Friday, November 6, 2026

Post Q3 EVC Update

EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.

EVC $832M

Nat Stewart - Stock Picking Newsletter Nov 6 26 clicks

Nov 6 CRWV $27B

The Midterms Have Changed the AI Narrative: S&P Down 4.4%, Nasdaq Down 5.5% | The Weekly Wrap

Steve Eisman 5 clicks

Nov 6 OVV $17B

Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout

Bison Insights 4 clicks

From X

@HedgeyeRetail Jun 23

Brian McGough on X

Per @HedgeyeHC $PFE has been asleep at the switch. Was this really the best pedigree to go after for $NKE? The existing talent (Regional CFOs) that were passed over for the CFO role are gonna be pissed...While they're at it, gotta replace IR. It's part of the problem.

@HedgeyeRetail Jun 23

Brian McGough on X

$NKE fires CFO -- can I get an Amen??? Dude's forecast accuracy was simply horrible. New CFO from $PFE. Does not change that Nike is about to go into the biggest investment cycle in its history. It will likely pay off -- but not for 3-5 years. Until then it will continue to ceede share. Still Short NKE.

@TimyanBankAlert Jun 23 1 click

Timyan Bank Alert on X

@Akston_Capital Putting aside what the shareholders, directors, activist ahareholders @HoldCoAM, his wife and anyone else, what does Chris Gorman, in his heart, want to accomplish at $KEY? Keep going as is? Acquire? Sell?

@psyopcapital Jun 23

Psyop Capital on X

Is contextlogic interesting/worth digging into? $LOGC. I really like the Salt acquisition but seems like they paid a rich multiple for it. Fear this will end up in the graveyard of mini-Berkshires over time

@BrokenMoats Jun 23

Broken Moats on X

Little perplexed you get more negative redemption stories around private credit, and the market only sells off the the the pure play PE companies. First derivatives are up? $MFC $FG $MET $WAL all have sizable exposure to the same asset class.....

@HedgeyeRetail Jun 23

Brian McGough on X

$WRBY is bank here. Catalyst calendar is ripe for literally the next 18 months. Numbers are going up, and the multiple with it.

@ActAccordingly Jun 23

PAA Research on X

FWIW, I'm pretty sure Doug Lebda of $TREE experienced a (-95%)-(-99%) drawdown in 2000, 2008, and again post COVID-19. The company was purchased by $IAC and then spun out again after the dotcom bubble burst. Of course that implies that $TREE was a 10+ bagger on two separate occasions. RIP Mr. Lebda.

@ActAccordingly Jun 22

PAA Research on X

$PRIM printed above $200 just six weeks ago. This is one violent tape.

Entravision Q3 Update

Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…

EVC $832M

The Value Road Nov 6 4 clicks

(Idea) Transocean - Near-Term Results Obscure A Brighter Future

Transocean’s 25.6% selloff reflects oil-market shorting and weak Q3 headlines, while debt reduction after the Valaris acquisition could…

RIG $5.8B

HFI Research Nov 6 6 clicks

Axon 3Q26 Business Update

Axon cut full-year guidance after delayed federal Dedrone contracts slowed 3Q revenue growth to 28%, while software and services grew 43%.

AXON $31B

Speedwell Memos Nov 6 4 clicks

Axon 3Q26 Update: Revenue Breaks Below 30%, Runway Reaffirmed

Axon’s 3Q26 revenue growth fell to 28% after delayed federal Dedrone contracts, while software grew 43% and its $1.2 billion Skydio…

AXON $31B

Speedwell Research Nov 6 4 clicks

CareCloud (CCLD): A Second Sales Rep Talks. More Structure. Didn’t have a leader of sales for 18 months. That has changed. Organic growth through Medsphere?

CareCloud rebuilt its sales organization under Christopher Langehaug after 18 months without a sales leader, with a second sales rep…

CCLD $107M

Calvin Blissett Nov 6 7 clicks

Datadog (NASDAQ: DDOG) Stock Rating: Stop After Q3 FY12/26 Earnings

Datadog beat Q3 revenue guidance by $52 million, but guided Q4 revenue flat as its largest AI-native customer reduced usage after renewing.

