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
Laughing Water Capital on X
@yummyCenturyEgg @MGardnerDA1235 @dylan55917 thank you for the work you did on $NN. I can see why you reached the conclusion you did when only looking at the trees you wanted to see. However, industry pros will tell you that the forest is very different, and that this spectrum is likely to be quite valuable. We will see.
The Friendly Bear on X
$BFAM this is quickly becoming Kindercare...a part time day care business with plenty of hair...at a massive premium valuation
Brian McGough on X
This $FND print is a VERY weak quality beat. Revs missed, with an increasingly negative exit rate for the quarter, which carried into 4Q. Pre-opening expenses lower, opex barely grew at an inflationary rate, and a lower tax rate accounted for all the upside.
Brian McGough on X
$BOOT just took up its unit growth goal from 900 stores to 1,200. This is a joke. The company needs to cap units at 500. It's building a fleet of long-lived assets for a transitory fashion trend. Management at $BOOT is delusional... CEO left for good reason.
Brian McGough on X
$BBWI at $26 might just offer the best upside/downside skew in all of retail across durations. The only one buying the stock today is the company, which is telling you something...
Multiples Capital on X
$LYFT vs $UBER
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
Site Centers (NYSE:SITC)
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Hedge Fund Manager David Orr Shares His Approach to Investing & Risk Management
David Orr describes running Militia Capital’s roughly 500-stock long-short portfolio, using expected value, correlation and factor…
What AI Bubble? AXT Reports Record Q3 Revenue And Positive Forward Outlook (Rating Downgrade)
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Alan Sumler 1 click
Stevanato down 30%. Yikes.
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Transocean (RIG): Q3 2026 Earnings
Transocean enters its Valaris merger with 109 of 110 available deepwater rigs contracted and 313 million shares sold short, despite weaker…
Blackstone Digital Infrastructure Trust (NYSE: BXDC)
BXDC trades at a 14% discount to net liquidation value, with $1.9 billion of cash against a $1.6 billion market cap, ahead of data-center…
Why Essential Properties Realty Trust Keeps Winning
Essential Properties Realty Trust is growing faster than Realty Income through acquisition opportunities while trading at a cheaper…
Jussi Askola, CFA 
48 Top Stock Pitches (26th-1st November) [NO PAYWALL] 🖨️
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Idea Brunch with Jamil Tahir of TurnMark Capital
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Portfolio Update: October 2026 + Q3 Earnings outlook
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PRIM · long Primoris Services CORP
Primoris Services, a $5 billion EPC contractor, has fallen about 60% from its peak.
Travelzoo ($TZOO): Members Pay Up Front, GAAP Calls It a Loss, and the Market Prices It Like It's Dying. I think the stock can 4x
Travelzoo’s roughly 400,000 prepaid members generate deferred revenue while acquisition costs hit GAAP earnings immediately, masking the…
When the liquidity does not add up
Arbor Realty Trust’s dividend suspension is presented as creating $60 million of liquidity, raising questions about its ability to meet…
Verra veerer
Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…
Aura Biosciences: A Pivotal Trial Engineered With Room To Spare
Aura Biosciences expects pivotal Phase 3 bel-sar data in early choroidal melanoma in 2027, funded by $323.8 million of cash into the first…
Equity Eagle 
Life360 ($LIF): The Family App Wall Street Fell Out of Love With
Life360 has fallen 60% despite 40% revenue growth, 100 million monthly users and profitability, as its family-safety subscriptions and…
TSOH Weekly Roundup (10/30/2026)
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
Tango Therapeutics reported an 82% response rate and 88% nine-month PFS for vopimetostat plus RASONQUE in RAS-mutant pancreatic cancer,…
Terry Chrisomalis 2 clicks
OSS Q3 FY12/26 Earnings Analysis
One Stop Systems grew Q3 continuing-operations revenue 36% to $12.6 million, raised FY2026 revenue guidance to $45 million, and used $11.8…
Build-A-Bear (BBW) Part II: The Scion Capital Analyst Tempate and the All Map
Build-A-Bear’s lease overhaul, off-mall expansion and partner-led wholesale growth reshaped a debt-free retailer with $80 million EBITDA,…
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