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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Deep Sail Capital on X
$HTZ - Short borrow was available at Schwab all day until about 15 minutes ago. Borrow Out at Robinhood, out at IBKR. https://t.co/6sE21gv2Js
Deep Sail Capital on X
I love a good restaurant that gets to 25x NTM EPS. As a short. $CAKE
Asif Suria on X
@peachteadrink37 No denying what he has accomplished with $TSLA and that is referenced in the tweet. Mary Barra had to do it while being burdened with legacy assets and culture. She didn't have access to capital the way Elon did through a large number of secondary offerings of Tesla.
Ian Bezek on X
Pacifico Airports $PAC reclaims two months of losses in a single day. Makes you think maybe a company that is going to report record revenues, EPS, and EBITDA this year shouldn't have been trading down 30% from the highs...
Lee Roach on X
When is the next Ryan Cohen insider buy at GameStop $GME happening?
junkbondinvestor on X
Lots of hot takes on $CRWV's bonds lately. Most of them are either wrong or focused on the wrong things. Here are the 8 biggest misconceptions about CoreWeave’s credit: https://t.co/UPXb9wrBR1
Edwin Dorsey on X
And now that I've fully transitioned out, I can actively trade my personal account and short stocks! I'll be starting with small shorts in $SERV and $DKNG
BDC on X
More evidence that the implied negative valuation for Specs is far too impunitive. $snap https://t.co/q0EaoOEBYL
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 ALFLE $117MBOIVF $12B
- Artisan Partners Q3 2026 HDLMY $35BIQV $43B
- Sound Shore Management third quarter of 2026 BP $125BLUV $21B
- Curreen Capital July–September 2026 CLVT $1.4BAAP $2.9B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.7BAMZN $2.9T
- East 72 Period to 30 September 2026 BOIVF $12BAVOL $8.1B
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Taylor Dart 2 clicks
[scuttleslops] RDDT, AI and cybersecurity, AMZN, MU, META, BLDR, RYAN
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SoFi Technologies: On The Brink Of A Major Profitability Breakout
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The Asian Investor 2 clicks
48 Top Stock Pitches (26th-1st November) [NO PAYWALL] 🖨️
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PRIM · long Primoris Services CORP
Primoris Services, a $5 billion EPC contractor, has fallen about 60% from its peak.
Idea Brunch with Jamil Tahir of TurnMark Capital
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Lumentum Earnings Preview: The AI Boom Is Already Priced In
Lumentum's $840.70 share price assumes durable AI-driven laser shortages and margins despite capacity expansion, customer bargaining power…
Lee Bailey 1 click
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Calumet and other refiners sold off alongside AI names, but the RIN thesis for renewable fuel earnings remains unchanged ahead of Q3…
Travelzoo ($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 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.
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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…
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