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
@IdeaBrunchEmail Idea Brunch on X
Here's our newest interview with @GeoffreyBSeiler! Tickers mentioned: $TRUP, $COTY, $ET
Derek Pilecki on X
$LADR CEO: "I learned a long time ago that if you want to be a mezz lender, you better have enough money to take out the senior debt."
Derek Pilecki on X
$BCS bought back 3.9% of shares in Q3 at an average of 54% of tangible book value("TBV"). Accounted for 22% of volume (excluding ADR volume). Repurchasing shares at a discount to TBV increases TBV from 296 to 301 ex-other Q3 items like earnings and reserves.
Derek Pilecki on X
I sent out my quarterly letter this morning. I wrote about banks stocks and $AX. If you would like a copy, please DM me your email address.
@gatorcapital Derek Pilecki on X
@JohnHuber72 If Dimon is so bullish on Mexico, he should have $JPM buy BanaMex from $C instead of buying a Mexican ETF for his PA.
Derek Pilecki on X
$GS counting AUM from the NN Investment Partners acquisition as Net Inflows during Q2 is not a good look.
@gatorcapital Derek Pilecki on X
Since $SYF reported earnings in Jan 2015, the stock is unchanged and has returned 2% annually (due to dividends) vs 9% for the $XLF. It underperformed because the multiple has gone from 12x to 5x. EPS have compounded 11%...
Derek Pilecki on X
($SYF cont) Shares out declined 42%. They just improved loan loss guidance. They still have too much capital. The stock popped 5% at today's open but finished close to unchanged. At 5x, it seems like an interesting stock if we don't have a consumer-led recession.
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.5BSN $32B
- Forager Funds Management October 2026 TUA $576M
- Rathbones October 2026 SBGSF $158BSIEGY $235B
- FCL Capital October 2026 ANPDF $28BASML $589B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- Franklin Templeton — Franklin Growth Opportunities Fund third quarter 2026 MSFT $3.9TNTRA $46B
- Capicraft Investment Partners Third Quarter 2026 AMZN $2.9TGOOGL $3.6T
- Nomura Asset Management — Large Cap Growth Fund 3Q26 META $1.6TMSFT $3.9T
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McDonald's: The Earnings Bounce Is Pricing In A Turnaround That Hasn't Happened Yet
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Applied Materials: A Consequential Earnings Preview For The Whole Market (Rating Upgrade)
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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
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Earnings Review: AMD, MELI, TIC, XPEL, ZTS
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Amazon: Strong Buy Before AWS Growth Rewrites The Earnings Story
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Post Q3 EVC Update
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- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
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Sectors
Ordered by how often our editor reaches for them.
