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 PLTR $373B

Palantir Q3 FY12/26 Earnings Review

Cestrian Capital Research 2 clicks

Nov 2 FTAI $17B

FTAI Aviation Update, Part Two

CV's Substack 5 clicks

From X

@gatorcapital Aug 16

Derek Pilecki on X

@JohnHuber72 If Dimon is so bullish on Mexico, he should have $JPM buy BanaMex from $C instead of buying a Mexican ETF for his PA.

@gatorcapital Jul 18

Derek Pilecki on X

$GS counting AUM from the NN Investment Partners acquisition as Net Inflows during Q2 is not a good look.

@gatorcapital Jul 18

Derek Pilecki on X

Since $SYF reported earnings in Jan 2015, the stock is unchanged and has returned 2% annually (due to dividends) vs 9% for the $XLF. It underperformed because the multiple has gone from 12x to 5x. EPS have compounded 11%...

@gatorcapital Jul 18

Derek Pilecki on X

($SYF cont) Shares out declined 42%. They just improved loan loss guidance. They still have too much capital. The stock popped 5% at today's open but finished close to unchanged. At 5x, it seems like an interesting stock if we don't have a consumer-led recession.

@gatorcapital Jul 16

Derek Pilecki on X

$PNC CEO: "this whole issue is the issue, I think, that investors just have completely wrong about the banking system right now. If you look at the market cap that's been pulled out of the banking system and take your worst-case reserve build and charge-offs through some cycle,

@CapitalVoss May 26

Voss Capital on X

Voss's Q1 Letter to Partners is out. We highlight a new core long: $WSM

@CapitalVoss Feb 4

Voss Capital on X

Much more important than the median is the spread b/ w the cheapest (at 7.4x) and most expensive (at 56x) quintiles on fwd P/E estimates. Valuation dispersion has barely budged w/ recent mkt moves & remains at a record wide gap on par w/ peak of the internet bubble. $SPY $IWM

@CapitalVoss Feb 4

Voss Capital on X

Leading Proxy Advisory Firm Glass Lewis Supports Voss's Case for Change at Griffon $GFF

DoorDash 3Q’26: Buying the Big Basket

DoorDash’s 3Q orders rose 28% as it announced a $17 billion Instacart acquisition, expanding its grocery basket strategy after buying…

DASH $79B

MBI Deep Dives 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

5 Lessons I Learned from Nick Sleep, The Last Buy-and-Holder

Nick Sleep’s Nomad returned 921% before fees by concentrating in Amazon, Costco and Berkshire, and backing businesses that share scale…

COST $469B

Jimmy's Journal 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 4 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 $15B

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

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.

MO $130B

Invariant Nov 1 3 clicks

PRIM · long

Primoris Services CORP

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

PRIM $3.7B

Value Investors Club Aug 4

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…

CRWD $222BSE $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 $38B

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 5 clicks

Publications we follow

Every publication on this site, hand-picked.

129 publications

YouTube 4

Blogs 15

Seeking Alpha 78 of 281

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts

Nominate an account

Investor letters we follow

360 firms

Sectors

Ordered by how often our editor reaches for them.

Monday, November 2, 2026

Derek Pilecki on X

Derek Pilecki on X

Derek Pilecki on X

Derek Pilecki on X

Derek Pilecki on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 78 of 281

X accounts we follow

Investor letters we follow

Sectors