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
Raging Capital Ventures on X
$HAWK came public with MS and GS at the peak of the $PL and $SPCX space pump cycle. Investors likely bought the stock blindly without really understanding the business. Alas, the shareholder base is now transitioning into strong hands. I think those buyers will be rewarded.
JabroniCoin.USD on X
BMO on $CENX: “Discussions centered on tariff uncertainty, Oklahoma smelter progress, current operations, improving free cash flow conversion & Hawesville monetization. Meanwhile, with CENX trading at 2.5x current spot-based EBITDA, valuation is compelling in our view.” 2.5X!
Timyan Bank Alert on X
@trades021 I think Curtis at $BHB would like to be an acquirer. $LFGP is a logical target but Josephine will only sell if she can run a combined bank. Curtis has other targets. I’ve been a small holder only from back when Joe Murphy more thoughtfully ran this bank. He retired in 2013.
Timyan Bank Alert on X
Adams owns more stock than any board member than Robinson. The $CIBN board largely are not owners and their interests are not aligned with ours. Gary Frankhouse doesn’t own a single share.
Timyan Bank Alert on X
Like last year, I will get my brokerage firms to assign me the proxy voting rights and then I will assign them to Mr Robinson who will vote them at the meeting. Since Ohio has cumulative voting, I’m confident Mr Adams will soon be rightfully seated on the board of $CIBN
Timyan Bank Alert on X
Upcoming proxy event in Bucyrus at $CIBN Last year, in spite of the board’s wasting shareholder 💰 on lawyers to keep Mark Robinson off the board he was overwhelmingly elected. This year, $CIBN is again spending our cash to keep John Adams off our board.
Farmer on X
@Finumus1 $IMF is long
marginofdanger on X
$FPH guidance revision, as a result of a timing issue at the Great Park, should come as no surprise to anyone. Rates have moved materially higher.
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8B
- Forager Funds Management October 2026 OFX $70MPLT $96M
- FCL Capital October 2026 INTR $1.7BRSGN $881M
- Protean Funds October 2026 AAK $4.6BVIMGF $2.2B
- Horizon Kinetics 3rd Quarter 2026 LB $5.1B
- NS Partners third quarter 2026 LZRFY $6B
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 HHSE $12MMOD $5.2B
SSR Mining: A Very Well Positioned Company For Long Term Growth
Daniel Bell 1 click
Seed Corn
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STRL: 80 new electricians a week
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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.
Aseity Research 1 click
41 Stock Pitches (2nd-8th November) 🟢
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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…
Vicor Update, Part Four
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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…
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…
Floor & Decor 3Q26: Business Update
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FND · long FLOOR & DECOR HLDGS
Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.
Floor & Decor 3Q26 Business Update: Profitability Grows Despite Weak Sales
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Blue Dolphin (BDCO): A Tiny Texas Refinery Printing Money in a Diesel Shortage (1.3x P/E)
Blue Dolphin’s 15,000-barrel-per-day Texas refinery earned $2.18 per share in first-half 2026 as diesel shortages widened crack spreads,…
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…
Albert Anthony 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.
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.
Post Q3 EVC Update
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout
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Sectors
Ordered by how often our editor reaches for them.
