Thursday, November 12, 2026

Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

Lumen was upgraded to Accumulate after Q3 revenue fell 12% to $2.7 billion, while strategic business revenue rose 10% and reached 55% of business sales.

LUMN $4.9B

Cestrian Capital Research 19h ago 1 click

25h ago FRVO $3.8B

Cat-Scratch Fervo

Doomberg 4 clicks

34h ago LB $5.6B

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

310 Value’s Newsletter 1 click

From X

@StableBread 5h ago

Fajasy on X

@aleabitoreddit Ye, WT was 60.2% of $AMBA revenue in Q2, down from 71.3% a year ago. Tho for Ambarella it's mostly fulfillment, Wang said virtually all revenue still comes from their own direct sales teams. Macnica's 7-year deal is the first channel actually built to find new customers.

@DeepSailCapital 8h ago

Deep Sail Capital on X

I’m looking to short a lot of shitcos if they run here: $RGTI $IONQ $ACHR $QBTS just look at my Shortlist for names.

@BlueDuckCap 9h ago 1 click

BDC on X

$SNAP is a uncrowded bc Evan's track record as CEO and capital allocator is historically bad. Would you invest in a hedge fund that loses 40% a year? Nobody would. The bet the bulls are making, the few of us, is that @evanspiegel will see the light and do the right thing. I believe in him

@BlueDuckCap 9h ago

BDC on X

If only Evan at $SNAP had been sleeping around. Would be a banner year for Blue Duck! Sigh. Disclaimer: totally kidding. I like Evan. And I think SNAP equity has potential. And Evan is a good human which is why eventually he will do right be shareholders.

@BarbarianCap 11h ago

Barbarian Capital on X

Western Union Scraps $500 Million International Money Express Takeover $WU $IMXI

@calvinblissett 12h ago

Calvin Blissett on X

$ZIM has been a position of mine for a few months now, quite boring in the best way. A good value investor hiding place in this market

@KEDM_COM 12h ago

KEDM.com on X

Bob Robotti @BobRobotti’s letters are always worth reading. He thinks the market is extrapolating weak homebuilding conditions into perpetuity at Builders FirstSource $BLDR and is overlooking the company's fundamental strengths, its potential for substantial cash generation, and the country's enormous long-term need for housing. Housing is one of the themes we always monitor closely.

@calvinblissett 13h ago

Calvin Blissett on X

Munger misses things, Malone is worth learning from and anyone would’ve been lucky to hitch their wagon along to the TCI ride. He also missed $CACC. He did call Valeant though using the same framework. He’s been much more right than wrong which is what matters

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…

JOBY $6B

Cestrian Capital Research 39h ago 2 clicks

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 $3B

Mandela Amoussou 41h 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…

AN $6B

Cannibal Stocks 46h ago 4 clicks

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…

TPC $5.1BRIOT $6.9B

Monte Independent Investment Research 47h ago 2 clicks

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…

RIOT $6.9B

Monte Independent Investment Research 47h ago 3 clicks

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…

RNG $6.1B

The Owner's Memo 47h ago 1 click

The Trade Desk (NASDAQ: TTD) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

The Trade Desk beat Q3 guidance with $736 million in revenue and $266 million EBITDA, but revenue fell 0.5% and Q4 guidance implies an 11%…

TTD $7.6B

Cestrian Capital Research Nov 9 2 clicks

Quick Value #337 - Dana Inc (DAN)

Dana is combining with Eaton’s Mobility unit via a 1Q27 Reverse Morris Trust after selling a division, delevering and accelerating buybacks.

DAN $2.3B

Value Don't Lie Nov 9 3 clicks

SSR Mining: A Very Well Positioned Company For Long Term Growth

SSRM $5.6B

Daniel Bell Nov 9 1 click

STRL: 80 new electricians a week

Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…

STRL $9.3B

Trade Ideas Flow Nov 9 3 clicks

FOUR · long

Shift4 Payments INC

Shift4 Payments trades at roughly 5 times a $7.50 2029 free-cash-flow-per-share estimate after stock compensation.

FOUR $3.5B

Value Investors Club Jun 18 2 clicks

Weekend Digest 348: Buy-And-Hold Purchases: MKTX, BSX, BAH, JD, Various LatAm Names

Weekend Digest 348 adds MarketAxess, Boston Scientific, JD and Walmex to a buy-and-hold portfolio, alongside views on Colombian markets,…

MKTX $5.8B

Ian’s Insider Corner Jun 28 1 click

Under The Hood, Wingstop Inc. ($WING)

Wingstop generates most of its $697 million revenue from franchise royalties across a 3,153-restaurant, 98%-franchised system while…

WING $4.5B

Bearhold Research Jun 28 2 clicks

Tidewater (TDW): a first-pass look

Tidewater’s $22,600 average day rate and $598 million FY2025 EBITDA rest on an aging OSV fleet, scant newbuilds and fleet acquisitions…

TDW $3.7B

Stock Thoughts Jun 27

Wix: More Pain (Ticker: WIX)

Wix cut 2026 bookings guidance by $50 million and revenue by $25 million after layoffs and weaker agency-partner demand, deepening scrutiny…

WIX $2.7B

Emerging Moats Research Jun 19

Weekend Digest #346 (AVAL, SpaceX QQQ & Passive Indexing, CBOE Vs. Kalshi)

Grupo Aval has doubled from entry, with further upside tied to Colombia’s new government.

AVAL $5B

Ian’s Insider Corner Jun 15 1 click

Quick Value #318 - Campbell's (CPB)

Campbell's trades at 10-11x earnings and a 7% yield after shares fell over 50%, while 4x leverage, weaker volumes and margin pressure…

CPB $6.7B

Value Don't Lie Jun 15

Everyone Bought the Shovels

Element Solutions sells consumable chipmaking chemistry, with a $75 target from $44 based on an AI-driven semiconductor-materials rerating.

ESI $8.3B

Mispriced Assets Jun 15

ASR: Sureste Airports Soaring To 50%+ Upside, Market Is Missing The New Assets

Sureste Airports’ 20-airport Motiva acquisition and U.S. concessions are set to lift EBITDA, while shares trade at 7x forward EBITDA.

ASR $8.2B

Ian’s Insider Corner Jun 14

A Hardware Multiple on a Software Powerhouse

A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…

CALX $2B

The Value Road Jun 12 5 clicks

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Thursday, November 12, 2026

Fajasy on X

Deep Sail Capital on X

BDC on X

BDC on X

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KEDM.com on X

Calvin Blissett on X

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