AppLovin 3Q26 Business Update: No Notes
AppLovin’s Q3 revenue rose 55% year over year as AXON model gains expanded margins, while ad take-rate compression remains the key competitive risk.
Thursday, November 5, 2026
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From X
Ian Bezek on X
@dede_eyesan I'm sure $CAAP would bid as well if there is an open process. Ultimately would imagine government is just going to sell to Brookfield though.
Deep Sail Capital on X
$JMKE Getting some shade from Stavros
Barbarian Capital on X
Generac’s stock soars more than 30% after Amazon deal cements company’s status as an AI-power player $GNRC
Barbarian Capital on X
The American Eater Wins Again Costco expands Uber Eats delivery partnership to 47 states $COST
Barbarian Capital on X
J.B. Hunt stock plunges 13% after company warns third-quarter earnings will fall $JBHT
Barbarian Capital on X
Snap tries to bring AR glasses to enterprise market, partnering with Nvidia, AWS and Salesforce $SNAP
BDC on X
Specs might be the only tech in the world that could fully replace your phone and your life would be better. What's that worth? $snap
Investor Letters
All letters- Forager Funds Management October 2026 TUA $525M
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BBKNG $122B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- JB Global Capital Q3 2026 BABA $262BFLO $1.4B
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $416MALM $2.5B
- Chautauqua Capital Management Q3 2026 AAIGF $103BADYEY $32B
- Night Watch Investment Management Q3 2026 AZLGF $3.3BIMCDY $6.7B
Trading Post November 5, 2026
MercadoLibre’s logistics expansion cut margins by 60 basis points, while Mercado Pago grew credit 62% with 7% NPLs.
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Array Technologies And Shoals Merger Creates Upside Potential
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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.
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Thursday Tailwinds #13: Nov 5, 2026
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eToro: Expanding Beyond Crypto
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CHWY · long Chewy INC
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The Buyback Shows Up (ESRT Q3 2026)
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GPC Q3 2026: a quick North America Automotive update
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AMSC, Datadog will be fine, SiTime is worth a look
AMSC and Datadog will be fine, while SiTime is worth a closer look.
An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI
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DigitalOcean (DOCN) Q3 FY12/26 Earnings Review
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New Ideas From The Road
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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…
Oracle: The Party Is Almost Over
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Sectors
Ordered by how often our editor reaches for them.
