GPC Q3 2026: a quick North America Automotive update
GPC’s NAPA commercial sales grew 4% in Q3, trailing AutoZone and O’Reilly as freight, fuel and rent cut North American Automotive margins 40 basis points.
Wednesday, November 4, 2026
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From X
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,
Mr Neutral Man aka "Howard Marks of REITs” on X
@JohnDoeKnowsGuy Owning some $TLT calls isn’t such a bad idea
Calvin Blissett on X
Cury ($CURY3): The Market Sold the One Homebuilder Lula Just Protected Brazil hit its first circuit breaker since 2020 and Cury printed −40%. A 74% ROE builder at 7x earnings, the Caixa problem, the people, and what it's worth. I daresay $NVR model but better, Brazil has structural housing defecit https://t.co/nkR1sqMH6b
Deep Sail Capital on X
$MELI this morning was a gift to long term investors. Take them when you get them. Be ready.
Chris Camillo on X
added to $BE and $AMZN
⚽️📡 on X
$SRAD mandated by NBA in Kalshi Polymarket deal https://t.co/nYupYMwsLx
Trevor Scott on X
@ReneSellmann $NU CTO Just exited too after hours friday so that doesn't help
Multiples Capital on X
Oil spiking higher or lower from here and hence how gold and smid cyclicals do from here is now increasingly dependent on Israel election. Bibi loss likely results in Trump folding to Iran in some fashion which should push oil premium significantly down. The ultimate 🌮 could be served. Bibi wins should push oil higher. Doubt even Trump knows what happens. Don't yolo yet. $gld, $iwm
Investor Letters
All letters- Protean Funds October 2026 LFABF $13BNSIS-B $30B
- YCG Investments Q3 2026 AON $73BCPRT $30B
- Westfield Capital Management Third Quarter 2026 DT $13BFTAI $17B
- TimesSquare Capital Management 3Q 2026 CRDO $22BCRS $14B
- Spyglass Capital Management Third Quarter 2026 CHYM $11BCRDO $22B
- Stewart Asset Management Third Quarter 2026 HWM $84B
- Seafarer Capital Partners third quarter 2026 006400 $33B028260 $33B
- ROCKLINC Investment Partners Q3 2026 RPRX $39B
L3Harris (LHX) Q3 FY12/26 Earnings Review
L3Harris booked $19.3 billion of Q3 orders, lifting backlog to $53.2 billion, raised FY26 guidance and cut its 2028 free-cash-flow target…
Coupang: 3Q26 Business Recap
Coupang’s product-commerce growth rose 9% as data-leak effects fade, while management expects margins to return to pre-incident levels by…
Hedge Fund Manager David Orr Shares His Approach to Investing & Risk Management
David Orr describes running Militia Capital’s roughly 500-stock long-short portfolio, using expected value, correlation and factor…
3Q26 Recap: Margin at Trough, Recovery In-sight
Coupang expects Product Commerce margins to return to pre-data incident levels by mid-2027 as customer spending recovers and Taiwan…
update on Gartner
Gartner’s growth has stalled after federal contract losses and cautious commercial spending, raising questions about its competitive…
Recycle Bin
Used aircraft engines can be repurposed as gas turbines, easing data center power constraints while tightening aviation supply.
Chipotle Stock: The Dip Is A Long-Term Opportunity
Chipotle plans 350 to 400 annual openings and low single-digit same-store sales growth, supported by menu innovation, international…
Jake Blumenthal 
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%.
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…
Marvellous Value Destruction
Marvell’s proposed Lumentum deal risks alienating Cloudlight customers and losing engineering talent, despite limited optical integration…
AMRZ · long Amrize
Amrize (AMRZ) produces aggregates, cement and roofing materials across the US and Canada.
Incyte (INCY) Q3 FY 12/26 Earnings Review
Incyte reported Q3 revenue of $1.56 billion, up 14%, as Opzelura sales rose 36%; a $1.23 billion Vega acquisition charge drove an operating…
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%.
BioMarin Pharmaceuticals (BMRN) Q3 FY12/26 Earnings Review
BioMarin's Q3 revenue rose 32% to $1.02 billion after the Amicus acquisition, while Alesta charges drove an $82 million operating loss and…
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
Marvell for Lumentum: a new JDS-Uniphase?
Marvell Technology and Lumentum fell sharply after announcing a historic merger, reviving comparisons with JDS-Uniphase.
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…
Wavelength Research 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…
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.
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Seeking Alpha 74 of 277
Adam Schadt
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JR Research
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Khaveen Investments
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Lee Bailey
LL Insights
Long Player
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Mike Arnold
Mike Zaccardi, CFA, CMT
Miletus Research
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Myriam Alvarez
Petri Dish Reports
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PropNotes
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Rubicon Associates
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Seeking Profits
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absreturnchaser
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BDC
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Broken Moats
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Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
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marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
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Myles
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Negligible Capital
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Raging Capital Ventures
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SG
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The Friendly Bear
Tim Eriksen
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ToffCap
Trevor Scott
Undiscovered Compounders
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Yaron Naymark
Investor letters we follow
- 1 Main Capital
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- Artisan Partners
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- Carillon Eagle — Mid Cap Growth Fund
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- Crypto Native Capital
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- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
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- Lindsell Train Limited
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- Lyrical Asset Management
- MJG Capital
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- Mairs & Power
- Manole Capital Management
- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
- Marram Investment Management
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- Moneta Group
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- Muhlenkamp & Company
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- NS Partners
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- QuantStreet Capital
- Quercus Fund
- RD Capital Partners
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- RF Capital Management
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- ROCKLINC Investment Partners
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- Rozendal Partners
- SRK Capital
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- SaltLight Capital
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- Sequoia Fund
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- Social Capital
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- Sound Shore Management
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- SouthernSun Asset Management
- Sparrow Wealth Management
- Spheria — Global Smaller Companies Fund
- Spyglass Capital Management
- Starvine Capital
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- Stewart Asset Management
- Steyn Capital
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- Summers Value Partners
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- TEAM Asset Management
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- Tapasya Investment
- The London Company
- Third Avenue Management
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- TimesSquare Capital Management
- Touchstone — Balanced Fund
- Troy Asset Management
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- Unconventional Value
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- Value Line Funds
- Victory Capital — Sycamore Mid Cap Value Equity
- Vision Capital Fund
- Vltava Fund
- Voss Capital
- Voya Investment Management — MI Dynamic Small Cap Fund
- Vulcan Value Partners
- Warden Capital
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- Wasatch Global Investors — Small Cap Growth Strategy
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
