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

@catechwilliams Jul 12 1 click

catechwilliams on X

$CVGW USDA crackdown on Mexican avocado corruption significantly erroding import vols (region where $CVGW sources all product). S. America taking share at accelerating rate as customers (ie. $CMG, grocers) shift suppliers. $CVGW sales vol -13% MRQ. Current Q could be a disaster.

@catechwilliams Jul 12 1 click

catechwilliams on X

$PLUS Earnings on 8/5, expectations & stock disconnected from reality. Suppliers ($CSCO – 50% of product sales), competitors & customers all reporting sharp sales declines. Non-event PR today re a service they’ve been offering for 3 yrs is pumping stock; suggests mgmt is grasping

@HedgeyeRetail Jul 9

Brian McGough on X

Only ONE Firm has a 'Short' on $HELE today... Those $140 price targets are going to have to come down by well over $100...Just sayin...

@HedgeyeRetail Jul 9

Brian McGough on X

Congratulations to $HELE management for executing the worst timed stock repo I've ever seen. Buying $100mm in the quarter just shows how little they know about what's actually going on with their business. @HedgeyeRetailJM is this a ZERO?

@HedgeyeRetail Jul 9

Brian McGough on X

$HELE elevated on Short list last month, and delivered a killer Black Book outlining why you want to short the name everyone thinks is so damn cheap (which it's not) last week. Stock could still be cut in half from here -- even on a big down move today.

@HedgeyeRetail Jul 1

Brian McGough on X

Thanks to Spruce Point for making our $FND Short Call! The work we've done on this name is the best work we've done -- on ANY name -- EVER. @HedgeyeRetailJM @hedgeyeretailrw

@HedgeyeRetail Jun 28

Brian McGough on X

Seriously considering getting a Swoosh tattoo on my forehead (ok, maybe on my calf like PHK) -- with a $75 after it -- after today's shellacking -- to remember forever (and to remind me when this stock is at $150). $NKE

@HedgeyeRetail Jun 28

Brian McGough on X

$NKE SHOULD be getting tagged. So should $ONON and $DECK as Nike Futures are up so materially in the specialty running channel. But what the market is getting WRONG is taking $FL lower. FL is Nike's meal ticket to reaccelerating top line. It's a massive long here. It's a 2-3-bagger from here.

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 $145B

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 $79B

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 $469BAMZN $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 $15B

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

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,…

SRTA $498M

Capital Employed Nov 1 14 clicks

PRIM · long

Primoris Services CORP

Primoris Services, a $5 billion EPC contractor, has fallen about 60% from its peak.

PRIM $3.7B

Value Investors Club Aug 4

Initiation Report

Nine Mile Metals is initiated under research coverage.

VMSXF $14M

Atrium Research - Equity Research Nov 1 2 clicks

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…

AEYE $158M

Sunday's Idea Brunch Nov 1 3 clicks

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

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 $3B

Treasure Hunting Nov 1 4 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…

TZOO $53M

Calvin Blissett Nov 1 2 clicks

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 $127B

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 $222BSE $48B

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

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

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Monday, November 2, 2026

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