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 $373B

Palantir Q3 FY12/26 Earnings Review

Cestrian Capital Research 2 clicks

Nov 2 FTAI $17B

FTAI Aviation Update, Part Two

CV's Substack 5 clicks

From X

@gatorcapital Nov 25

Derek Pilecki on X

Rich Howe hosted me on his new podcast. We talked about some of the spin-offs I've invested in: $VRTS, $JXN, & $VOYA. https://t.co/6jbvrdaj0a

@AlphaVulture Nov 22 1 click

Alpha Vulture on X

@Ron284Ron From obscure micro-cap to S&P 500 constituent. Impressive run, and for me the first time to see this happen. $TPL #noposition #sadly

@catechwilliams Nov 13 1 click

catechwilliams on X

@StockJabber Thank you. As a read on $PLUS Q3 is tracking in October, $CSCO just reported -23% sales in networking (products account for ~50% of $PLUS revenue) for the Oct quarter-end. Further confirmation that PLUS Q3 is going to be ugly and no turnaround in sight.

@HedgeyeRetail Nov 13

Brian McGough on X

Today's Old Wall downgrade of $RH on liquidity risk is laughable. Reads like the analyst was fed a thesis by a hedge fund who's short the stock. I give 'em credit for making a bold call...it's just missing real clarity on RH liquidity and margin structure.

@catechwilliams Nov 13 1 click

catechwilliams on X

$PLUS Accelerating, sales -14% y/y in Q2, noted Q3 not improving yet implied FY guide is for flat sales (downward revisions to come). Margins benefitted from 1-time financing segment gain-on-sale. Still trading at a premium to higher quality industry leader CDW, makes zero sense.

@HedgeyeRetail Nov 7

Brian McGough on X

$CPRI only missed by $0.07 -- with EPS of $0.65. I was seriously bracing for earnings to come in closer to break-even given that nobody is running that company. Shows the resilience of margins at Kors. That brand is trading at 1-2x EBITDA, which is just nuts...

@HedgeyeRetail Nov 1

Brian McGough on X

$LULU ripping today. Been short this since $470. But I think it's a better short today than it was back then. The stock doesn't know that margins are going to fall apart here. This story is going to end badly. Restructuring, mgmt fired. Badly... We're presenting a Black Book next Friday to outline why.

@HedgeyeRetail Oct 31

Brian McGough on X

$CPRI is is fascinating on this sell off. When you do the math on a sale of Versace and Jimmy Choo (for 10-20% less than initial purchase price) it suggests that the Kors brand is trading at 1x EBITDA with the stock at $19. This market is throwing away the baby with the bathwater...

Google's Biggest Problem Is Spending, Not Search

Alphabet’s 25% revenue growth and 103% Google Cloud growth failed to offset investor concerns over AI spending and Search monetization,…

GOOGL $3.5T

Hated Moats Nov 2 3 clicks

Grab: Discount To Uber Makes Little Sense

Grab’s Southeast Asian delivery business nears a profitability inflection point, while consolidation and a potential GoTo deal challenge…

GRAB $14BUBER $147B

Wavelength Research Nov 2 2 clicks

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

Microsoft: The $250 Billion Club

Microsoft’s widening gap between M365 Commercial revenue growth and seat growth eases concerns over Copilot monetization across its 400…

MSFT $4T

TSOH Investment Research 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 $460BAMZN $2.9T

Jimmy's Journal 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 $25BFIS $16B

Cassandra Unchained Nov 2 2 clicks

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 $21B

The Asian Investor Nov 1 2 clicks

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

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

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

Amazon.com Inc (AMZN) Earnings Update: Q3 2026

Amazon reported Q3 2026 net sales up 12% year over year to $201.9 billion, narrowly below the $202.3 billion consensus estimate.

AMZN $2.9T

SixSigmaCapital: Navigating the Financial Markets Oct 31 8 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

FTAI 3Q26: Aero margins in focus

FTAI’s Aerospace Products margin rebounded to 31% as CFM56 module output rose, while Power deposits and contracted deliveries fund its 2027…

FTAI $17B

Stock Thoughts Oct 31 5 clicks

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Monday, November 2, 2026

Derek Pilecki on X

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