Remitly Global: Scaling The Wall Of Worry (Ticker: RELY)
Remitly’s Q3 keeps its remittance growth thesis intact as spending cards, memberships and credit products target $1 billion in annual revenue by 2030.
Friday, November 13, 2026
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Investor Letters
All letters- Minotaur Capital October 2026 CROX $7.3BHUT $7.3B
- Lakehouse Capital Small Companies Fund October 2026 PNI $2.7B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7B
- Protean Funds October 2026 AAK $4.7BVIMGF $2.2B
- Aristotle Funds third quarter of 2026 PRMRF $3.4B
- Tweedy, Browne Q3 2026 ACI $6.1BAPTV $8B
- Ganes Capital September 2026 Quarter LOV $2.1BSFGLF $4.4B
- Hinde Group third quarter of 2026 MBGL $6.4B
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DHT Holdings: Over A 20% Dividend In A Single Quarter
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WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon
WaterBridge grew Q3 revenue 16.9% year over year as Speedway Phase I lifted produced-water volumes, while pursuing large-scale data center…
Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
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TransMedics: 2027 Setting Up To Be A Pivotal Year
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Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings
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This Week in Special Situations: Constellation Brands, GEO Group, Under Armour, CITIC Resources
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Thursday Tailwinds #10: 8 Oct 2026
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The Story Millrose Told Wall Street About Lennar Purchases Doesn’t Match The Evidence
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Golar LNG q2’26 Operational Update
Golar LNG ordered a $2.45 billion fourth FLNG vessel, targeting 3.5MTPA of capacity and $400 million in annual EBITDA under a 20-year…
I Finally Proved That the Market Is Not Efficient
Bread Financial’s 10-year Signet card deal transfers an estimated $526.5 million in NPV to Signet and $1 billion in payments, while BFH…
💥New Chapter 11 Bankruptcy Filing - And Go Concepts, LLC (Salad and Go)💥
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Astronics: Marked Down After A Record Quarter - Buy
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Sectors
Ordered by how often our editor reaches for them.
