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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Maj Soueidan on X
This is what strong operating leverage does not look like: $RCAT The only thing red about Redcat is always being in the red.. https://t.co/ro1m8Hpgak
SG on X
This is the right explanation for $DOCS climb AH yest, which may continue today. Doubt it holds past next week. https://t.co/pdg84pbJcm
Maj Soueidan on X
My faves from this list: $LEAT Protective sports equipment $ACFN Remote monitoring Also watching $MLR Towing equipment $PSIX Engines + Data center (generator enclosures) $EZPW Pawn shops $MITK Fraud detection $PKOH supply chain logistics I love earnings season🫠 https://t.co/PK2ffxpVYY
BDC on X
Outstanding results from $STLN (formerly $TOI) https://t.co/csecGWhVFe
SG on X
$RILY decent results at first glance https://t.co/pv1rPogLFA
Maj Soueidan on X
Highly likely we’ll soon see some insider purchases at $KRMD - given today’s drop on Q2 earnings. https://t.co/q3GM4y5V4P
Timyan Bank Alert on X
First we destroyed your balance sheet and earnings power, now we'll help you sell your bank. $HBNC $FNWD et al FHN Financial Securities debuts financial institutions investment banking group | S&P Global Market Intelligence https://t.co/UbvA43Sqv6
Investor Letters
All letters- Protean Funds October 2026 AAK $4.6BLFABF $13B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 CRWD $248BNET $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 $8.3B
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Travelzoo ($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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Altria: Dutiful
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Sleep Well Portfolio (Oct 2026) - SWI#25 and #26 Adding Exposure to AI.
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Taylor Dart 3 clicks
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