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 $70MPLT $96M
- Rathbones October 2026 SBGSF $143BSIEGY $237B
- FCL Capital October 2026 ANPDF $28BBKNG $122B
- Protean Funds October 2026 AAK $4.6BLFABF $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
Wolfspeed: Still Bullish After A Post-Earnings Wipeout
Wolfspeed's negative Q1 margins and revenue decline have not changed the bullish case for silicon-carbide power devices in data centers.
Vince Martin 7 clicks
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…
Trading Post November 5, 2026
MercadoLibre’s logistics expansion cut margins by 60 basis points, while Mercado Pago grew credit 62% with 7% NPLs.
Uber: The Robotaxi Discount Has Truly Gone Too Far (Earnings Review)
Uber's Q3 growth, margin expansion and rising cash flow clash with a bear-case valuation as investors price in robotaxi disruption risk…
Luca Socci 4 clicks
Intel: The CPU Comeback, Discounted
Intel's Q3 2026 results were hit by memory costs and an Israel shutdown, but enterprise AI inference could lift CPU demand as server…
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…
FOUR · long Shift4 Payments INC
Shift4 Payments trades at roughly 5 times a $7.50 2029 free-cash-flow-per-share estimate after stock compensation.
CME's Stock Is Cheap for the Wrong Reason
CME Group trades at 21.7 times trailing earnings versus a 25.1 times 12-month average, despite near-record futures volume and 94%…
Quick Value #324 - Resideo + ADI Global
Resideo will spin off lower-margin ADI Global distribution after ending its $1.59 billion Honeywell indemnity, separating manufacturing and…
Under the Hood - Adobe Inc. ($ADBE)
Adobe generates 96% of revenue from subscriptions and converts over 40% into free cash flow, but generative AI tests whether Creative…
Q2 2026 Investor and Subscriber call
Jenga IP’s Q2 2026 investor call covers software research on Microsoft and Intuit, upcoming Adobe coverage, and portfolio changes on July…
The Fleet Owners' Push for Aggregating Demand
Uber’s hybrid-network proposal would keep AVs and human drivers on its dispatch platform, while Waymo and Tesla pursue vertically…
Caris Life Sciences: The Quiet Founder Trying to Win the Holy Grail of Oncology
Caris Life Sciences, CAI, uses AI-trained molecular oncology data for therapy selection and multi-cancer early detection, with 97% of…
Ally Financial: The Next Vintage
Ally Financial's Q2 FY26 consumer auto originations rose 21% to $13.3 billion as newer, 9%+ yield vintages replace troubled 2022 loans;…
Weekend Digest 351: Market Volatility, TFSL, Roper, Booz Allen, TIPS Vs. Treasury Bonds
AI momentum trades are unwinding as leveraged products amplify volatility; TFS Financial offers a 7.5% yield on cost and potential upside…
Hidden in Plane Sight
An aerospace company’s profitable core is obscured by a long-running FAA development program; approval, abandonment, or shrinking losses…
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Sectors
Ordered by how often our editor reaches for them.
