Speedrun | Upcoming Events This Week - [November 2 - November 6, 2026]
Week ahead lists Nvidia, earnings, inflation and PPI releases alongside Iran conflict developments.
Sunday, November 8, 2026
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From X
Calvin Blissett on X
@RockwoodNotes @loneelmcapital Love the equity yield curve mental model, grows more and more relevant daily. Your $OMC thesis is they are insulated from AI because they have become akin to a warehouse of ad data? Dispensing it and holding it and tracking it for a fee. Thoroughly enjoy your content
Serenity on X
I fully support $NVDA and Jensen Huang through this time. Even the most legendary figure in the AI industry is human. Trump, Clinton, Bezos, Gates, and many others have faced scrutiny over their personal lives. It takes courage to own up to it publicly and move forward
Fajasy on X
Why I like Toast $TOST 🍞 - Mr.Bread
RiverRoadPartners on X
@ContrarianChe @John_Hempton You’re wrong and Hampton is right. $NVDA was $225.83 on 5/13/26, when they issued the short report and closed Friday at $186.64, so the stock has lost 17.4% since the report was published.
Barbarian Capital on X
14/n Ivy Zelman on housing (of course) on @dmoses34 @onthetapepod $ITB $XHB Builders, labor, rates, Fannie/Freddie
Barbarian Capital on X
10/n @bloggingsbyboz with @tracyalloway @TheStalwart Covers the election in Brazil, Venezuela++ $EWZ $ILF $ARGT
Barbarian Capital on X
3/n $HOOD CEO @vladtenev on @NoPriorsPod This is the most innovative brokerage by far; expanding ownership (incl via tokenization); also math/math models, origin story
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Rathbones October 2026 SBGSF $143BSIEGY $237B
- FCL Capital October 2026 ANPDF $28BASML $575B
- Protean Funds October 2026 AAK $4.6BLFABF $13B
- Invesco — Discovery Fund Q3 2026 MOD $5.2BSMTC $8.5B
- Akre Capital Management, LLC Third Quarter 2026 BN $96BCNSWF $53B
- Allspring Global Investments Q3 2026 3406 $2.8B
- JB Global Capital Q3 2026 BABA $262BPYPL $49B
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Ouster Q3 FY12/26 Earnings Review (OUST) - Stock Rating: Accumulate
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Floor & Decor 3Q26: Business Update
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Floor & Decor 3Q26 Business Update: Profitability Grows Despite Weak Sales
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Important Portfolio Update
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Kimberly-Clark: Short-Term Worries Create A Buying Opportunity (Rating Upgrade)
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Gary Gambino 1 click
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Brookfield Corp. - Get a Buck for Fifty Cents
Brookfield Corp. trades at 13.2x 2025 distributable earnings and $45.97 against management’s $91.76 sum-of-the-parts Plan Value, discounted…
FrontView REIT (NYSE: FVR)
FrontView REIT’s 35% selloff after tenant credit problems and a lock-up expiry leaves its net-lease portfolio at a 9.5% cap rate and 10.5x…
ILMN: Activism! Part Deux
Illumina appointed activist Keith Meister to its board as an SEC investigation into the Grail acquisition raises questions over 122.5…
[P] ILMN: Activist In, Chairman Out
Illumina adds activist Keith Meister to its board as Chairman Stephan Macmillan resigns.
Berkshire Hathaway’s 2025 Proxy Statement
Berkshire Hathaway’s 2025 proxy introduces an age-80 director limit, forcing Ronald Olson’s retirement while exempting Warren Buffett and…
Buffett & Munger Unscripted
Buffett & Munger Unscripted organizes three decades of Berkshire annual-meeting commentary on investing, governance and executive pay.
[P] HSY: Re-Molding Hershey
Hershey’s recent company filings are reassessed as the confectioner reshapes its business.
CNK Buyback, Special Situation Review, and Some Thoughts on Theaters
Cinemark’s $200 million buyback anchors a review of theater cost structures, MCS and a completed Fairfax preferred-share special situation.
