Earnings Review: AMD, MELI, TIC, XPEL, ZTS
AMD’s data-center revenue rose 97%, while MercadoLibre, TIC Solutions, XPEL and Zoetis also report quarterly results.
Saturday, November 7, 2026
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From X
JabroniCoin.USD on X
BMO on $CENX: “Discussions centered on tariff uncertainty, Oklahoma smelter progress, current operations, improving free cash flow conversion & Hawesville monetization. Meanwhile, with CENX trading at 2.5x current spot-based EBITDA, valuation is compelling in our view.” 2.5X! https://t.co/3jKwcyjheE
Timyan Bank Alert on X
@trades021 I think Curtis at $BHB would like to be an acquirer. $LFGP is a logical target but Josephine will only sell if she can run a combined bank. Curtis has other targets. I’ve been a small holder only from back when Joe Murphy more thoughtfully ran this bank. He retired in 2013.
Timyan Bank Alert on X
Adams owns more stock than any board member than Robinson. The $CIBN board largely are not owners and their interests are not aligned with ours. Gary Frankhouse doesn’t own a single share.
Timyan Bank Alert on X
Like last year, I will get my brokerage firms to assign me the proxy voting rights and then I will assign them to Mr Robinson who will vote them at the meeting. Since Ohio has cumulative voting, I’m confident Mr Adams will soon be rightfully seated on the board of $CIBN
Timyan Bank Alert on X
Upcoming proxy event in Bucyrus at $CIBN Last year, in spite of the board’s wasting shareholder 💰 on lawyers to keep Mark Robinson off the board he was overwhelmingly elected. This year, $CIBN is again spending our cash to keep John Adams off our board. https://t.co/Xj637bWkOX
Farmer on X
@Finumus1 $IMF is long https://t.co/H8tr94BO0a
marginofdanger on X
$FPH guidance revision, as a result of a timing issue at the Great Park, should come as no surprise to anyone. Rates have moved materially higher.
marginofdanger on X
$CBBI increases dividend by 20% cc: @Ron284Ron
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8B
- Forager Funds Management October 2026 OFX $72MPLT $99M
- FCL Capital October 2026 INTR $1.7BRSGN $876M
- Protean Funds October 2026 AAK $4.7BVIMGF $2.2B
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 HHSE $12MMOD $5.2B
- Akre Capital Management, LLC Third Quarter 2026 TOI $6.2B
- Allspring Global Investments Q3 2026 3406 $2.9B
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…
(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…
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…
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…
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.
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…
Undercovered Dozen: NNN REIT, Weyerhaeuser, Vicor, And More
Vicor earns a Strong Buy after record Q3 results and AI gains, while QXO falls to Hold over capital structure and execution risk.
The Undercovered Dozen 1 click
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…
Artiva Biotherapeutics: Busted Biotech
TransMedics Group Inc Earnings Update: Q3 2026
TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.
HNRG · long Hallador Energy Co
JFrog soars, Innodata’s robotics, Quantum duopoly
JFrog jumped 35% to $100.44 after another beat-and-raise quarter, joining the TL20 Special Situations group.
Wolfspeed: Still Bullish After A Post-Earnings Wipeout
Vince Martin 6 clicks
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
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…
Research Note
Nine Mile Metals is the subject of a research note.
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Sectors
Ordered by how often our editor reaches for them.
