LeMaitre Vascular: The Q2 Miss Hides A Stronger Acquisition Machine
LeMaitre Vascular’s shift to larger acquisitions lifted its success rate to 80% and gross margin to 72%, supported by $376 million of cash…
Bruno Montoya Amador Today
Thursday, October 1, 2026
Everything we published on this day.
6 stories
Bruno Montoya Amador Convequity on X
A bit of surpsied to see OpenAI Dot's VM spec is so low: CPU: 9 visible logical CPUs; host reports AMD EPYC 9V74 at ~2.6 GHz RAM: 9.7 GiB total, ~8.7 GiB available; no swap Storage: 32 GiB workspace filesystem, ~30 GiB free Also uses Cloudflare $NET network as egress like Grok Bot does but the computer spec is so much lower than Grok Bot. Maybe OpenAI is just more resource constrained vs. SpaceX given a much bigger user base. The demand for traditional compute, networking and storage will grow crazy as more people start to adopt this cloud agent architecture.
kab60 on X
Stock keeps falling, Greg Alexander keeps buying. $GPI skews towards brands doing well (Toyota/Honda (hybrids), Mercedes etc. > Detroit 3 (Stellantis, GM, Ford). Vertu PLC trading at ATH, wonder if there'll be a push to divest Group 1's UK operations at some point. https://t.co/QYQaIRZCgN
Prepared Remarks on X
$orcl https://t.co/IkUYbJ6Khd
Washington Trust Bancorp: 100-Year Track Record Of Dividends Supports A 6% Yield
Washington Trust Bancorp offers a 5.8% dividend yield, with C&I loan growth supporting ROE despite 40% commercial real estate loan…
Sorrento Research Prepared Remarks on X
$orcl https://t.co/qX0NM6RCt7
