Roblox: Capture This Moment
Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.
Monday, November 9, 2026
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From X
SG on X
@CHItrader EV charging remains a terrible business, even if $CHPT is having a moment
kab60 on X
$IPCO buybacks restarted, Waterous taking out $GFR as expected... SAGD assets consolidating quickly
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
Fajasy on X
Why I like Toast $TOST 🍞 - Mr.Bread
Barbarian Capital on X
14/n Ivy Zelman on housing (of course) on @dmoses34 @onthetapepod $ITB $XHB Builders, labor, rates, Fannie/Freddie
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
- FCL Capital October 2026 ANPDF $28BCNSWF $53B
- 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
- Allspring Global Investments Q3 2026 3406 $2.8B
Moody’s: Fasten Your Seat Belts, But Not for AI
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IREN Is Down 71%. Should You Buy the Dip?
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Ouster Q3 FY12/26 Earnings Review (OUST) - Stock Rating: Accumulate
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Kimberly-Clark: Short-Term Worries Create A Buying Opportunity (Rating Upgrade)
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Procore CFO: Now we scale the business
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Diageo: First Quarter on Dave’s Plan Wasn’t Too Drastic
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Tower Semiconductor Update, Part Two
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DB · long Deutsche Bank AG
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On’s Premium Playbook
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Shake Shack: The Perfect Storm For A 2027 Breakout
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Security Analysis 1 clickThe Monday Morning Briefing: Micron and Nike Earnings on Deck
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Campbell's: Profit Continues To Fall, But The Stock Is Becoming Interesting
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Investor Overview 
An open letter to Senator Elizabeth Warren
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One Hour Analysis: What would it take to break $BPRE's NAV?
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Hindsight Capital
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Sezzle: The Market Is Underestimating This High-Growth Fintech
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New Buy : Honeywell Aerospace $HONA
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Sectors
Ordered by how often our editor reaches for them.
