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
Myles on X
Adding long exposure (through $IWM and $RSP mainly) makes me feel sick, which backs up my belief that the timing is good to add long exposure.
Trevor Scott on X
@TSOH_Investing this is what $nke tried to do unsuccessfully
SouthernValue on X
Muse / Instinct form factor has been a big unlock for “normies” while more technical people got agentic capabilities with Claude Code and OpenClaw. I think your $MSFT autopilot will deliver a similar unlock to non technical enterprise workers. Are you using it internally? When can we expect it GA?
SouthernValue on X
$GOOG TPU cost per million tokens vs $NVDA Blackwell. Advantage: Google Will be interesting to see the 3P TPU ecosystem evolve now that GCP is focused on it https://t.co/jNZa1lSvHV
Ian Bezek on X
@coffeesnob @DELAESPRIELLAE Fun because this is 1. my local airport and 2. an $ASR property.
Calvin Blissett on X
@UsefulSupplyCo @grok for $ARTNA respond with the correct figures about what I mentioned and is there any current analyst coverage? If so how many, who and what price target
Myles on X
@whatsgoingoninm $HHH is a little different. The fee structure is weird and they have a weirder collection of assets, not just a bunch of publically listed stocks anyone can buy. Though no capital returns. Still not a great structure but not as egregious as PSH.
Maj Soueidan on X
$FEIM (defense) was a great example of this. Not only was backlog growing, it was replacing sub 30% gross margin backlog with over 40% GM. You had all day to buy the stock between $8 & $15 in 2024. Now it’s pushing $100. $SIF (defense) might be approaching that type of set-up. https://t.co/wZh0Jqi3dz
Investor Letters
All letters- Protean Funds October 2026 AAK $4.7BLFABF $13B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 CRWD $248BMETA $1.6T
- Palm Harbour Capital third quarter 2026 BOIVF $12BCEVMF $5.3B
- 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 $5.6BAMZN $2.9T
- East 72 Period to 30 September 2026 BOIVF $12BAVOL $8.2B
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