Wednesday, November 4, 2026

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 Nov 4 6 clicks

Nov 4 HCC $4.4B

Warrior (HCC): Q3 2026 Earnings

Cannibal Stocks 4 clicks

Nov 4 GPC $17B

GPC Q3 2026: a quick North America Automotive update

Stock Thoughts 7 clicks

From X

@eriksen_tim Jun 4 1 click

Tim Eriksen on X

Well done $PGNT shareholders for voting down Sham Gad's (and the pathetic tone deaf Board's) absurd proposal to allow him to be CEO and Chairman. I would love the background since one director's boyfriend (Kevin Ting) who got her the directorship appears to have voted against it too.

@TimyanBankAlert Jun 4 1 click

Timyan Bank Alert on X

$CZWI 13d -Salute to Andy @Schornack

@DOMOCAPITAL Jun 4 1 click

DOMO Capital Management, LLC on X

@Sarge986 Ha, here's a detailed write-up on $ALTO:

@red_dog_capital Jun 3

Red Dog Capital on X

$BGS LOLZ! Just priced $475M sr notes at 11.625% to refinance 5.25% 2027 sr notes. Way worse than I expected. Circling the drain! Mark it zero!

@marginofdanger Jun 3

marginofdanger on X

Wild to me that when $MAPS was trading 2x higher, it was a seemingly beloved consensus long on here, and now due to STRATEGIC delisting it's traded off massively, sits at net cash, all while generating $40 mm of EBITDA.

@marginofdanger Jun 3 1 click

marginofdanger on X

Sometimes pattern recognition works $WEBC

@BrokenMoats Jun 3

Broken Moats on X

Interesting the $AMZN Supply Chain Services announcement has been glossed over by competitor share price action after the initial announcement hit. $UPS has been up virtually everyday for the past 2 weeks + even though they alongside the LTL carriers like $SAIA $XPO are probably the most exposed to competitive pressures or price pressures. Trucking is being supported by heavy admin crackdowns (that will help foster inflation later this year and into next year) and AI demand in areas like flatbed. But LTL and parcel demand is lagging and has relied heavily on price in recent years to compensate for higher costs and volumes....AMZN entrance should pressure both sides for these companies especially domestic players, much less for global routes

@DOMOCAPITAL Jun 2

DOMO Capital Management, LLC on X

What a quarter!!! $GME That $EBAY merge getting easier and easier....

DigitalOcean (DOCN) Q3 FY12/26 Earnings Review

DigitalOcean reported Q3 revenue up 40% to $321 million and lifted Q4 guidance above consensus, while GPU and data-center expansion cut…

DOCN $8.6B

Cestrian Capital Research Nov 4 2 clicks

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 Nov 4 5 clicks

L3Harris (LHX) Q3 FY12/26 Earnings Review

L3Harris booked $19.3 billion of Q3 orders, lifting backlog to $53.2 billion, raised FY26 guidance and cut its 2028 free-cash-flow target…

LHX $48B

Cestrian Capital Research Nov 4 3 clicks

Oracle: The Party Is Almost Over

Oracle’s CDS spreads exceed 320 basis points as debt approaches $135 billion and fiscal 2027 capex targets $95 billion, amid heavy reliance…

ORCL $363B

David Desjardins Nov 4 1 click

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 $37MCURB $3.6B

Real Assets, Real Value Nov 4 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 Nov 4 3 clicks

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…

CMCSA $87BZG $7.8B

Raging Capital Nov 4 5 clicks

3Q26 Recap: Margin at Trough, Recovery In-sight

Coupang expects Product Commerce margins to return to pre-data incident levels by mid-2027 as customer spending recovers and Taiwan…

CPNG $27B

Speedwell Research Nov 4 2 clicks

Novo Nordisk (NVO) Q3 FY 12/26 Earnings Review

Novo Nordisk beat Q3 consensus as Wegovy pill sales reached DKK 5.4bn, raised 2026 guidance again and reported DKK 79.2bn revenue.

NVO $181B

Cestrian Capital Research Nov 4 5 clicks

Shopify 3Q’26: Closing In on Half of Amazon

Shopify's 3Q 2026 GMV grew 30% FX-neutral, reaching 46% of Amazon retail GMV after merchants captured nearly half of incremental U.S.

SHOP $193B

MBI Deep Dives Nov 4 1 click

update on Gartner

Gartner’s growth has stalled after federal contract losses and cautious commercial spending, raising questions about its competitive…

IT $13B

scuttleblurb Nov 4 1 click

Recycle Bin

Used aircraft engines can be repurposed as gas turbines, easing data center power constraints while tightening aviation supply.

EQT $31BRRC $12B

Doomberg Nov 4 8 clicks

Intel: Why Didn’t We See This Coming?

Intel’s 30% stock collapse followed guidance for a more than 20% sequential Q4 client revenue decline, server CPU packaging constraints and…

INTC $287B

Vik's Newsletter Nov 4 3 clicks

AirSculpt Technologies: A Curious Play On Unit Economics

AirSculpt’s procedure economics remain attractive, but high customer acquisition costs and underused clinics pressure profitability; the…

AIRS $38M

Sanjay Swamy Nov 4 5 clicks

AMRZ · long

Amrize

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

AMRZ $22B

Value Investors Club Aug 6 3 clicks

Digital Turbine: The Turnaround Is Gaining Momentum, But Debt Remains The Wild Card

Digital Turbine posted 27% Q1 FY2027 revenue growth and 69% adjusted EBITDA growth, but free-cash-flow conversion and refinancing remain…

APPS $1.4B

Arizona Equity Research Nov 3

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 Nov 3 3 clicks

Merck and Co. (MRK) Q3 FY 12/26 Earnings Review

Merck reported Q3 revenue of $18.1 billion, up 5%, and raised 2026 guidance as Keytruda sales reached $8.6 billion ahead of its 2028 patent…

MRK $371B

Cestrian Capital Research Nov 3 2 clicks

Incyte (INCY) Q3 FY 12/26 Earnings Review

Incyte reported Q3 revenue of $1.56 billion, up 14%, as Opzelura sales rose 36%; a $1.23 billion Vega acquisition charge drove an operating…

INCY $24B

Cestrian Capital Research Nov 3 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 Nov 3 7 clicks

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Wednesday, November 4, 2026

Tim Eriksen on X

Timyan Bank Alert on X

DOMO Capital Management, LLC on X

Red Dog Capital on X

marginofdanger on X

marginofdanger on X

Broken Moats on X

DOMO Capital Management, LLC on X

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