Monday, November 9, 2026

The Trade Desk (NASDAQ: TTD) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

The Trade Desk beat Q3 guidance with $736 million in revenue and $266 million EBITDA, but revenue fell 0.5% and Q4 guidance implies an 11% decline.

TTD $6.1B

Cestrian Capital Research 4h ago 1 click

7h ago AMPL $2B

Amplitude (NASDAQ: AMPL) Stock Rating: Distribute After Q3 FY12/26 Earnings (No Paywall)

Cestrian Capital Research 1 click

10h ago DAN $2.1B

Quick Value #337 - Dana Inc (DAN)

Value Don't Lie 2 clicks

From X

@DeepSailCapital Oct 16 1 click

Deep Sail Capital on X

$HTZ Squeeze just doesn't want to give up. Now IBKR is completely out of borrow and borrow rate has ticked up to 24.8%

@UCompounders Oct 16 5 clicks

Undiscovered Compounders on X

To the surprise of absolutely no one, the Copart-ACV deal is closed. $CPRT $ACVA Get ready to hear the word “synergies” everywhere. Now it’s up to Copart to show they’ll be good ones.

@kab604 Oct 16 2 clicks

kab60 on X

$FOXF such a cluster-fuck... Levers up to the tits to buy Marucci at the top (someone plz educate me on synergies between MTB shocks and baseball bats...), now cans CEO and looking to divest Marucci after stock is off 90%

@TimyanBankAlert Oct 16

Timyan Bank Alert on X

@charrisinvest @netnethunter I don’t think there is any. @The_Bank_Slate had any interview with him a couple years ago. Best is to dig up old 13d filings. $BRBS is a good proxy.

@KEDM_COM Oct 16

KEDM.com on X

TIM Brazil $TIMS3.BZ / $TIMB will be buying back ~55m shares over the next 18 months. Not a huge buyback (2.3% of s/o), but this one is notable because s/o have been roughly stable since, what, 2014? Also, the stock is down 40% from ATH over the past few months while TIM keeps growing. We saw something very similar in 2024 (the price action, not the buyback), with the shares moving +100% the following year.

@calvinblissett Oct 16

Calvin Blissett on X

Sallie Mae ($SLM) 5.8x OE, Uber Cannibal (50% bought back since 2021), Outsider CEO, double digit EPS growth for years, 30% ROE. TAM just exploded. Franchise business model as a bank. 2.4% dividend Free writeup so please share if you find valuable or useful so I can do more free. Next 2 negative EV companies for founding subs only.

@stockgutter Oct 16 3 clicks

SG on X

$BORR Troim keeps buying. I'm long.

@InvestSpecial Oct 16 2 clicks

Dalius - Special Sits on X

$CPAC played out as expected, returning +18% in six months. The remaining 2% spread should close with the offer, expected between mid-November and mid-December. Full pitch on SSI.

SSR Mining: A Very Well Positioned Company For Long Term Growth

SSRM $5.6B

Daniel Bell 13h ago 1 click

Seed Corn

Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…

XRN $402M

Orphan REITs 15h ago 2 clicks

STRL: 80 new electricians a week

Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…

STRL $7.6B

Trade Ideas Flow 15h ago 1 click

One Regulator Could Soon Unlock Altria And Cronos' Cannabis Fortune

Adult-use cannabis rescheduling would open Altria’s 42% Cronos stake to a U.S. market rerating.

CRON $1.3B

Aseity Research 16h ago 2 clicks

Diamond Estates: Research Note

Diamond Estates converts $4.7 million of Lassonde debentures at a 69% premium, cutting debt to $10.9 million and raising Lassonde ownership…

LSDAF $1.2B

Atrium Research - Equity Research 28h ago 3 clicks

Vicor Update, Part Four

Vicor’s Federal Circuit hearing put Foxconn’s disputed patent license under pressure, reinforcing its AI server royalty model and licensing…

VICR $6.8B

CV's Substack 29h ago 3 clicks

IREN Is Down 71%. Should You Buy the Dip?

IREN has fallen 71% despite AI Cloud revenue rising from $7.3 million to $200 million quarterly and more than $20 billion in contracted…

IREN $9.2B

Daniel Romero 31h ago 2 clicks

Ouster Q3 FY12/26 Earnings Review (OUST) - Stock Rating: Accumulate

Ouster grew Q3 revenue 50% to $59.3 million, shipped 27,000 sensors and guided Q4 revenue to $61 million to $64 million while posting a…

OUST $2.4B

Cestrian Capital Research 36h ago 6 clicks

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…

FND $5B

Speedwell Memos 36h ago 1 click

Floor & Decor 3Q26 Business Update: Profitability Grows Despite Weak Sales

Floor & Decor's 3Q26 sales rose 3% while comparable sales fell 1.4%; it slowed 2027 openings to 10-15 as high mortgage rates pressure…

FND $5B

Speedwell Research 37h ago 1 click

FND · long

FLOOR & DECOR HLDGS

Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.

FND $5B

Value Investors Club Aug 11 1 click

Park Hotels & Resorts: Progress On Renovation Strategy In Q3, While Occupancy Grows

Park Hotels & Resorts grew Q3 occupancy and RevPAR as renovations supported group and leisure demand, while leverage, Hawaii exposure and…

PK $3.1B

Albert Anthony 41h ago 3 clicks

Blackbaud CEO: We will prove AI is a ‘tailwind’

Blackbaud CEO says AI will be a tailwind for the nonprofit software and services provider.

BLKB $2.4B

The Technology Letter Nov 7 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…

PRM $4.8B

Speedwell Memos Nov 7 2 clicks

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…

PRM $4.8B

Speedwell Research Nov 7 4 clicks

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.

TIC $2.3B

Rebound Capital Nov 7 2 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.

EVC $832M

Nat Stewart - Stock Picking Newsletter Nov 6 26 clicks

Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout

Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…

LOECF $726M

Bison Insights Nov 6 4 clicks

Entravision Q3 Update

Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…

EVC $832M

The Value Road Nov 6 4 clicks

(Idea) Transocean - Near-Term Results Obscure A Brighter Future

Transocean’s 25.6% selloff reflects oil-market shorting and weak Q3 headlines, while debt reduction after the Valaris acquisition could…

RIG $5.8B

HFI Research Nov 6 6 clicks

Publications we follow

Every publication on this site, hand-picked.

129 publications

YouTube 4

Blogs 15

Seeking Alpha 77 of 280

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts

Nominate an account

Investor letters we follow

360 firms

Sectors

Ordered by how often our editor reaches for them.

Monday, November 9, 2026

Deep Sail Capital on X

Undiscovered Compounders on X

kab60 on X

Timyan Bank Alert on X

KEDM.com on X

Calvin Blissett on X

SG on X

Dalius - Special Sits on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 77 of 280

X accounts we follow

Investor letters we follow

Sectors