Thursday, November 5, 2026

Uber 3Q'26: Eats vs DoorDash, and the AV Math

Uber Delivery generated an estimated $0.66 EBITDA after SBC per order in 3Q26, versus DoorDash's $0.80, while autonomous vehicles shape Mobility's implied valuation.

DASH $86B

MBI Deep Dives Nov 5 5 clicks

Nov 5 MELI $77B

Trading Post November 5, 2026

Cassandra Unchained 2 clicks

Nov 5 TLK $11B

Telkom Indonesia (TLKM/TLK): 9x P/E, 11% dividend, separable assets ≈80–95% of market cap, stub at ~2x EBITDA. Industry went from 11 operators to 3, a new rule kills the price war, and MSCI is forcing the sellers.

Calvin Blissett 4 clicks

From X

@ValueSituations Jun 13

Conor Maguire | Value Situations on X

Another positive update for the Value Sits Model portfolio with the news that the $BG acquisition of #Viterra has received approval in China; $BG up +7% today, while mkt down- another example of benefits of idiosyncratic/event situations https://t.co/p76gcFbQBu

@MultiplesCap Jun 9

Multiples Capital on X

Silver breaking out finally. Long $SLV calls ... not a recommendation :) https://t.co/AFPUTa6n4P

@HaydenCapital Jun 5

Fred Liu on X

Omg 😲. Opening up 145%, $15BN mkt. $CRCL https://t.co/Qy3VRa6bPo

@HaydenCapital Jun 3

Fred Liu on X

We put out our Q1 2025 letter a few days ago. This quarter, we discuss: - Why "Only The End-State Matters" - An update on Shopee Brazil, and their overseas expansion $SE - Our internship program, and a $WISE memo Letter is on our site here: https://t.co/ZvQvketYjL

@ValueSituations Jun 3

Conor Maguire | Value Situations on X

More event-driven news for another Value Sit Portfolio name this AM, with Dalata $DHG $DAL #DHG #DAL up ~3.7% on news of take-private bid ... https://t.co/iYj58zAdn4 https://t.co/zuNEdRJLnI

@Adam_Wyden May 29

Adam D. Wyden on X

@GHadjia $apg?

@HedgeyeRetail May 15

Brian McGough on X

This $DKS $FL deal is going to go down as one of the most destructive deals ever done in Retail, like, EVER. Right up there with $DLTR $FDO, and $MW $JOSB. We're pressing our $DKS short here, hard. And good riddance to our $FL long.

@HaydenCapital May 13

Fred Liu on X

More 3PL Datapoints. $1519.HK $SE 1) External funding raised by 3PLs 2) Lower volumes are leading to negative spiral for delivery workers (who are paid per package). Fewer deliveries per worker = less $ per day = workers leaving for growing 3PLs (Shopee Express & J&T) = more supply / competition of delivery workers = cheaper per parcel costs for SPX & J&T (widening moat). And further erosion of network density for sub-scale 3PLs. https://t.co/n35vONTb7Y

Thursday Tailwinds #13: Nov 5, 2026

Florida marinas are 92% full as boat counts rise and permits constrain new supply, creating pricing power for existing operators such as…

SUI $14B

Trade Ideas Flow Nov 5 6 clicks

Delta Air Lines Is Worth Buying Despite Near-Term Pressure

Delta Air Lines' premium, loyalty and ancillary businesses generate 61% of revenue as cash flow supports debt reduction despite fuel and…

DAL $57B

Motti Sapir Nov 5

GPC Q3 2026: a quick North America Automotive update

GPC’s NAPA commercial sales grew 4% in Q3, trailing AutoZone and O’Reilly as freight, fuel and rent cut North American Automotive margins…

GPC $17BORLY $73B

Stock Thoughts Nov 4 7 clicks

AMSC, Datadog will be fine, SiTime is worth a look

AMSC and Datadog will be fine, while SiTime is worth a closer look.

DDOG $79BSITM $11B

The Technology Letter Nov 4 5 clicks

An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

Intuit CEO Sasan Goodarzi discusses using AI to turn accountants from customer-acquisition partners into customers, alongside QuickBooks,…

INTU $92B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Nov 4 2 clicks

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 $11B

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 4 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

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 $84B

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

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

Chipotle Stock: The Dip Is A Long-Term Opportunity

Chipotle plans 350 to 400 annual openings and low single-digit same-store sales growth, supported by menu innovation, international…

CMG $42B

Jake Blumenthal Nov 4

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

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

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

Regeneron (REGN) Q3 FY 12/26 Earnings Review

Regeneron Q3 revenue rose 36% to $5.1 billion as Sanofi collaboration revenue jumped 68%, while EYLEA US sales fell 41%.

REGN $94B

Cestrian Capital Research Nov 3 1 click

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 $48B

Irrational Analysis Nov 3 4 clicks

Marvellous Value Destruction

Marvell’s proposed Lumentum deal risks alienating Cloudlight customers and losing engineering talent, despite limited optical integration…

LITE $48B

Irrational Analysis Nov 3 2 clicks

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Thursday, November 5, 2026

Conor Maguire | Value Situations on X

Multiples Capital on X

Fred Liu on X

Fred Liu on X

Conor Maguire | Value Situations on X

Adam D. Wyden on X

Brian McGough on X

Fred Liu on X

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Seeking Alpha 74 of 279

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