BAVOL $8.1B
DoorDash 3Q’26: Buying the Big Basket
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Kinross: Back On The Sale Rack (Rating Upgrade)
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Taylor Dart 1 click
[scuttleslops] RDDT, AI and cybersecurity, AMZN, MU, META, BLDR, RYAN
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5 Lessons I Learned from Nick Sleep, The Last Buy-and-Holder
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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 1 click
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.
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
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…
Altria: Dutiful
Altria raised 2026 adjusted EPS guidance to $5.66 to $5.74 and authorized more buybacks, while on! loses share as cigarette margins hold.
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 $270 billion market…
IBIT · long Ishares Bitcoin Trust Etf
IShares Bitcoin Trust ETF (IBIT) is presented as a high-conviction Bitcoin position with attractive risk-reward.
How Ethos Sold Wall Street on AI While Powering an Analog Boiler Room
Ethos Technologies ($LIFE) sells AI-driven life insurance while relying heavily on multilevel marketing agencies using aggressive cold…
Karman Holdings q2’26 Earnings Update
Karman Holdings reported 58% Q2 revenue growth, $1.3 billion backlog and margin expansion while replacing leadership and remediating…
Thursday Tailwinds #9: 1 October 2026
Indian bearing suppliers gain a US tariff advantage as SKF, Schaeffler and Timken build export capacity and source local rings, cages and…
[ROL – Rollins] The exterminator’s dilemma
Rollins’ shares have fallen more than 50% from their peak, resetting valuation as route density, reliable service and pricing support…
This Week in Special Situations: Pearson, CarMax, Talen Energy, KBR, Apollo Commercial Real Estate
Pearson, CarMax, Talen Energy, KBR and Apollo Commercial Real Estate lead a 33-company survey of activist campaigns, buybacks, M&A and…
HubSpot Valuation: SaaS-Pocalypse Discount And DCF Imply More Upside
HubSpot trades at 18.4x forward earnings and 3x sales after the SaaS selloff; a DCF using 22% FCF growth values shares at $302.66.
Bishop Research and Analytics 2 clicks
Why I Agree With Rob Vinall on Wix
Wix’s paying-subscriber conversion fell from 2.72% to 2.01% since 2019, while Business Solutions drove growth and activist-led cost cuts…
TWOD: Close Positions Or Tender Shares
TWOD holders can tender at $26.3841, sell before October 2, 2026, or await roughly $26.7578 in final redemption proceeds.
Colorado Wealth Management Fund 
Group 1's CEO Said "Competitive Advantages and Opportunities." A Car Dealer? I Went Looking.
Group 1’s 19% ownership cap, tied to automaker franchise agreements, frames Conifer’s 1.9 million-share stake and potential buyback-driven…
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