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 39h ago 5 clicks

39h ago MELI $77B

Trading Post November 5, 2026

Cassandra Unchained 2 clicks

42h ago 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

@ChrisCamillo 40h ago

Chris Camillo on X

@Kyle_Landau_88 stricter energy policy good for $BE

@ChrisCamillo 40h ago

Chris Camillo on X

@ChrisMi99288379 data center build out could slow but stricter energy policy for data center build out probably helps $BE

@ChrisCamillo 40h ago

Chris Camillo on X

@InvestByRS my leverage has been low for wks, a bit higher today to fund $BE

@ChrisCamillo 40h ago

Chris Camillo on X

The more irrational the selloff gets the more $BE I buy.

@Mr_Neutral_Man 40h ago

Mr Neutral Man aka "Howard Marks of REITs” on X

What's crazy about tail risk hedging is that you go to bed with your $IWM puts at $0.25 and you wake to it spiking to $1.33 I have not taken profit during recent spikes, focusing mostly on accumulating positions. Gonna take some off here given the 2 week expiration https://t.co/xOSgoEQv01

@Mr_Neutral_Man 41h ago

Mr Neutral Man aka "Howard Marks of REITs” on X

Hmm, come to think of it. Maybe that previous chart isn't so far off. It's just that I own the stuff that's got at least a 20% discount to NAV A good example is that $PSA $EXR are 5.1 and 5.5% cap but $CUBE is 5.8%, but in the mid 6% not that long ago Bigger REITs also has more weighting

@kab604 42h ago

kab60 on X

@jefke00 $FIS also changed guidance to focus on FCF... Watch out for factoring, WC shenanigans and underinvestment in the biz! BOLDLY FORWARD!!! 🚀

@junkbondinvest 42h ago

junkbondinvestor on X

Does more PIK mean more non-accruals? Not cleanly, based on this chart. And no clear pattern with NAV either. The BDC with the most PIK had one of the best NAV per share changes in Q2. TL;DR: You can’t screen for this, you have to read the portfolio. $ARCC $OBDC $FSK https://t.co/xIE5f5trNH

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 43h ago 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 44h ago

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 6 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

Chris Camillo on X

Chris Camillo on X

Chris Camillo on X

Chris Camillo on X

Mr Neutral Man aka "Howard Marks of REITs” on X

Mr Neutral Man aka "Howard Marks of REITs” on X

kab60 on X

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