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 1 click

Nov 2 FTAI $20B

FTAI Aviation Update, Part Two

CV's Substack 4 clicks

From X

@convequity Oct 28

Convequity on X

In our view, $MNDY needs customers to pay for agent work, not just human seats. MNDY sits on Route 2 of our SaaS Survival Scorecard, contested optionality. Sticky workflows help, but coordinating other SaaS applications is increasingly something an external agent can do. An agent can now perform much of the typing, summarising and routing that once required someone to open a board. MNDY's opportunity is to capture customers' unwritten knowledge of how work gets done, which could make its agents harder to replace. We estimate AI ARR at $20-30 million, well behind selected AI-native leaders despite an established customer base. We think growing revenue-linked work could outweigh human-seat losses if MNDY captures enough revenue through API capacity, AI credits and future agent charges. A larger investment case requires evidence that paid agent work can sustain growth and attractive margins.

@leevalueroach Oct 28 1 click

Lee Roach on X

E.W. Scripps $SSP raising political guide 40% over the 2022 midterms. Broadcasters are sleeping giants. https://t.co/vLVp6x77mY

@BarbarianCap Oct 28

Barbarian Capital on X

the letter attached to the 13-D $WEN https://t.co/3xk6BaceiM https://t.co/MvityYj8DK

@BarbarianCap Oct 28

Barbarian Capital on X

"Trian, a longtime shareholder in Wendy’s, is leading a group that has offered to pay $7.35 a share" $WEN Nelson Peltz’s Trian Offers to Buy Wendy’s for $1.4 Billion https://t.co/3FaWClezcx

@ACapitalLP Oct 28

A Capital on X

@richtrades100 $MGM bid for $PPLI likely on hold for now… https://t.co/fH5yRtN3wx

@valuedontlie Oct 28 1 click

Colin King on X

Activist idea: $MAT trades at $15 and is down 30% over 5yrs (earnings hammered with tariffs, supply chain, etc.) 3 top holders pushing for a sale CEO just left to join SKYD Authentic Brands and Zuru both rumored to be interested (L Catterton approached them 2 years ago too) Hmm...

@KEDM_COM Oct 28

KEDM.com on X

We highlighted Harbor Diversified $HRBR back in Jan after the announcement that the company was selling Air Wisconsin, which would bring the estimated cash level of the company to $3.5 per share, whilst the company was trading at $1.5 a share. Cedar Creek Partners @eriksen_tim also highlighted this ED in its Q3.

@TheBenSchmark Oct 28

JabroniCoin.USD on X

Greenlight on two additional sources of $CENX value: 1) Oklahoma smelter tariff incentive: CENX equity investment ~$760m, and will yield ~$225m annual subsidy 2) Recent EU smelter sale suggests Iceland could be sold for 65% of EV, making Century Aluminum 100% American https://t.co/aF2ZMCNMBd

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 1 click

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 $24B

Taylor Dart Nov 2 1 click

[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 2 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 2 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 $35B

Albert Anthony Nov 2 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.

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

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 2 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 3 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 1 click

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 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…

CRWD $248BSE $45B

Sleep Well Investments Nov 1 7 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 $33BTSCO $18B

D Invests Nov 1 3 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 $84B

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 1 click

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 2 clicks

Monday, November 2, 2026

Convequity on X

Lee Roach on X

Barbarian Capital on X

Barbarian Capital on X

A Capital on X

Colin King on X

KEDM.com on X

JabroniCoin.USD on X

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