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
Barbarian Capital on X
Keurig Dr Pepper Hires Kimberly-Clark President Torres to Helm Coffee Spinoff $KDP $KMB
Barbarian Capital on X
McCormick Is Working to Win Over Value-Conscious Shoppers $MKC
Barbarian Capital on X
Accenture Revenue Rises on Growth Across Geographies, Industries $ACN
Barbarian Capital on X
$HAS also moved up Barbie-Maker Mattel Draws Takeover Interest From Authentic Brands Group $MAT
Barbarian Capital on X
getting more interesting Nike Projects Sales Decline This Year After Lower First-Quarter Revenue $NKE
Barbarian Capital on X
Raytheon Gets $24.4 Billion Navy Contract for Standard Missile-6 Interceptors $RTX
Barbarian Capital on X
ON Semicondcutor to Buy Synaptics for Cash, Not Stock, in Downsized Deal $ON $SYNA
Farmer on X
Would be more interesting if it was $QQQ, but something like this seems good for hedging the market melt up possibility. I'm curious to see if the margin requirement turns out to be the standard 15% on IBKR.
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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Floor & Decor 3Q26: Business Update
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Kimberly-Clark’s Kenvue merger targets $1.9 billion in synergies by 2029, supporting roughly 6% long-term EPS growth and continued dividend…
Gary Gambino 1 click
Blackbaud CEO: We will prove AI is a ‘tailwind’
Blackbaud CEO says AI will be a tailwind for the nonprofit software and services provider.
Procore CFO: Now we scale the business
Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.
MTMTY · short Metlen Energy & Metals PLC
Metlen Energy & Metals faces a 40% short case centered on its overpriced aluminium, alumina and Greek power businesses.
McDonald's: The Earnings Bounce Is Pricing In A Turnaround That Hasn't Happened Yet
McDonald’s U.S. comparable sales fell 0.2% as traffic declined, while a $280 share price assumes a turnaround despite weak free-cash-flow…
Lee Bailey 
Diageo: First Quarter on Dave’s Plan Wasn’t Too Drastic
Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround…
Tower Semiconductor Update, Part Two
Tower Semiconductor reported $526 million in quarterly revenue and extended photonics contracts through 2029, while its low-loss silicon…
Applied Materials: A Consequential Earnings Preview For The Whole Market (Rating Upgrade)
Applied Materials trades at 17.93x forward earnings, with analysts forecasting more than 45% EPS growth through 2028 and a net-cash balance…
Brett Ashcroft Green 1 click
Perimeter Group: 3Q26 Business Recap
Perimeter Group posted 24% revenue growth to $390 million as fire-safety contracts and acquisitions lifted results, while it brings PDI…
Perimeter Group 3Q26: A Decentralized Mini-Conglomerate
Perimeter Group's third-quarter revenue rose 24% to $390 million as fire safety recovered and Specialty Products grew 84%, while…
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.
Amazon: Strong Buy Before AWS Growth Rewrites The Earnings Story
Amazon's AWS revenue rose 39.3% with a 38.7% margin, while heavy CapEx is expected to keep free cash flow negative through next year.
Dhierin Bechai 3 clicks
The Midterms Have Changed the AI Narrative: S&P Down 4.4%, Nasdaq Down 5.5% | The Weekly Wrap
Steve Eisman links a Democratic midterm sweep and CoreWeave concerns to an AI narrative shift as the S&P 500 fell 4.4% and Nasdaq 5.5%.
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- 310 Value’s Newsletter
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Blogs 15
- Atrium Research - Equity Research
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- Clark Street Value
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Seeking Alpha 76 of 280
Adam Schadt
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Fountainhead- Gary Gambino
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Given Mahlangu
Henrik Alex
High Alpha Professor
Ignacio Planas Gonzalez
Infinity Curve
Investor Overview
IWA Research
Jaden Mealy
JR Research
Julia Ostian
Khaveen Investments
Kurt Christensen- Lee Bailey
LL Insights
Long Player
Marc Gerstein
Melissa Tucker
Mike Arnold
Mike Zaccardi, CFA, CMT
Miletus Research
Motti Sapir
Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PropNotes
PV Research
Quantryon Capital
Robert J. Lake
Ron Ferrie
Rubicon Associates
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Sam Mancini
Seeking Profits
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Simple Investment Ideas
Sorrento Research
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Steven Fiorillo
The Alpha Analyst
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The J Thesis
The Market Auditor
The Supercycle Investor
The Undercovered Dozen
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Uttam Dey
Value Capital Research
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Broken Moats
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Clark Square Capital
Cluseau Investments
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
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
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marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
Multiples Capital
Myles
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Negligible Capital
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PAA Research
Paradis
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Prepared Remarks
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Raging Capital Ventures
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Rusholme Capital
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Serenity
SG
Sheel Mohnot
SouthernValue
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ToffCap
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Undiscovered Compounders
Voss Capital
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Investor letters we follow
- 1 Main Capital
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- Aoris Investment Management — Aoris International Fund
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- Ariel Investments
- Aristotle Funds
- Artisan Partners
- Askeladden Capital
- Asset Value Investors Ltd
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- Bretton Fund
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- Brown Advisory — Large-Cap Growth
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- Broyhill Asset Management
- Brummer & Partners
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- Carillon Eagle — Mid Cap Growth Fund
- Carillon Eagle — Small Cap Growth Fund
- Carrington Wealth Management
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- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
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- Fred Alger Management, LLC
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- Hosking Partners
- Hotchkis & Wiley
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- Integrity Asset Management — Micro Cap Value Equity
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- Ithaka Group — US Growth Strategy
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- Lindsell Train Limited
- Long Cast Advisers
- 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
- McIntyre Partnerships
- Meridian Growth Fund
- Meridian Hedged Equity Fund
- Merion Road Capital
- Miller Value Partners
- Miller/Howard Investments
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- Minotaur Capital
- Moerus Capital Management
- Mondrian Investment Partners
- Moneta Group
- Montaka Global Investments
- Moon Capital Management
- Mott Capital Management
- Mountain Vista Wealth Management
- Muhlenkamp & Company
- Munro Partners
- Myrmikan Capital, LLC
- NS Partners
- Nelnet
- Newport Capital Group
- Next Century Growth Investors
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- Nightview Capital
- Nixon Capital
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- O'Keefe Stevens Advisory
- Oak Associates Funds
- Oak Ridge Investments
- Oakmark Funds
- Oceana Investimentos
- Oldfield Partners
- Open Insights Capital
- Ophir Asset Management
- Optimist Fund
- Orange Investment Advisors
- 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
- Sands Capital — Select Growth Fund
- Sawgrass Asset Management
- Seafarer Capital Partners
- Sequoia Fund
- Seven Corners Capital
- Sharp Capital
- Shelton Capital Management
- Sigil
- Signia Capital Management
- 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.
