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 $429B

Palantir Q3 FY12/26 Earnings Review

Cestrian Capital Research 2 clicks

Nov 2 FTAI $20B

FTAI Aviation Update, Part Two

CV's Substack 5 clicks

From X

@Mr_Neutral_Man Oct 13 2 clicks

Mr Neutral Man aka "Howard Marks of REITs” on X

@sean91237 Speaking of homes $INVH is selling at $275-280k/home and they sold hundreds of homes at over $400k/home in Q2. Mix of Cali is high, but even taking out Cali, avg home sold was about $375-$380k Huge gap between what's in private market and public REITs

@StockJabber Oct 13 1 click

Edwin Dorsey on X

@jeremie0117 $DKNG and $SERV are my two favorite ideas!

@aleabitoreddit Oct 13 1 click

Serenity on X

$AGLT (Agility Robotics) has cleared SEC review for public listing through $CCXI If you want an estimate timeline: ~Oct 13 (today): SEC S-4 declared effective ~Nov 2nd (shareholder vote): for merger approval ~November: Merger closing and ticker goes live for trading. Company’s official statement was: “The business combination remains subject to approval by Churchill XI shareholders and other customary closing conditions, and is expected to close in November 2026.” So likely less than a month away for the first pure play US humanoid company to go live!

@AsifSuria Oct 13

Asif Suria on X

51% jump after hours in Liquidia $LQDA on this news. https://t.co/fyGLZzOZsI https://t.co/OWdm3p4xpL

@TimyanBankAlert Oct 13

Timyan Bank Alert on X

$BAFN shareholders did not exercise their free rights to buy more shares at $3.50 when it was trading at $7. 749,535 shares worth. It never ceases to amaze me when this free money is passed up but it happens every time. https://t.co/I9GNvgF7gk

@eriksen_tim Oct 13

Tim Eriksen on X

Solitron Devices $SODI fiscal Q2 results filed today. Sales up 42%. Bookings 48%. Backlog 29%. Net income up! https://t.co/RgcaxzboQs

@leevalueroach Oct 13 1 click

Lee Roach on X

GameStop $GME hits year to date highs as Wall Street hedge funds are left in the dust as they refuse to even look at the company given prior meme stock scarlet letter, despite the CEO buying $118 million worth over the past year. Every purchase a higher price than the one before it too. All indications that Pokemon market not slowing down and GameStop is sandbagging the back half of the year hard. I wrote up a thesis on the company a month or so ago back. It is about to hit my price target if this keeps up. https://t.co/rExF9W5ILg

@calvinblissett Oct 13 1 click

Calvin Blissett on X

If anyone has the capital this is free money $CCLD https://t.co/r2t4EVE2P7

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 $86B

MBI Deep Dives Nov 2 2 clicks

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

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 $460B

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 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 14 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 $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

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

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

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

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 $248BSE $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 $404M

The Oak Bloke Oct 31 3 clicks

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