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Wednesday, November 4, 2026

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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.

ESRT $1.3B
Orphan REITs 6 clicks

From X

@convequity

Convequity on X

$RBRK's backup engine breaks data into fixed-size blocks, for example 4 MB, and stores only the unique blocks across backups. Commvault and Cohesity instead divide data into variable-sized chunks, with the boundaries set by the content itself. Each design has a trade-off. With fixed blocks, a small change inside a block means the whole block gets written again, so Rubrik uses more storage. In return, hashing and comparing blocks is simple, which means faster backups and lower compute overhead. With variable chunks, only the changed portions are written, so storage use is much lower. Working out chunk boundaries and hashes as the data comes in takes more CPU and memory, which can slowdown backups. Cohesity offsets part of this with a scale-out architecture that processes in parallel across nodes. The two designs fit two different jobs. Variable-length deduplication suits long-term archives, where storage cost matters more than speed. Fixed-block deduplication suits recovery after a hack or ransomware attack, where fast restores and predictable performance matter more than saving storage. That matches how each company started. Rubrik came into the market in 2014 focused on security and on getting critical data back quickly after a breach. Cohesity started from a different idea. It built its own file system that spreads data across many servers, each with its own computing power. Backup copies stay readable like normal files, so companies could search and analyze them where they sit, without restoring them first. Security came second. The two are now moving closer together. Cohesity has leaned much more into security and recovery, especially after buying Veritas's backup business in 2024.
@aleabitoreddit 2 clicks

Serenity on X

$CCXI looks like it's going public Q4 2026. And my hope is that it sort of looks like $OKLO if they generate enough excitement. Watched the investor presentation the other day, just waiting for the public listing anytime soon (I personally added some the other day). Big fan of humanoids, pretty confident physical AI shift is coming next. I'm personally not looking too much about the price action while it's in its filing phase, fun usually begins after ticker change. We'll see what happens

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New Ideas From The Road

Aurelion Research increased healthcare exposure and sees opportunities in banking and defense, alongside research on Alcoa, Nike, ONON and…

AA $10BNKE $60B
Aurelion Research 4 clicks

Site Centers (NYSE:SITC)

Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties…

SITC $192MCURB $3.6B
Real Assets, Real Value 5 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 3 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 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 8 clicks
AMRZ · long

Amrize

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

AMRZ $22B
Value Investors Club 3 clicks

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

Namib Minerals: Research Flash

Namib Minerals accelerates Redwing’s restart, targeting first gold this month and a ramp from 338 ounces monthly to 835 ounces by Q2 2027.

NAMM $46M
Atrium Research - Equity Research 7 clicks

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

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