The Buyback Shows Up (ESRT Q3 2026)
Empire State Realty Trust repurchased $85.8 million of shares at $4.56 each, using 1359 Broadway sale proceeds to fund buybacks and debt reduction.
Wednesday, November 4, 2026
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From X
Maj Soueidan on X
@SebKrog . @pernasresearch knows $CEPL well.
Broken Moats on X
Why is $GTLB up ah? Expense dollar growth far outstripped revenue dollar growth? and 117 NR at this valuation is not impressive, let alone the 50% increase in SBC yoy.....
Mike on X
@HiddenGemsInves Probably $ESP
Broken Moats on X
$QXO finally in my valuation zone, acquired shares this afternoon. Rates present a challenge, soft commodities surging and geopolitical could further stress inflation/yields but you usually do not get deal when everything is firing on all cylinders
Trevor Scott on X
$FFH.TO finally overtaking $MKL on P/B (M2M value not included) "Fairfax currently has roughly $5 billion of excess fair value over carrying value in its associate and market-traded consolidated holdings—about $250 per share pre-tax." - @VikingVan100
Maj Soueidan on X
Why are these form 4s interesting? The CEO of $CURI has been pretty good at timing his open market buys. Div yield 13%. 5/2024: Buys 91K shares @ $1.06. Peak return = 575% 12/2024: 17K @ $1.68 = 326% 5/2026: 150K @ $2.73 = 58% 8/2026: 30K @ $2.55 = TBD 8/2026: 20K @ $2.60 = TBD
Mike on X
Any reason for $SIF selloff? Seems like an interesting dip if just someone blowing out. I thought the quarter was good!
Investor Letters
All letters- Protean Funds October 2026 AAK $4.6BLFABF $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 $32B028260 $33B
- ROCKLINC Investment Partners Q3 2026 RPRX $39BOR $6.4B
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Transocean (RIG): Q3 2026 Earnings
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