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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Asif Suria on X
@SmallCapVal Was excited to see an insider purchase at $CME filed yesterday but it turned out to be a dividend reinvestment as most of the purchases at $CME tend to be.
junkbondinvestor on X
Paramount's $52bn $WBD debt package is FINALLY in the market. Here's the package: $32bn of IG-rated 1L bonds, the 5th-largest US high-grade sale EVER. Plus $7.5bn of loans and $12.4bn of 2L HY bonds. Paramount's existing unsecured bonds? Primed. Back of the line. Good luck and thanks for playing. Where in the cap stack are you playing? $PSKY $PARA
Asif Suria on X
@accrued_int Yes indeed! Tons of buying In $DKS since August. Retail has generally been a difficult sector for me and so I am approaching this cautiously.
Myles on X
Selling low vol international stuff and buying risk and rate exposure today (with some hedging using $ANGL, $SMH and $QQQ). Purely a sentiment and positioning thesis. Historically I've been too cautious in these sorts of dislocations so im trying something new.
Lee Roach on X
Fair Isaac $FICO is getting killed today. Looks absolutely hammered. Should deep value guys be buying this today? What’s the worst case scenario here?
junkbondinvestor on X
Perella Weinberg combining with Piper Sandler is one of those headlines that would have sounded impossible to a banking analyst in 2010. $PWP $PIPR
Negligible Capital on X
Is $70B ARR for OpenAI ahead of expectations? I dunno ask $ORCL
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 $28BASML $576B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- Auxier Asset Management Third Quarter 2026 META $1.6TAMZN $2.9T
- Platinum Asset Management — International Fund September 2026 quarter CRH $65BMSFT $4T
- Bristol Gate Capital Partners 3rd Quarter 2026 CVE $51BELEEF $5.4B
- Mawer Investment Management Third Quarter 2026 2059 $25BBN $97B
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