Thursday, November 5, 2026
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Raging Capital Ventures on X
Solid Q and nice guidance hike from $SKIN, with growth in consumable revenues, improved margins, and good cost controls. New mgmt is focused on improving execution and product innovation. Biz is capital lite and trades at just ~4x EV/EBITDA with only 6.5 mm shares out.
Maj Soueidan on X
Not saying $MCHP is cheap, but so far, their Q3 earnings narrative is exactly what most AI beneficiaries are saying about their AI and data center related growth. Political posturing might impact near-term investor sentiment, but it shouldn’t impact overall growth trajectories of a good deal of these companies. Valuation is another story.
Calvin Blissett on X
$CCLD $YB $CCOI $BOC $AMR $HCC $CNR $METC $USIO $HHS $HY $ARKO $SLM https://t.co/XRRQSpa8YO
Barbarian Capital on X
General Mills Considering Separation of Haagen-Dazs Business Outside North America $GIS https://t.co/wtqQjtZKGO
Barbarian Capital on X
Sweetgreen Sees Milder Same-Store Sales Decline Following Rebound From Cyclospora Outbreak $SG https://t.co/B49E72ba61
Barbarian Capital on X
DraftKings Cuts Outlook as It Pours More Money Into Prediction Markets $DKNG https://t.co/lGrshk7yNl
Kuppy on X
Florida is the last sane place in USA. Got $JOE…?? https://t.co/RJLt2GPIFB
Mr Neutral Man aka "Howard Marks of REITs” on X
This is the main reason why we own 3 to 4 times as much of $CPT vs $MAA and $NXRT Blended leases up 1.0% in Q3 with new lease down 2% YOY vs new leases down 6% for MAA and down 4.5% for NXRT The renewal - new lease is too high for MAA for my liking. Much healthier for Camden Same store NOI -0.2% in Q3 vs -1.8% for MAA and -8.2% for NXRT (large chunky expenses that is not run rate for NXRT) @jayparsons
Investor Letters
All letters- Forager Funds Management October 2026 OFX $72MPLT $99M
- FCL Capital October 2026 ANPDF $28BCNSWF $53B
- Protean Funds October 2026 AAK $4.7BLFABF $13B
- JB Global Capital Q3 2026 FLO $1.4BPYPL $49B
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $417MALM $2.5B
- Chautauqua Capital Management Q3 2026 ADYEY $32BBEKE $21B
- Night Watch Investment Management Q3 2026 AZLGF $3.3BIMCDY $6.7B
- Greystone Capital third quarter of 2026 KTYCF $461MSRTA $498M
Trading Post November 5, 2026
MercadoLibre’s logistics expansion cut margins by 60 basis points, while Mercado Pago grew credit 62% with 7% NPLs.
Problems at Twist Bioscience (TWST)
Twist Bioscience’s $200 rebound followed an Anthropic-linked short squeeze, yet its DNA and protein services face broad competition while…
VSH Earnings Review
Vishay reported record Q3 revenue of $979 million, up 24%, and guided Q4 to about $990 million as rising backlog and margins contrast with…
This Week in Special Situations: Lear, AutoNation, NexPoint, AudioCodes, Xponential Fitness
AutoNation, Lear, NexPoint, AudioCodes and Xponential Fitness lead a 52-situation screen spanning buybacks, insider purchases, M&A and…
Array Technologies And Shoals Merger Creates Upside Potential
Array Technologies and Shoals Technologies plan to merge, targeting cross-selling and cost synergies as ARRY's order book holds firm and…
Caffital Research 3 clicks
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.
Telkom Indonesia trades at 9x earnings and an 11% yield as MSCI-driven selling obscures telecom consolidation, price increases and…
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…
eToro: Expanding Beyond Crypto
EToro trades at 2.89x EV/FCF with $304 million in trailing free cash flow, expanding from crypto into equities, commodities, currencies and…
Max Arnoldi 5 clicks
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…
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…
SAMG · long Silvercrest Asset Mgt
Silvercrest Asset Management is framed as undervalued while funding an ambitious investment cycle.
Sea Limited (SE) Sea Cloud and Monee IPO
Sea Limited plans Sea Cloud and a Monee IPO, using 40-plus data centers and 25,000 GPUs while risking heavier capex and prolonged thin…
Strategy: I Called The STRC Repeg, Now The Bitcoin Machine Can Restart
Strategy spent $1.84 billion repurchasing STRC below $100, bringing it near par and potentially reopening a preferred-share issuance…
Geneva Investor 6 clicksBumble is being taken private
Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.
GLOO, part two
Gloo faces related-party deals, insider-heavy IPO ownership, acquisition losses and $84.5 million of CEO-backed puts as it burns cash and…
Webull: A 30% Annual Return Setup As Perpetual Futures Go Live
Webull expects perpetual futures and operating leverage to lift operating income from $114 million to nearly $400 million by 2030.
PropNotes 3 clicks
CoreWeave: It’s Not Dying, Not Anytime Soon
CoreWeave is compared with Amazon's early public years, when investors expected bankruptcy amid losses and dependence on outside capital.
Why I sold OB pick for 26 SVM
Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite…
Onto Innovation: Fall Buyers Rewarded With 2027 Growth
Onto Innovation's metrology, advanced-packaging and x-ray tools are expected to lift revenue and margins through 2027 as Dragonfly G5 and…
Off His Game 2 clicks
Use of AI is boosting Snowflake’s revenue while mortal companies may take longer
Snowflake says internal AI use is lifting revenue and profit, while customers show early implementation success.
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Convequity
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Deep Sail Capital
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DOMO Capital Management, LLC
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Fierce_beast
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junkbondinvestor
kab60
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SG
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Sectors
Ordered by how often our editor reaches for them.
