Tuesday, November 10, 2026

Constellation Software 3Q26 Recap: When 2% is Good

Constellation Software’s 3Q26 organic revenue grew 2%, while $609 million of acquisitions and improving acquired-business margins supported…

Airbnb 3Q26: Business Update

Airbnb’s 3Q26 revenue rose 19% to $4.9 billion as nights and seats grew 16%, with app bookings up 29% and Reserve Now Pay Later adding…

Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings

Joby Aviation reported $55.1 million in Q3 revenue, raised 2026 guidance to $135 million to $140 million, and expects FAA pilot training in…

Airbnb 3Q26 Business Update: “Growth Mode”

Airbnb’s 3Q26 revenue rose 19% to $4.9 billion as nights grew 16%; app rebuild, AI-assisted releases and social travel features aim to…

MARA Holdings Q3: Massive Deleveraging Sets The Stage For The AI Colocation Premium

MARA Holdings cut debt by $1.4 billion after an $885 million Bitcoin gain, while 1.9 GW of energy assets and a $79 million GPU contract…

MARA $2.5B

SA Mandela Amoussou 10h ago 1 click

Research update

S&P Global research will assess Platts, Kensho and ratings growth; Benefit Systems’ 72% YTD rally changed its valuation, while Netflix and…

Occidental Petroleum (NYSE: OXY) Stock Rating: Distribute After Q3 Earnings

Occidental Petroleum generated $4.3 billion of Q3 EBITDA and cut principal debt to $10 billion, but each $1 WTI decline reduces annual…

Rocket Lab: Neutron Keeps On Slipping As Expected

RKLB $28B

SA Louis Gerard 15h ago

The AutoNation Story

AutoNation shed rentals and megastores, focused on dealerships, and retired 91.1% of its shares through buybacks after its 1990s roll-up…

Celestica: Why I See The Recent Crash As A Bullish Opportunity

Celestica trades at 9.6 times projected 2027 adjusted EPS after an 83% Q3 revenue gain, while lower free cash flow guidance reflects growth…

CLS $26B

SA Ryan Canady 16h ago 1 click

MIDD · long

Middleby CORP

Middleby trades at about 11 times EBITDA, below its history and peers, as a sharper management focus is expected to address the commercial…

The Office REIT That Wants to Die (And Pay You on the Way Out)

Net Lease Office Properties has returned $19.39 per share while liquidating W.P.

FactSet’s Take-Private Rumours

FactSet is drawing Thoma Bravo and Hellman & Friedman take-private interest, with its subscription retention, cash generation and modest…

Visa Inc update

Visa and Mastercard meet 15% five-year IRR targets at 25x and 26x 2026 earnings, while American Express needs a wider margin for…

We Dramatically Improved our Machine Learning Model to Price Kalshi Earnings Contracts. It Went 11/13.

A two-layer machine-learning model correctly called 11 of 13 CrowdStrike earnings-word contracts on Kalshi, using historical transcripts…

Sea Limited (SE) Q4'25 - Shopee in Focus, 11 Reasons To Keep Investing

Sea Limited generated about $3.5 billion in free cash flow as Shopee invests in Southeast Asian and Brazilian growth despite lower 2027…

Low-Entropy Businesses: Why Some Companies Quietly Endure (Part II)

OMA, Diageo and Alpine railways show how fixed concessions, enduring rituals and irreplaceable geography can create durable operating…

Kazakhstan, Japan, and Trimming a Winner

Kaspi.kz’s 850 KZT ADS dividend establishes a roughly 9% yield after Hepsiburada spending; Japanese buyback disclosures test whether 0.61x…

Portfolio Update February 2026

Constellation Software and Roper Technologies became 13% and 16% holdings after an AI-driven software selloff, while Ashtead and Kraft…

Is the Airline Industry Really That Bad? – AerCap and A Case of Sandbagged Guidance

AerCap sells aircraft at 2x book value and repurchases stock near 1x book, cutting shares outstanding 31% in three years.