Thursday, November 5, 2026
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From X
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…
VSEC · long Vse CORP
VSE Corp trades at $185, with a stated $246 fair value and 2027 estimated EV/EBITDA of 15x.
Portfolio Updates
CYD was sold near $21 versus an $11 entry after exceeding a $19.50 target; proceeds moved to H22.SI, whose CYD stake implies $1.30 NAV and…
[P] TENB: Tenable Governance
Tenable faces CEO succession under difficult circumstances, putting its governance and leadership transition in focus.
[P] SPHR: Sphere-Priced Incentives
Sphere Entertainment’s incentives are priced around Sphere.
[P] VYX: Checking Out in 2025? (Part 4)
VYX appointed Executive Chair James Kelly as CEO.
Fading a Myopic Sell-Off
Organigram’s shares fell 25% after Q1, despite Motif Labs making OGI Canada’s largest cannabis producer and a top-three player across major…
Hong Leong Asia: Unveiling Undervalued Gems in CYD’s Parent Company
Hong Leong Asia (SGX: H22) has 40% base-case upside, driven by its CYD stake’s data-center opportunity and Singapore-Malaysia…
Key Takeaways from NVRs Deep Dive
NVR’s lot options and build-to-order homes limit land and inventory risk, driving capital efficiency, 20% to 40% ROE and resilience through…
Unpacking eDreams' Capital Markets Day
EDreams nears 7.25 million Prime members and €180 million of Cash EBITDA, marking its shift from an online travel agency to a…
China Yuchai: Deep Value Meets Growth (NYSE:CYD)
China Yuchai (CYD) trades at 2x EBITDA and 0.3x book as data-center backup-power demand, buybacks, and net cash support an earnings…
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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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- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
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Sectors
Ordered by how often our editor reaches for them.