An Unnoticed Filing Shows This Company is Preparing for a Sale
Phinia revised executive contracts to raise CEO severance to $5.25 million and guarantee full equity vesting in a sale after its spin-off…
Warren Buffett on Berkshire’s Valuation
Berkshire Hathaway’s 2015 1.51x book value delivered a 13.4% annualized return through 2025, while Buffett warned that purchases near 2x…
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- 310 Value’s Newsletter
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Seeking Alpha 75 of 279
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JR Research
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Khaveen Investments
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Lee Bailey
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Long Player
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Mike Arnold
Mike Zaccardi, CFA, CMT
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Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
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Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
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marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
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Prepared Remarks
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Serenity
SG
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SouthernValue
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ToffCap
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Undiscovered Compounders
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Investor letters we follow
- 1 Main Capital
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- Lindsell Train Limited
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- Loomis Sayles — Global Growth Fund
- Lyrical Asset Management
- MJG Capital
- Madison Investments — Small Cap Fund
- Mairs & Power
- Manole Capital Management
- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
- Marram Investment Management
- Massif Capital
- Matrix Asset Advisors
- Matthews Asia
- Mayar Capital
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- Miller Value Partners
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- Moneta Group
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- Moon Capital Management
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- Muhlenkamp & Company
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- NS Partners
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- Newport Capital Group
- Next Century Growth Investors
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- O'Keefe Stevens Advisory
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- Oakmark Funds
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- Oldfield Partners
- Open Insights Capital
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- Optimist Fund
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- Oujo Wealth Strategies
- Overseas Asset Management Asian Recovery Fund
- Overseas Asset Management European Value Fund
- PM Capital
- Packer & Co
- Palm Harbour Capital
- Palm Valley Capital
- Parnassus Investments
- Patient Capital Management
- Peak Asset Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Penn Davis McFarland
- Pershing Square Holdings
- Pittenger & Anderson
- Plural Investing
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Private Capital Management
- ProChain Capital
- Protean Funds
- Pzena Investment Management
- QV Investors
- QuantStreet Capital
- Quercus Fund
- RD Capital Partners
- REQ Capital
- RF Capital Management
- RGA Investment Advisors
- ROCKLINC Investment Partners
- Rathbones
- Regal Partners Global Investments
- Regency Wealth Management
- Renaissance Investment Management — Large Cap Growth
- Rewey Asset Management
- Right Tail Capital
- RiverPark Funds
- Riverwater Partners
- Robinson Capital Management
- Rowan Street Capital
- Royce Investment Partners
- Rozendal Partners
- SRK Capital
- Saga Partners
- SaltLight Capital
- Sandon Capital — Activist Fund
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- Sawgrass Asset Management
- Seafarer Capital Partners
- Sequoia Fund
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- Sharp Capital
- Shelton Capital Management
- Sigil
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- Skybound Wealth Management
- Smead Capital Management
- Social Capital
- Sorfis Investments
- Sound Shore Management
- Southeastern Asset Management
- SouthernSun Asset Management
- Sparrow Wealth Management
- Spheria — Global Smaller Companies Fund
- Spyglass Capital Management
- Starvine Capital
- Stenham Asset Management
- Stewart Asset Management
- Steyn Capital
- Stone Ridge Asset Management
- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
- Sustainable Growth Advisers
- TEAM Asset Management
- TIFF Investment Management
- Tall Oak Capital Advisors
- Tapasya Investment
- The London Company
- Third Avenue Management
- Third Point
- TimesSquare Capital Management
- Touchstone — Balanced Fund
- Troy Asset Management
- Tweedy, Browne
- Unconventional Value
- Upslope Capital Management
- VH Standard Asset Management
- Value Line Funds
- Victory Capital — Sycamore Mid Cap Value Equity
- Vision Capital Fund
- Vltava Fund
- Voss Capital
- Voya Investment Management — MI Dynamic Small Cap Fund
- Vulcan Value Partners
- Warden Capital
- Wasatch Global Investors — Micro Cap Fund
- Wasatch Global Investors — Small Cap Growth Strategy
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
