Sea Ltd Earnings Update: Q3 2026
Sea Ltd reported Q3 2026 revenue of $8.6 billion, up 43.4% year over year, while net income rose 34.0%.
Tuesday, November 10, 2026
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Prepared Remarks on X
Was there any reason for the $bkd rip into the close? +5% in 30 minutes on decent volume and from -5% intraday
Barbarian Capital on X
Toyota Plans to Sell a Kei Pickup Truck in the U.S. $TM
DOMO Capital Management, LLC on X
@gr8t4ver @ArbLens Probably closed tonight or signed a short 5 day extension. California would not have approved unless $WU signed-off on whatever the conditions were. No chance they walk or renegotiate. $IMXI might not even trade tomorrow.
Barbarian Capital on X
On Holding’s Sales Mix Surprises, as Direct-to-Consumer Growth Underwhelms $ONON
Asif Suria on X
@jbmp51 Looks like California provided conditional approval (the conditions don't look too onerous to me). Not it is up to $WU to make it happen if they still want $IMXI
Trevor Scott on X
This is like when $LULU started selling deodorant and keychains.
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6BSN $31B
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BBKNG $122B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
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- Mawer Investment Management Third Quarter 2026 2059 $25BBN $97B
- Marram Investment Management 2026 3rd Quarter CSGP $12BPAY $4.2B
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ILMN: Activism! Part Deux
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[P] HSY: Re-Molding Hershey
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CNK Buyback, Special Situation Review, and Some Thoughts on Theaters
Cinemark’s $200 million buyback anchors a review of theater cost structures, MCS and a completed Fairfax preferred-share special situation.
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Phinia revised executive contracts to raise CEO severance to $5.25 million and guarantee full equity vesting in a sale after its spin-off…
Hayden Capital - Quarterly Letter (2024 Q4)
Hayden Capital returned 19.4% in Q4 and 14.1% annualized since inception, driven by Sea’s Southeast Asian ecommerce position and AppLovin’s…
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NVR’s lot options and build-to-order homes limit land and inventory risk, driving capital efficiency, 20% to 40% ROE and resilience through…
UGI Corporation (Symbol: UGI). One Hour Analysis: Weak Performance at AmeriGas Division Obscures Strong Performance of Natural Gas Utility and Midstream Assets.
UGI's AmeriGas EBITDA fell from $584 million in 2019 to $320 million in 2024, masking growth at its gas utility and midstream divisions.
Industrial and Commercial Bank of China
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