Saturday, November 7, 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 21h ago 23 clicks

17h ago 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

24h ago OVV $17B

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

Bison Insights 3 clicks

From X

@BarbarianCap 5m ago

Barbarian Capital on X

Outback Steakhouse Owner Raises Profit Outlook as Chain’s Turnaround Continues $BLMN https://t.co/mYeWfuvJ5I

@BarbarianCap 6m ago

Barbarian Capital on X

Brookfield Asset Management Fundraises $25 Billion in Quarter, Led by Infrastructure Strategies $BN https://t.co/EUs4qHwmvW

@BarbarianCap 7m ago

Barbarian Capital on X

Under Armour Revenue Falls on Broad Segment Declines $UAA https://t.co/enfSBw8QR9

@BarbarianCap 7m ago

Barbarian Capital on X

Charter Continues to Lose Internet, Video Customers; Plans New Savings Program $CHTR https://t.co/IQqGWG4VFU

@aleabitoreddit 1h ago

Serenity on X

@semivision_tw 市場暴跌後，我現在還勉強活著。我從來沒想過 $LITE 被 $MRVL 收購後，股價竟然還能暴跌 -51.53%。結果沒想到，連收購方 $MRVL 也一起崩了 -50.3%。

@aleabitoreddit 1h ago

Serenity on X

I still own shares in the million range, which is a material % of the overall company for $SIVE. I've been extremely critical of their recent communication and disclosures around CPO, which is why I originally invested. But given their focus on pluggables, if they disclose more qualifications like $CRDO or Innolight, I'd gladly increase concentration. I'm personally waiting for earnings in 19d to evaluate the company.

@aleabitoreddit 2h ago

Serenity on X

My cost averages are a lot different. My memory longs were once up +450%, but many are probably down to +50-100% unrealized. I still hold those. Just tax lost harvesting a bit of my $AAOI position over time was a few million realized losses (I'm still long, this is just tax related stuff each month) Can say the same for a lot of other names. There's a lot of volatility and risk management in between, but I think they'll perform well in 2027.

@aleabitoreddit 3h ago

Serenity on X

I think we've reached extreme market dislocation territory. $POET as one example traded close to -$98M under their net cash on Thursday, giving a very negative value to their actual business. But even if hyperscaler capex gets reduced, I'd argue demand visibility on some bottlenecks from substrates, memory, and optics far exceeds market current valuations. And the sector drop presents a very compelling opportunity.

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 25h ago 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 10h ago 2 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 14h ago 2 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 14h ago 3 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 $79B

Cestrian Capital Research 16h ago 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 $4.3B

Cannibal Stocks 20h ago 1 click

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 20h ago 1 click

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 20h ago 2 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 22h ago 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 23h ago 1 click

GFL · long

Gfl Environmental INC

GFL Environmental, North America’s fourth-largest waste manager with a US$19 billion market cap, is pitched long.

GFL $20B

Value Investors Club Jul 8

Evolus: Aesthetic Spending Bounceback (Ticker: EOLS)

Evolus posted 21% quarterly revenue growth as U.S. facial-injectable spending bottoms, while making progress toward GAAP profitability.

EOLS $450M

Emerging Moats Research Sep 18 1 click

This Week in Special Situations: Cooper Companies, Sturm Ruger, Grab Holdings, Boston Omaha

Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…

COO $12BRGR $721M

Latticework by MOI Global Sep 18 1 click

House of Weichai

Weichai Power built a global engine group through Baudouin and a 46% stake in PSIX, positioning both for large-bore generator demand from…

PSIX $915M

Maius Partners Sep 17 3 clicks

Pioneer Bancorp Has One Too Many Red Flags

Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a…

PBFS $453M

Crimson And Gold Research Sep 17 4 clicks

Power Semiconductors: The Follow-Up

STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture,…

STM $41BNVTS $2.5B

SixSigmaCapital: Navigating the Financial Markets Sep 17 4 clicks

Diamond Estates: Research Note

Diamond Estates Wines & Spirits plans to expand grocery and export sales, invest in six brands, and improve winery operations through FY29.

LSDAF $1.2B

Atrium Research - Equity Research Sep 17 2 clicks

The Offshore Message From Oslo

Offshore drillers have secured 105 rig-years by September, 42% above all of 2025, as national oil companies lock up long-term capacity.

RIG $5.8B

Cannibal Stocks Sep 17 2 clicks

Progyny: Best-In-Class And Likely To Exceed Analyst Estimates In 2027

Progyny's Q2 revenue rose 11% excluding Amazon, with margin expansion and nearly 100% EPS growth guidance for 2026 supporting…

PGNY $2.5B

Robert J. Lake Sep 17

Problems at Jackson Financial ($JXN)

Jackson Financial administers $287 billion in retirement accounts while a report says its captive, hedge-loss installment plan and…

JXN $8.8B

Hunterbrook Sep 17 4 clicks

Publications we follow

Every publication on this site, hand-picked.

129 publications

YouTube 4

Blogs 15

Seeking Alpha 74 of 277

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts

Nominate an account

Investor letters we follow

359 firms

Sectors

Ordered by how often our editor reaches for them.

Saturday, November 7, 2026

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Serenity on X

Serenity on X

Serenity on X

Serenity on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 74 of 277

X accounts we follow

Investor letters we follow

Sectors