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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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 $4.8BSN $31B
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BASML $575B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- Auxier Asset Management Third Quarter 2026 META $1.6TAMZN $2.9T
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- Marram Investment Management 2026 3rd Quarter CSGP $13BPAY $4.2B
- 13D Activist Fund third quarter of 2026 KNF $3.5BRMV $5.4B
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Trading Post August 11, 2026
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Quick Value #326 - Shift4 Payments (FOUR)
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$UWMC lost $600m hedging a deal they'd already lost
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