TWLO Q3 FY12/26 Earnings Review
Twilio's Q3 revenue rose 20% to $1.56 billion, but Q4 organic growth guidance fell to 11% to 12% and RPO declined 28%.
Tuesday, November 3, 2026
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Barbarian Capital on X
DraftKings Faces Growing Pressure Over How It Targets Customers $DKNG https://t.co/g0mVWw5JpD
Barbarian Capital on X
New number one nat gas producer EQT to buy Range Resources in natural gas megadeal $EQT https://t.co/s7VJ34pZ24
Barbarian Capital on X
JetBlue Shares in Tailspin as High Fuel Prices Threaten Turnaround $JBLU https://t.co/spn5aUcvVd
Barbarian Capital on X
DoorDash Is in Advanced Talks to Acquire Delivery Rival Instacart $DASH $CART https://t.co/m2GfjyIEjp
Timyan Bank Alert on X
@CorpusCol Speaking of pretty smart- These were spot on. $MNSB $SOUB $NEWT et al https://t.co/v0MLJnLLH3
Mr Neutral Man aka "Howard Marks of REITs” on X
For those of us looking at termite/pest control companies $ROL (Orkins) scheduling was a breeze. The guy was friendly and not pushy at all. Gave a great inspection and a good quote. $RTO (Terminix) told me I had an appointment today Guy doesn’t know he was scheduled for today. Texted me about 4:26pm and was passive aggressive with the text Apparently call center will just book appointments and sales/inspection guys won’t even know they had something scheduled. Not fun to deal with. But I scheduled him to come next week for thoroughness of the research process,
JabroniCoin.USD on X
Greenlight Capital expects $CENX to generate nearly its entire enterprise value in cash by 2028. They also think there are two additional call options: 1) the Oklahoma smelter incentive subsidy generates ~$225m of annual value 2) Iceland smelter can be sold for ~65% of EV https://t.co/3PncbpBn05 https://t.co/LIuAR4kRJ6
John_Hempton on X
@hareng_rouge I am trying to encourage you to buy more $AMC. Please make me happy.
Investor Letters
All letters- Protean Funds October 2026 AAK $4.7BLFABF $13B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 CRWD $248BNET $97B
- Palm Harbour Capital third quarter 2026 BOIVF $12BCEVMF $5.3B
- Artisan Partners Q3 2026 HDLMY $32BIQV $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 $5.7BCALY $2.8B
- East 72 Period to 30 September 2026 BOIVF $12BAVOL $8.1B
Matt Murphy and Michael Hurlston Fireside Chat: Irrational Recap
Marvell and Lumentum’s merger targets uVCSEL scale-in optics, combining Marvell’s DSP and analog IP with Lumentum’s laser manufacturing for…
Stevanato down 30%. Yikes.
Stevanato fell 30% after forecasting low-single-digit 2027 growth as lower Nexa syringe volumes from a GLP-1 customer offset solid Q3…
Marvell And Lumentum Merger Doesn't Make Any Sense To Me
Marvell’s all-stock Lumentum deal exposes LITE holders to MRVL volatility while paying peak-cycle AI multiples, with US and China antitrust…
Dustin Quasney 2 clicks
Transocean (RIG): Q3 2026 Earnings
Transocean enters its Valaris merger with 109 of 110 available deepwater rigs contracted and 313 million shares sold short, despite weaker…
Enterprise Products Partners Pulled 2027 Into 2026 - Energy Transfer Didn't
Enterprise Products Partners has pulled growth spending into 2026, while Energy Transfer’s contracted projects offer clearer EBITDA growth…
Blackstone Digital Infrastructure Trust (NYSE: BXDC)
BXDC trades at a 14% discount to net liquidation value, with $1.9 billion of cash against a $1.6 billion market cap, ahead of data-center…
Veeva Systems: AI Is The Icing, Not The Cake
Veeva Systems' Commercial Solutions returned to 13% subscription growth, while R&D and Quality grew 19.3%, with Falcon AI agents and…
Ignacio Planas Gonzalez 
Monte Investments Market Brief Vol. CXXXIV
Intel maintained after its post-earnings sell-off, with AI inference CPU demand and foundry customer announcements expected to drive a…
Marvellous Value Destruction
Marvell’s proposed Lumentum deal risks alienating Cloudlight customers and losing engineering talent, despite limited optical integration…
Stellar results lift shares of AMD, Arista
AMD and Arista beat consensus on quarterly results and outlook, lifting shares and easing AI-growth concerns.
Regeneron (REGN) Q3 FY 12/26 Earnings Review
Regeneron Q3 revenue rose 36% to $5.1 billion as Sanofi collaboration revenue jumped 68%, while EYLEA US sales fell 41%.
Sanofi (SNY) - Q3 FY12/26 Earnings Review
Sanofi Q3 sales rose 14.3% at constant currency to €14.4 billion, led by 34.8% Dupixent growth, prompting a second increase to FY26…
AstraZeneca (AZN) Q3 FY12/26 Earnings Review
AstraZeneca reported Q3 revenue of $16.2 billion, up 7%, with oncology up 17% and core EPS beating expectations; Farxiga sales fell 25%…
Why Essential Properties Realty Trust Keeps Winning
Essential Properties Realty Trust is growing faster than Realty Income through acquisition opportunities while trading at a cheaper…
Jussi Askola, CFA 
BSP · short Bending Spoons Spa
Bending Spoons is a software and digital-assets holding company that has completed more than 50 acquisitions since 2013.
Nebius: Headlines Look Good But Debt Markets Signal Caution (Rating Downgrade)
Nebius faces refinancing and dilution risks from short-term borrowing and heavy GPU infrastructure spending despite higher rental prices…
Hunting Alphas 2 clicks
Marvell for Lumentum: a new JDS-Uniphase?
Marvell Technology and Lumentum fell sharply after announcing a historic merger, reviving comparisons with JDS-Uniphase.
Apple and Palantir are powerful businesses, maybe not great returns from here
Apple and Palantir reported very strong earnings, but their stocks may deliver weak returns from current levels.
FTAI Aviation Update, Part Two
FTAI Aviation’s $234 million Jereh JV deposit funds Power inventory, while customer concentration, lower cash guidance and pending U.S.
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…
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