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Thursday, November 12, 2026

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QXO Inc Earnings Update: Q3 2026

QXO's Q3 sales rose 79% to $4.9 billion after TopBuild and Kodiak acquisitions, while acquisition debt lifted interest expense to $163 million and adjusted EPS fell.

From X

Big Short: Fidelity & Guaranty

F&G’s main insurer held $66.5 billion of assets against $1.38 billion of statutory capital, while private credit, reinsurance dependence…

Top Rebound Stocks for Nov’26

Texas Pacific Land's 50% selloff reflects faded data-center expectations, while its Permian royalty business generated $498 million of 2025…

ASML ($ASML) Deep Dive

ASML monopolizes EUV lithography, a critical tool for leading-edge chips, with production capacity stretched through 2028 and customer…

PRYMY · short

Prysmian Spa

Prysmian (PRYMY) is presented as a short position.

Deep Dive: Netflix ($NFLX)

Netflix's 325 million memberships and advertising business, guided to $3 billion of 2026 revenue, underpin a case for mid-teens…

What I've Been Reading

Yesway, Dollar General and Expedia feature in a research roundup spanning convenience retail, discount stores and AI-driven travel search.

Everyone Bought the Shovels

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

Maker of Men

James B. Duke built American Tobacco into a monopoly, then extended his legacy through Duke Power and the Duke Endowment.

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