Wednesday, November 11, 2026

Seritage Growth Properties: Final Stages of Liquidation

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…

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 19h ago 1 click

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…

Vir Biotechnology: Fairly Valued After Phase 3 Success?

Vir Biotechnology’s hepatitis delta therapy posted 44% primary endpoint success in Phase 3, alongside a new Gilead partnership and $991.3…

VIR $2.3B

SA Cypriot Invests 23h ago 1 click

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…

The 10-Q Fills In the Buyback

Empire State Realty Trust bought $86.1 million of stock through November 6, while corrected sum-of-the-parts values range from $9.12 to…

Monte Investments Market Brief Vol. CXXXV

Quanta Services’ backlog rose 63% year over year to $64 billion as shares fell 30%, while AI power and data-center construction demand…

No title

SpaceX’s $24 billion Starbase power plant, Microsoft’s Oracle capacity cuts, Riot’s $72 billion AI lease and Quanta’s sell-off frame…

Is Cars.com a Buy on the Basis of Owner Earnings?

Cars.com is assessed through Buffett-style owner earnings, focusing on cash retained after maintenance capital spending rather than GAAP…

FULC · long

Fulcrum Therapeutics INC

Fulcrum Therapeutics trades below cash as it pursues a likely reverse merger, creating a biotech shell opportunity.

Late August 2026 Random Ramblings

Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…

The Verra Sneerer (NASDAQ:VRRM)

Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…

BHVN 2026-08-27

Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels

Biohaven’s $795 million global opakalim licensing deal with SK Biopharmaceuticals boosts cash, lowers R&D spending and extends its funding…

BHVN $2.1B

SA Edmund Ingham Aug 27 2 clicks

Ondas Inc. (NASDAQ: ONDS) q2’26 Earnings Update

Ondas reported $83 million in Q2 2026 revenue and seven acquisitions year-to-date, building its Ondas One autonomous drone platform around…

Who Really Runs Seadrill (SDRL)?

Seadrill's board abruptly fired CEO Simon Johnson after its recovery, while insiders have never bought shares and executives sold stock…

Miami International Holdings (MIAX)

Miami International Holdings, the No. 4 options exchange with 17% share, trades at 12x forward EBITDA despite 35% revenue growth, 54%…

Thursday Tailwinds #4: Aug 27, 2026

Kri-Kri’s permit now allows 554 tonnes of daily milk processing, lifting capacity 62% at its Greek yogurt plant as it expands European…

Domo (Arigato), for this potential multi-bagger options trade

Domo’s $400 million sale to Progress would leave a cash-rich public shell with $900 million of NOLs; January 2028 $5 calls cost 22 cents.

FUFU 2026-08-27

BitFuFu: A $93 Million Liability No One Can Explain

BitFuFu’s $93.4 million unexplained long-term payable equals 57% of liabilities, overshadowing sharply higher self-mining and hosting…

FUFU $143M

SA Dorine Cherop Aug 27