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
junkbondinvestor on X
SpaceX is looking to raise a massive $40bn of debt, led by Apollo and GS (per Semafor) $SPCX https://t.co/vtBR80mqx9
Ian Bezek on X
If you invested $10,000 in the 3x semiconductor bull ETF $SOXL two weeks ago, you have $4,800 left now. Thanks for playing.
Deep Sail Capital on X
$HTZ - Borrow rates at 120% at IBKR, 60% at Schwab, 113% at Robinhood. https://t.co/8gfduKtZc9
Raging Capital Ventures on X
Shorted some of the "defensives" which seem a bit overdone here: e.g. $MO, $DEO, and $BRKB. Any other names of this ilk that look interesting?
Asif Suria on X
A whole new way to "mine" for gold!! Although I prefer the way Newmont $NEM does it. At its current cost of production, the company is essentially printing cash. https://t.co/wz0ugYpeK1
Mr Neutral Man aka "Howard Marks of REITs” on X
@voltino_cro I bought these 1-2 weeks ago when I saw the 15% bond yield and thought even when $VNO sold off to a decade low, it's bond yield was 9% and the stock was $12-13 A 15% yield is really troubling, bought some puts as a tail risk hedge
Mr Neutral Man aka "Howard Marks of REITs” on X
Feel too smart today, took some profits on my $CRWV puts I have a rule that: If I feel too smart, I have to take chips off the table If I feel too dumb, I have to buy https://t.co/jecP6zhYT3
Asif Suria on X
This is a positive development in the right direction for Mattel $MAT It was also good to see this at the heels of Hasbro's $HAS strong earnings this week https://t.co/X6gYlKpmFM https://t.co/UBY85cb3SR
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Forager Funds Management October 2026 TUA $525M
- Rathbones October 2026 SBGSF $143BSIEGY $237B
- FCL Capital October 2026 ANPDF $28BASML $575B
- Protean Funds October 2026 AAK $4.6BLFABF $13B
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 MOD $5.2BSMTC $8.5B
- Akre Capital Management, LLC Third Quarter 2026 BN $96BCNSWF $53B
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NEW POSITION: Google LEAPS
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Floor & Decor 3Q26: Business Update
Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…
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)
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
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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
Post Q3 EVC Update
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
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Conor Maguire | Value Situations
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Fierce_beast
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junkbondinvestor
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- Wedgewood Partners
- Weitz Investment Management
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- 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.
