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
Little Owl Research on X
@Tonyforever2003 @marketplunger1 This is exactly what came to my mind when reading this. I'm long $GPRK and $GTE for precisely this reason.
Little Owl Research on X
Here is a little pricing guide for any of you looking into $HHH at the moment. Credit to @mfwarder for the format. https://t.co/MeZP5qopmR
catechwilliams on X
$DAKT. Over the last 3 weeks have won several large upgrades—Colorado, UVa football stadiums. Each $15M projects to boost backlog and revenue >10% in the next quarter, further solidifying dominant market position. https://t.co/JFou9jCYxr
Little Owl Research on X
@marginofdanger @BillAckman Additionally, $HHH as a pure play MPC is much more valuable than the sum of its parts. Though the market doesn't understand it well at the moment it will likely come to appreciate it more as it grows and produces substantial FCF. Patience is key here.
catechwilliams on X
$DAKT Est $50-70M revenue project. 4 jumbotrons, 5 ribbons + software contract for 2 stadiums. https://t.co/ANVOiAiZHn
catechwilliams on X
$YOU Delta just significantly expanded its Digital ID program. This service is free, more efficient than Clear and now available in Clear's core markets. Other majors will have to follow in order to compete on service. Seems like this could kill $YOU in pretty short order. https://t.co/tgfebZZCWK
catechwilliams on X
$YOU sales growth in light blue, Members in orange vs QTD web traffic. Dotted section is Q4 w consensus sales and member growth. https://t.co/NcihE7pbyD
catechwilliams on X
$YOU Clear supervisor at JFK said they’ve experienced “a surge in new sign-ups from pre-Thanksgiving through the Christmas travel period.” Similarweb web traffic to their site shows a large acceleration in visits as well suggesting a potentially large Q4 earnings beat.
Investor Letters
All letters- Protean Funds October 2026 AAK $4.6BVIMGF $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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Tango: Upgrading 'Buy' Based On ESMO 2026 Vopimetostat PDAC Data And Pathway Advancement Clarity
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Arizona Equity Research 
Group 1 Automotive (GPI): Q3 2026 Earnings
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