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
Whirlpool Plunges After Cutting Outlook For Third Time This Year $WHR https://t.co/nUQlDY6feL
Barbarian Capital on X
One-Day Wipeout Tops 60% For the Hardest-Hit Brazilian Stocks $EWZ https://t.co/ncyMLXLg4H
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 ?
John_Hempton on X
Is it time for a ladder attack on $AMC? What do you think?
SG on X
@ConnorJBates_ not all are expensive. examples: $CPB $ENR
Investor Letters
All letters- Protean Funds October 2026 AAK $4.7BVIMGF $2.2B
- Westfield Capital Management Third Quarter 2026 ADPT $4.3BBROS $6.1B
- Spyglass Capital Management Third Quarter 2026 AAON $5.7B
- Seafarer Capital Partners third quarter 2026 AYAAF $3.5BPCFBF $2.4B
- ROCKLINC Investment Partners Q3 2026 OR $6.4B
- PM Capital September 2026 Quarterly BYPLF $2.1BEDVGF $4.4B
- Mott Capital Management 3Q 2026 GRAL $6.1B
- Minot Light Capital Partners 3Q 2026 ALH $4.4BHAYW $3.4B
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Transocean (RIG): Q3 2026 Earnings
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Blackstone Digital Infrastructure Trust (NYSE: BXDC)
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Life360 ($LIF): The Family App Wall Street Fell Out of Love With
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Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.
Tango: Upgrading 'Buy' Based On ESMO 2026 Vopimetostat PDAC Data And Pathway Advancement Clarity
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Terry Chrisomalis 2 clicks
PRIM · long Primoris Services CORP
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The Fed Hiked And Dynex Bled, Rithm Held
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Benjamin C. Barry 
This Week in Special Situations: Mattel, Winnebago, PayPal
Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.
Kratos: Strong Organic Growth And Production Ramp-Ups Support A Buy Rating
Kratos posted Q2 FY2026 revenue growth of 30.5% to $458.8 million as unmanned systems, propulsion and defense-electronics production ramps…
Arizona Equity Research 
Group 1 Automotive (GPI): Q3 2026 Earnings
Group 1 Automotive trades at 5.5 times earnings as aging gasoline vehicles and EV repairs sustain service profits; insiders bought while…
Alexandria Real Estate: Market Sees Declining Occupancy, I See Early Recovery Signs (Rating Downgrade)
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Luuk Wierenga 
Enova International (ENVA): Leading US Online lender with excellent track record
Enova’s Q3 2026 revenue exceeded $1 billion as originations rose 31%, while its failed Grasshopper Bank bid drove a 23% one-day stock…
Innodata responds, Amkor surges, Mega Tech spending on tap
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AppFolio 3Q26 Business Recap: AI Agents Support Growth
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Monte Investments Market Brief Vol. CXXXIII
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Ordered by how often our editor reaches for them.
