Warrior (HCC): Q3 2026 Earnings
Warrior Met Coal’s Blue Creek mine cut costs to about $93 a ton, offsetting a wider discount for High Vol A coking coal as US supply expands.
Wednesday, November 4, 2026
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From X
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
DoorDash Is in Advanced Talks to Acquire Delivery Rival Instacart $DASH $CART https://t.co/m2GfjyIEjp
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.
Calvin Blissett on X
My battle station for Brazil $EWZ for the past 6 hours fueled by grass fed steak https://t.co/eDb6QwtyNK
⚽️📡 on X
$rmbs leg up $amkr leg down same time Do we have another pre earnings leak ?
Investor Letters
All letters- Protean Funds October 2026 AAK $4.7BLFABF $13B
- YCG Investments Q3 2026 AON $73BCPRT $30B
- Westfield Capital Management Third Quarter 2026 ADPT $4.3BBROS $6.1B
- TimesSquare Capital Management 3Q 2026 CRDO $22BCRS $14B
- Spyglass Capital Management Third Quarter 2026 AAON $5.7BCHYM $11B
- Stewart Asset Management Third Quarter 2026 HWM $84B
- Seafarer Capital Partners third quarter 2026 006400 $33B028260 $33B
- ROCKLINC Investment Partners Q3 2026 RPRX $39BOR $6.4B
New Ideas From The Road
Aurelion Research increased healthcare exposure and sees opportunities in banking and defense, alongside research on Alcoa, Nike, ONON and…
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…
Site Centers (NYSE:SITC)
Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties…
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…
What AI Bubble? AXT Reports Record Q3 Revenue And Positive Forward Outlook (Rating Downgrade)
AXT reported record Q3 revenue as AI data-center demand for indium phosphide drives supply agreements and capacity expansion.
Alan Sumler 1 click
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.
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%.
AMRZ · long Amrize
Amrize (AMRZ) produces aggregates, cement and roofing materials across the US and Canada.
Builders FirstSource: Built To Last Until Housing Turns
Builders FirstSource's buybacks halved its share count since 2021, while 4.1x leverage, fixed-rate debt and post-2030 maturities support it…
Tim Travis 
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…
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…
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Dalius - Special Sits
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DOMO Capital Management, LLC
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Fierce_beast
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JabroniCoin.USD
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junkbondinvestor
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Sectors
Ordered by how often our editor reaches for them.
