Wednesday, November 4, 2026

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.

GPC $17BORLY $73B

Stock Thoughts Nov 4 6 clicks

Nov 4 DOCN $11B

DigitalOcean (DOCN) Q3 FY12/26 Earnings Review

Cestrian Capital Research 2 clicks

Nov 4 AA $10B

New Ideas From The Road

Aurelion Research 4 clicks

From X

@KEDM_COM Oct 22 1 click

KEDM.com on X

Inside buying at Amrize $AMRZ continues while the stock makes new lows. This US aggregates-and-cement spin from Holcim saw revenues accelerate in H1, but not enough to offset pricing pressure from low cement prices and high energy costs. The market argues for a multiple closer to peers MLM and VMC, but maybe the cement and construction exposure deserves a bit of a discount?

@negligible_cap Oct 22

Negligible Capital on X

Burry rotated from $LULU to $DECK for tax loss harvesting purposes. Bad luck Burry https://t.co/E0eS2N9zgH

@RagingVentures Oct 22 1 click

Raging Capital Ventures on X

Shorted some of the "defensives" which seem a bit overdone here: e.g. $MO, $DEO, and $BRKB. Any other names of this ilk that look interesting?

@Mr_Neutral_Man Oct 22

Mr Neutral Man aka "Howard Marks of REITs” on X

Feel too smart today, took some profits on my $CRWV puts I have a rule that: If I feel too smart, I have to take chips off the table If I feel too dumb, I have to buy https://t.co/jecP6zhYT3

@AsifSuria Oct 22 2 clicks

Asif Suria on X

This is a positive development in the right direction for Mattel $MAT It was also good to see this at the heels of Hasbro's $HAS strong earnings this week https://t.co/X6gYlKpmFM https://t.co/UBY85cb3SR

@aleabitoreddit Oct 22 1 click

Serenity on X

I feel like markets are seeing a lot of forced liquidations and panic selling right now. You have peers like $LITE sold out completely into 2029, and are starting negotiations for 2030. So seeing a company like $AAOI now worth $5.7B despite all their laser/transceiver/ELSFP capacity coming online + demand visibility reminds me of July

@stockgutter Oct 22

SG on X

two names I like that benefit from a decline in 10-year: $MRP Millrose Properties - two angles here. First, its high dividend looks even better when the risk-free rate declines. Second, it finances land for homebuilders so has upside from any improvement in that sector. $RKT Rocket Companies - largest nonbank mortgage lender will be a survivor as competitors like UWM flounder I own both. May add.

@AsifSuria Oct 22

Asif Suria on X

@_99Paul99 Very interesting! I wonder if TSAT has any spectrum assets like $ECHO did.

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…

LHX $48B

Cestrian Capital Research Nov 4 3 clicks

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…

CPNG $27B

Speedwell Memos Nov 4 3 clicks

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…

CMCSA $84B

Raging Capital Nov 4 5 clicks

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…

CPNG $27B

Speedwell Research Nov 4 2 clicks

update on Gartner

Gartner’s growth has stalled after federal contract losses and cautious commercial spending, raising questions about its competitive…

IT $13B

scuttleblurb Nov 4 1 click

Recycle Bin

Used aircraft engines can be repurposed as gas turbines, easing data center power constraints while tightening aviation supply.

EQT $33BRRC $12B

Doomberg Nov 4 8 clicks

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…

CMG $42B

Jake Blumenthal Nov 4

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 Nov 3 3 clicks

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…

LITE $48B

Irrational Analysis Nov 3 4 clicks

Marvellous Value Destruction

Marvell’s proposed Lumentum deal risks alienating Cloudlight customers and losing engineering talent, despite limited optical integration…

LITE $48B

Irrational Analysis Nov 3 2 clicks

AMRZ · long

Amrize

Amrize (AMRZ) produces aggregates, cement and roofing materials across the US and Canada.

AMRZ $22B

Value Investors Club Aug 6 3 clicks

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…

INCY $24B

Cestrian Capital Research Nov 3 3 clicks

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%.

REGN $94B

Cestrian Capital Research Nov 3 1 click

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…

BMRN $11B

Cestrian Capital Research Nov 3

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…

LITE $48B

Dustin Quasney Nov 3 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.

LITE $48B

The Technology Letter Nov 2 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 Nov 2 5 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 $14B

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 $86B

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

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Wednesday, November 4, 2026

KEDM.com on X

Negligible Capital on X

Raging Capital Ventures on X

Mr Neutral Man aka "Howard Marks of REITs” on X

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