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
SG on X
Bought $INTR $4.53, stinkbid to add at $4.25. New position for me. https://t.co/0Sqwjp4kfS
JabroniCoin.USD on X
Yes. $ACMR has been expanding globally outside China, particularly South Korea. And perhaps Taiwan soon enough. https://t.co/lRFcfxXROd https://t.co/AT1Ba6S2EJ
Serenity on X
TY $ANT for the positive $3.4B FCF for H1 2026. Still feels like all your AI infra names from $MU to $AAOI sold off way too hard. Considering the billions in financing raised by frontier labs to hyperscalers.. End up ultimately flowing back to GPUs, networking, to memory. https://t.co/U6GAmlOJ53
SG on X
I'm long $BWMX so not complaining but anyone know why it is up so much today? Earnings were last Thurs, and just so-so. https://t.co/MJaqLpvZi0
KEDM.com on X
All of FinTwit today... $EWZ https://t.co/hlklGidEEZ
SG on X
added more $XP (avg ~14.45). Hope it ends up trading more than 3-4 minutes between LUDP halts today. https://t.co/aCBMlFxD66
Ian Bezek on X
@InvestsCletus @joinyellowbrick $EWZS the Brazil small-cap ETF is down 36%, so makes sense that individual names are tracking that until the market opens. I'll be adding to $INTR at some point, yes.
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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48 Top Stock Pitches (26th-1st November) [NO PAYWALL] 🖨️
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Tango: Upgrading 'Buy' Based On ESMO 2026 Vopimetostat PDAC Data And Pathway Advancement Clarity
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Terry Chrisomalis 2 clicks
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Group 1 Automotive (GPI): Q3 2026 Earnings
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