Tuesday, November 10, 2026

Seritage Growth Properties: Final Stages of Liquidation

Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update

LandBridge’s Q3 revenue rose 39%, while newly acquired pore space could lift pro forma EBITDA and cut its 2027 EV/EBITDA multiple from…

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 24h ago 1 click

Sin of Hubris: Jensen’s Affair Scandal and What It Means for Nvidia, AI Players and the Market

Nvidia faces unverified allegations involving CEO Jensen Huang, a customer executive and claimed China-linked influence over AI chip…

Research update

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

Q3 Earnings: XPEL, Liberty Capital, Douglas Dynamics, Strattec, Seaport (XPEL, GLIBA, PLOW, STRT, SEG)

Liberty Capital’s GCI business grew 5% in high-margin healthcare and school contracts, while Quintillion could lift EBITDA to $440 million…

MPTI · long

M-tron

M-Tron Industries is pitched as a long on its sole-source role across more than 40 missile, radar and aerospace programs.

A Microcap Diagnostic Company Trading at 2x Earnings and Growing at 19%

Interpace Biosciences (OTC: IDXG) trades at 2x earnings after a Medicare reimbursement increase drove 19% growth, with a reverse split,…

Costco: The Perpetual Growth Machine

Costco’s 14% maximum markup and membership model recycle scale savings into consumer surplus, supporting loyalty, low competitive appeal…

Quiet Compounders, a Hidden Moat and an 18% FCF Yield at Pitney Bowes (PBI)

Pitney Bowes trades at an 18% FCF yield, with 25% operating margins, 30%-plus ROIC and plans to return free cash flow mostly through…

BSR REIT (TSX:HOM.U)

BSR REIT’s $618.5 million sale to AvalonBay valued Texas apartments near a 5% cap rate and removed consent rights that had constrained…

4 High-Quality Global Compounders Hiding in Plain Sight

ASML, LVMH, Mercado Libre and CSL are presented as global compounders with durable barriers, strong brands or integrated platforms, and…

Performance review: H1 2025

Abrdn European Logistics Income, Dream Residential and FrontView REIT returned 19%, 15% and 4% through June, with asset sales and strategic…

Alta Fox NATL Presentation

Alta Fox values NCR Atleos at $100 a share, citing ATM-as-a-Service growth, deleveraging and buybacks.

Trying to get access to Google's new agentic AI

Google’s A$205-a-month AI Ultra subscription advertised Project Mariner access, but Australians were excluded from the agentic AI trial.

API Group: A reasonable path to $50+ per share

API Group targets $10.4 billion of 2028 revenue and 16% EBITDA margins as recurring compliance inspections expand, supporting a $50-plus…