Wednesday, November 4, 2026

Warrior (HCC): Q3 2026 Earnings

Warrior Met Coal’s Blue Creek mine cut costs to about $93 a ton, offsetting a wider discount for High Vol A coking coal as US supply expands.

HCC $4.3BBTU $2.1B

Cannibal Stocks Nov 4 4 clicks

Nov 4 GPC $17B

GPC Q3 2026: a quick North America Automotive update

Stock Thoughts 7 clicks

Nov 4 DOCN $11B

DigitalOcean (DOCN) Q3 FY12/26 Earnings Review

Cestrian Capital Research 2 clicks

From X

@Fierce__beast Apr 18 1 click

Fierce_beast on X

how is this not the end for $wix and $gddy?

@jawagner92 Apr 17

Odd Lot Arbitrageur on X

Mastercard $MA ~27% cagr / 120 bagger including dividends since 2006. Nearly all news coverage leading up to the IPO was negative.

@mavix_leon Apr 14 1 click

mavix on X

Shelly Group $SLYG announces revenues of EUR 33.4 million (+26%) for Q1 2026. The Company’s liquidity position developed positively in the first quarter of 2026. Cash and cash equivalents increased by approximately 45% compared to year-end 2025 to EUR 19.9 million,

@LaughingH20Cap Apr 14

Laughing Water Capital on X

@endless_frank @AST_SpaceMobile Hi - no position but have been following along. How do you think about the advantages that SpaceX and $AMZN have in terms of name recognition, distribution, and cost of capital? How do you think about pricing in a 3 player market? Is it a race to the bottom out of the gate? TYIA

@mavix_leon Apr 9 2 clicks

mavix on X

Shelly Group $SLYG will be included in the SDAX and thereby become part of Germany’s DAX index family, effective 10 April 2026. "We are proud to have been the first Bulgarian company to be admitted to trading on XETRA and now also the first Bulgarian company to be included in the SDAX.”

@cfrischer1 Apr 2

Charles Frischer on X

@MLedrappier @CalgaryLeveen No doubt a sale of Globalstar to Amazon or SpaceX would be great news for $NN. Especially at the valuations being cited. I am long a small position in $GSAT. This would be an incredible day for NN. Validates spectrum valuations

@gatorcapital Mar 17

Derek Pilecki on X

@DavidBrail Doesn’t seem like they will. But, for the new bid to be worse than Trian’s $49/share cash bid, committee would have to assume $VCTR shares decline 45% to $36. That seems like an unreasonable assumption because Victory would then trade at a 3x P/E.

@gatorcapital Mar 17

Derek Pilecki on X

New $VCTR bid for $JHG. In the slide deck, Victory says the deal will result in +50% accretion. 2027 EPS goes from $7.56 to at least $11.34. The combined company would trade at 6x 2027 EPS.

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…

CURB $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 $84BZG $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 $193BAMZN $2.9T

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 $33BRRC $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

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

Builders FirstSource: Built To Last Until Housing Turns

Builders FirstSource's buybacks halved its share count since 2021, while 4.1x leverage, fixed-rate debt and post-2030 maturities support it…

BLDR $6.8B

Tim Travis Nov 3

AMD Earnings Review

AMD reported $13.4 billion in Q3 revenue, with Data Center sales up 97% to $8.5 billion, and guided Q4 revenue to $17 billion.

AMD $660B

Cestrian Capital Research Nov 3 3 clicks

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

Matt Murphy and Michael Hurlston Fireside Chat: Irrational Recap

Marvell and Lumentum’s merger targets uVCSEL scale-in optics, combining Marvell’s DSP and analog IP with Lumentum’s laser manufacturing for…

LITE $48BMRVL $117B

Irrational Analysis Nov 3 4 clicks

Stevanato down 30%. Yikes.

Stevanato fell 30% after forecasting low-single-digit 2027 growth as lower Nexa syringe volumes from a GLP-1 customer offset solid Q3…

STVN $3.6B

Best Anchor Stocks Nov 3 3 clicks

Marvell And Lumentum Merger Doesn't Make Any Sense To Me

Marvell’s all-stock Lumentum deal exposes LITE holders to MRVL volatility while paying peak-cycle AI multiples, with US and China antitrust…

MRVL $117BLITE $48B

Dustin Quasney Nov 3 2 clicks

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Wednesday, November 4, 2026

Fierce_beast on X

Odd Lot Arbitrageur on X

mavix on X

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mavix on X

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Derek Pilecki on X

Derek Pilecki on X

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