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
Timyan Bank Alert on X
M&F Bancorp, Inc. Announces First Quarter 2026 Results and Merger w/ Optus. It couldn’t happen to a nicer guy than James Sills. And a great steward of the bank as well. $MFBP
JabroniCoin.USD on X
Umm is SpaceX the high-margin customer of $SMCI that’s boosting their order book > $60 Bn? Short interest seems high
DOMO Capital Management, LLC on X
#E15 👀 "Current reporting indicates a compromise could be reached between the House-passed version of the E15 bill and the Fischer-Capito bill introduced in the Senate in February 2025 by Sens. Deb Fischer, R-Neb., and Shelley Moore Capito, R - W. Va." $ALTO $GPRE
Laughing Water Capital on X
@CFAs4CFPs @BATMongoose it was disclosed at trial that GSK tried to buy $ANAB 3 times over the last year. IMHO this is more important than whatever odds I put on the trial outcome. It seems that in all scenarios ANAB gets sold. If they win trial, the $ will be higher. If they dont it will still be fine
Raging Capital Ventures on X
@gamesblazer06 I’m short $CAT and $GEV
Ian Bezek on X
@EdwardR02184224 Posted on the newsletter about $ASR recently. Similar thoughts for $OMAB except Sureste has the catalysts with the new airport packages and improvements in Colombia...
Timyan Bank Alert on X
WaFd's $WAFD valuation limits M&A ambitions, CEO says | S&P Global Market Intelligence
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
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…
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.
Taylor Dart 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…
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…
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 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.
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,…
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…
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…
Lee Bailey 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…
PRIM · long Primoris Services CORP
Primoris Services, a $5 billion EPC contractor, has fallen about 60% from its peak.
SoFi Technologies: On The Brink Of A Major Profitability Breakout
SoFi targets $6.4 billion in 2027 adjusted net revenue and $0.90 EPS as financial services growth lifts margins and profitability.
The Asian Investor 2 clicks
Travelzoo ($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…
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…
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…
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…
Taylor Dart 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…
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…
Verra veerer
Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…
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Sectors
Ordered by how often our editor reaches for them.
