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
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From X
SG on X
$RILY gapping up this morning on favorable earnings report from $BW. BRC Holdings owns 27.6m shares of Babcock and Wilcox.
BDC on X
@BillAckman @MikeBenzCyber Maybe it’s time for $mrna to you know reflect its fair value of $0.
Maj Soueidan on X
Microcap Earnings Calls I’m tracking tomorrow + why: $MDP.TO New drug momentum $TISI Turnaround + activist $ACCS Competitive environment $BWEN Turbine business pulse $ATGN Hail Mary $FF Nice Q per @GrumpierBTDay $TACT Recurring revenue push $OPXS Backlog trends @InfoArbMonitor
Mikro Kap David on X
For reference, this is what an impressive quarter from $EVC looked like just a year ago. Covered my thoughts on Q2 2026 in the paid chat. Heading to sleep now.
Ian Bezek on X
@SowingAlphaSeed I had $U long $APP short on for a while. Still long Unity, but shouldn't have covered Applovin, would have been right on both ends.
SG on X
$FF results looked good to me. I remain long and may add.
Maj Soueidan on X
Well, it looks like $HQI is still seeing a recovery its business, strengthening throughout Q2. Staffing industry is tough right now, but Co. is still worth tracking. Regarding $MPAA, I guess the chapter 11 asset purchase is still an intriguing catalyst. @InfoArbMonitor
Mikro Kap David on X
It only took a 20-second glance at $EVC Q2 '26 results to see that Smadex is once again firing on all cylinders—230% revenue growth (another fucking acceleration) and EBIT up 673%, topping $40M for the segment. In a single quarter. 🤯 (missed Q1 tweet due to Champions League)
Investor Letters
All letters- Protean Funds October 2026 AAK $4.6BLFABF $13B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 CRWD $222BNET $97B
- Palm Harbour Capital third quarter 2026 ALFLE $116MBOIVF $12B
- Artisan Partners Q3 2026 HDLMY $35BIQV $43B
- Sound Shore Management third quarter of 2026 BP $120BLUV $21B
- Curreen Capital July–September 2026 CLVT $1.4BAAP $2.9B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.6BCALY $3B
- East 72 Period to 30 September 2026 BOIVF $12BAVOL $8.3B
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The Asian Investor 2 clicks
Travelzoo ($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
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