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Saturday, October 17, 2026· 3866 stock ideas· 217 writers·
17,692 views· 8,254 clicks

From X

@AsifSuria

Asif Suria on X

Came across another Flip Flopper Special last night: The organ transplant company TransMedics Group $TMDX is up more than 4% today in a down market after Director David Weill waited a few days beyond the six month period to buy stock at $81.63. The six month part was important as he would have had to give back profits to the company if he had purchased within six months of his prior sale. I looked at his history of purchases and sales of TMDX and he has gotten it right multiple times over the last six years. Dr. Weill, has been on the board of TransMedics since 2019 as an independent director and he was previously the Director of the Lung and Heart-Lung Transplant Program at Stanford University Medical Center. Much like the CEO of $TDW that was mentioned in my tweet below from December 2024, David Weill's last sale was on March 4, 2026 at an average price of $146.82. The insider purchase by the CEO of Tidewater, prompted us to write about the company for our January 2025 Special Situations newsletter and we added the stock to the model portfolio and I also hold it in my personal portfolio. I expect we will pretty much do the same thing with TransMedics for our next Insider Weekends article or our October 2026 newsletter.
@negligible_cap

Negligible Capital on X

Wingstop is down 12% today, at it’s lowest level since 2022. Lot of resturant stocks getting smoked I’m old enough to remember when seemingly everyone was shouting $WING from the rooftops at $400+ because it was up 400%+ in like a year Nearly every retail loved restaurant stock has a bubble moment at some point in time. WING, CAVA, CMG, SG, SHAK, PTLO just to name a few. They always get priced so optimistically and always decelerate. Hard stocks to own. Except $CAKE I guess. CAKE and Flower Child are hotter than ever
@blondesnmoney

Cluseau Investments on X

Today I sold the last of my $CBL position. The stock is up 114%, 105% ahead of the broader REIT benchmark, and 70-80% ahead of closely comparable peers. The thesis played out well, but with a likely interest rate hike tomorrow (impacting floating rate debt expense) and sizeable selling from a large holder, I think the risk to reward here isn't as favorable as it once was. As always, it's up to you to conduct your own research and form your own opinions. It's been a great run, but I'm happy to free up the cash to eventually deploy into more attractive opportunities as they arise.

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