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Tuesday, November 3, 2026

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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%.

TWLO $33B
Cestrian Capital Research 3 clicks

From X

@ActAccordingly 2 clicks

PAA Research on X

All trading below their 200-day moving averages right now: - Dow transports ($DJT) - Industrials $XLI - Retail $XRT - $GS Right at the 200-day MA - $KRE. $RUT seems destined to test the 200-day. Normal late September action, but it doesn't feel good. I guess we're setting the state for some golden crosses come late October/November or we're going lower. $MAGS carrying the day like 2024 when we dreamed of lower deficits and lower rates....
@Fierce__beast 1 click

Fierce_beast on X

I am short $INMD. The stock will go lower i think if the business continues to deteriorate. Unfortunately, the guidance changes and results have caused me to essentially lose a lot of trust in anything the management says. I have been following this company for years. Sparing you the details, my view is not that I think fair value is significantly lower, but rather that there is just very small chances it recovers its core business. I think the most likely case is that it languishes and underperforms the market over time. Short interest collapsed to low single digits after the deal was announced and it remained low even after the deal ended last week.

Investor Letters

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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…

STVN $3.6B
Best Anchor Stocks 3 clicks

Mammoth Energy: Fly Like An Eagle

Mammoth Energy's aviation unit derives 85% of revenue from engine and APU leases, earning 18% yields while Surf Air's going concern warning…

TUSK $151M
Naples Investor 2 clicks
BSP · short

Bending Spoons Spa

Bending Spoons is a software and digital-assets holding company that has completed more than 50 acquisitions since 2013.

BSP $29B
Value Investors Club 1 click

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.

FTAI $17B
CV's Substack 5 clicks

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