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.
Monday, November 9, 2026
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From X
Multiples Capital on X
Copper Reality Check. The no BS CEO of Amerigo Resources on copper's supply deficit and elevated volatility on Q3 earnings call. The company just went debt free and raised dividends. I am long $ARREF $ARG, not NFA. #copper
Laughing Water Capital on X
@MGardnerDA1235 @yummyCenturyEgg @dylan55917 $NN has wanted to collaborate with the opposition for ~18 months. They repeatedly talk about how they want "engineer to engineer conversations", but the opposition will not engage. 1 explanation is b/c the opposition knows what the tests will say, but yes real tests are possible
Laughing Water Capital on X
@yummyCenturyEgg @MGardnerDA1235 @dylan55917 4/x) for tolls, why slightly moving part of 2 of the 3 technologies by a few mhz crazy? $NN has said this would cost "tens of millions." no big deal. Not to mention that half of toll reading is already done by camera an AI. Why use limited spectrum when better tech is available?
Laughing Water Capital on X
@yummyCenturyEgg @MGardnerDA1235 @dylan55917 3/x) beyond the pros view, consider for RFID in Europe they get 6 mhz. Japan 6. China 5. Why does US need 28? why aren't the 11 mhz between $NN's proposed 5 up and 10 down enough? not to mention that NN has already demonstrated they don't interfere with part 15
Laughing Water Capital on X
@yummyCenturyEgg @MGardnerDA1235 @dylan55917 1/x ) $NN it is not me that says the spectrum is considered clean. it is industry pros with decades of experience across engineering and valuation that consider it clean. I am happy to change my mind if you feel your use of ChatGPT should be weighted more heavily than pros.
Laughing Water Capital on X
@yummyCenturyEgg @MGardnerDA1235 @dylan55917 thank you for the work you did on $NN. I can see why you reached the conclusion you did when only looking at the trees you wanted to see. However, industry pros will tell you that the forest is very different, and that this spectrum is likely to be quite valuable. We will see.
The Friendly Bear on X
$BFAM this is quickly becoming Kindercare...a part time day care business with plenty of hair...at a massive premium valuation
Brian McGough on X
This $FND print is a VERY weak quality beat. Revs missed, with an increasingly negative exit rate for the quarter, which carried into 4Q. Pre-opening expenses lower, opex barely grew at an inflationary rate, and a lower tax rate accounted for all the upside.
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6B
- Forager Funds Management October 2026 OFX $70MPLT $95M
- FCL Capital October 2026 INTR $1.8BRSGN $881M
- Protean Funds October 2026 AAK $4.8BVIMGF $2.3B
- Horizon Kinetics 3rd Quarter 2026 LB $5.1B
- NS Partners third quarter 2026 LZRFY $6B
- Invesco — Small Cap Value Fund Q3 2026 ITGR $4.3BKNCRF $7.6B
- Arisaig Partners September 2026 CHA $2.4BJBFCY $2.8B
SSR Mining: A Very Well Positioned Company For Long Term Growth
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