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

@LaughingH20Cap May 21 1 click

Laughing Water Capital on X

@scottwilsonUSD @cfrischer1 Womack is seemingly in $WMT's pocket & claiming $NN will interfere with RFID. However, $NN has the proof that they do not interfere with RFID, so presumably Womack will go away.

@cfrischer1 May 20

Charles Frischer on X

@scottwilsonUSD $NN I think there will be a solution that works for all parties. The country needs our spectrum.

@cfrischer1 May 20

Charles Frischer on X

$NN At this point in the process, it doesn't really matter if the NPRM drops in June, July or August. The value of spectrum has dramatically changed over the last 12 months. Direct to device with satellite companies like SpaceX and Amazon have become critical buyers of spectrum.

@cfrischer1 May 20

Charles Frischer on X

$NN Waiting a few extra months to get the NPRM doesn't matter compared to the ultimate value of the spectrum. Plus the NN spectrum can/will be used for many additional vital issues like IOT, drones and other AI uses.

@cfrischer1 May 20

Charles Frischer on X

$NN Finally, check out the comments recently made by Anterix regarding how they are thinking about the value of their spectrum. The numbers are much higher than I had ever imagined. I am long a bit of $ATEX. NN spectrum is far more powerful than the low band spectrum held by ATEX

@DOMOCAPITAL May 20

DOMO Capital Management, LLC on X

Anyone who thinks @ryancohen won't run both $GME and $EBAY ... is wrong.

@catechwilliams May 20

catechwilliams on X

$POET $2.5B market cap Canada-based (formerly TSXV-listed) semi component designer. Perennially on the verge of commercialization ($1.4M LTM sales, hemorrhaging cash). Heavily promoted into a $400M offering on 5/18. Dubious order w related party, FEOC, PFIC, among many issues.

@TimyanBankAlert May 19 1 click

Timyan Bank Alert on X

@Stl_MAR @Catahoula_Value I think (from past close experience) that the family calling the $TRCY shots is hopelessly inept. Doesn’t mean they won’t sell it at some point but they have turned away some great alternatives.

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

Laughing Water Capital on X

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Charles Frischer on X

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