DDOG $65B

Cestrian Capital Research Nov 6 1 click

Alpha Metallurgical Resources (AMR): Q3 2026 Earnings

Alpha Metallurgical posted a third consecutive quarterly loss as High Vol A coal margins fell to $14 a ton, while director Kenneth Courtis…

AMR $1.9BHCC $4.4B

Cannibal Stocks Nov 6 3 clicks

A clear solution to the “problem”

Shift4’s Q3 met guidance, but organic growth is decelerating, management credibility is weakening and leverage reduction remains too slow.

FOUR $3.4B

Best Anchor Stocks Nov 6 2 clicks

GREAT DEC-TECTIVE WORK

Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…

DEC $900M

The Oak Bloke Nov 6 4 clicks

Cloudflare (NET) Q3 FY12/26 Earnings Review

Cloudflare’s Q3 revenue rose 39% to $782.5 million, its fastest growth in nearly four years, while a $67.9 million GAAP operating loss and…

NET $97B

Cestrian Capital Research Nov 6 1 click

Dynatrace (NYSE: DT) Stock Rating: Do Nothing After Q2 FY3/27 Earnings (No Paywall)

Dynatrace reported 17% Q2 revenue growth but flat new ARR and lower profit and free-cash-flow guidance, following its $816 million Arize…

DT $13B

Cestrian Capital Research Nov 6 3 clicks

Coherent: Selling Volume While Lumentum Sells Scarcity

Coherent sells constrained InP capacity through volume-priced modules, while a $20 billion PhotonLink agreement marks its first…

COHR $38BLITE $48B

Keyanoush Razavidinani Nov 6 4 clicks

CareCloud (CCLD): Q3 2026 Call Notes and Thesis. My biggest position, I’m bullish. To me it’s a multibagger

CareCloud’s Q3 revenue rose 9% through acquisitions but fell 8% pro forma; the RCM consolidator targets 25–30% margins by shifting acquired…

CCLD $107M

Calvin Blissett Nov 6 2 clicks

Reddit Stock $RDDT : The Human Internet Just Got 29% Cheaper

Reddit fell 29% after warning that Google search traffic was declining, despite Q3 revenue rising 53%; the bull case rests on communities,…

RDDT $18B

Substack von Philipp Nov 6 4 clicks

Rocket Lab: Less Euphoria, Still Too Much Perfection Priced In Ahead Of Q3

Rocket Lab faces Neutron delays, Iridium acquisition dilution and cash burn despite expected 66% Q3 revenue growth, leaving RKLB priced for…

RKLB $28B

Bernard Zambonin Nov 6 1 click

Marvell Buys Lumentum: MRVL Initiated at Buy, $258 PT

Marvell’s Lumentum acquisition targets optical networking demand as AI data centers shift from copper to lasers, expanding its hyperscaler…

LITE $48B

Monte Independent Investment Research Nov 6 2 clicks

Blue Owl Capital: Book Value Is Rising Under A Default-Wave Price

Blue Owl Capital's NAV rose to $14.32 as buybacks and portfolio marks improved, while OBDC trades at a 25% discount despite a 0.33%…

OWL $16B

Tim Travis Nov 6 1 click

AAP · long

Advance Auto Parts INC

Advance Auto Parts, AAP, is presented as a long idea following prior write-ups at $48.81 per share in January 2025.

AAP $2.9B

Value Investors Club Aug 8 2 clicks

Artiva Biotherapeutics: Busted Biotech

ARTV $206M

Clark Street Value Nov 5 5 clicks

TransMedics Group Inc Earnings Update: Q3 2026

TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.

TMDX $3.1B

SixSigmaCapital: Navigating the Financial Markets Nov 5 5 clicks

Publications we follow

Every publication on this site, hand-picked.

129 publications

YouTube 4

Blogs 15

Seeking Alpha 78 of 281

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts

Nominate an account

Investor letters we follow

360 firms

Sectors

Ordered by how often our editor reaches for them.

Friday, November 6, 2026

Brian McGough on X

Brian McGough on X

Timyan Bank Alert on X

Psyop Capital on X

Broken Moats on X

Brian McGough on X

PAA Research on X

PAA Research on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 78 of 281

X accounts we follow

Investor letters we follow

Sectors