EQT Q3 FY12/26 Earnings Review - Distribute Rating
EQT moved to Distribute at $56.29 after Q3 revenue fell 9.6%; a 44% trailing free-cash-flow margin signals cycle risk despite lower debt and an EPS beat.
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Voss Capital on X
$IMXI is consistently outgrowing hedge fund favorite $MGI and $WU by about 20%. https://t.co/gzDwGH3TOU
Voss Capital on X
Jon's updated thoughts on $IMXI after the Q2 earnings report. https://t.co/uPSaHrI0Qi https://t.co/7sEXhAEMat
Voss Capital on X
Long $MBIN. Excerpt from Voss's Q4 letter. https://t.co/Txd5vtnGTc
Voss Capital on X
1 more pt on $EXTR & IoT. They're now able to license some of their software & Cloud IQ suite of apps to 3rd party IoT hardware makers & will make a big push into this. Obviously this increases their SaaS TAM by several multiples of just their networking equipment hardware base.
Voss Capital on X
Lastly, it is interesting to note that $EXTR is collecting well over 1 petabyte of data per day from their network users. They analyze this and use it to give customers performance data insights. Not the webinar, but here is an EXTR IoT overview video: https://t.co/ICIcEEJlXw
Voss Capital on X
This was a simple, helpful slide for the layman to understand potential IoT scenarios that $EXTR's security prevents. https://t.co/n04i426ZKJ
Investor Letters
All letters- Alluvial Capital Management Third Quarter 2026 BSVN $559MFTLF $77M
- Moon Capital Management third quarter 2026 TME $13BUNVGY $29B
- 1 Main Capital third quarter 2026 BFIT $2.2BHGV $2.8B
- Sustainable Growth Advisers Quarter 3 2026 COO $12BNKE $56B
- Matrix Asset Advisors 3rd Quarter 2026 NKE $56B
- Polaris Capital Management Third Quarter 2026 DNBBF $50BSHG $30B
- Langdon Equity Partners Q3 2026 LOECF $774MATS $1.9B
- Halvio Capital Q3 2026 CZBS $120MMCCK $490M
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