OSS Q3 FY12/26 Earnings Analysis
One Stop Systems grew Q3 continuing-operations revenue 36% to $12.6 million, raised FY2026 revenue guidance to $45 million, and used $11.8 million of operating cash.
Thursday, October 29, 2026
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marginofdanger on X
@Ron284Ron @Ron284Ron just buy $VBIL.
Red Dog Capital on X
$STK $WDC The cure for high prices is high prices! Demand destruction, substitution, capacity additions, etc. The invisible hand (almost) never fails!
Calvin Blissett on X
#1 report on $BMBL scuttlebutt in college Girl: “bumble is for old people and wierd” she used tinder for hu and hinge for “quality” Guy: “the gay one?” Went to go scroll on tinder
Calvin Blissett on X
@JordanBoekel I have skimmed over $FINV, $LX made good money in $YUMC, looked at $PDD. I think management is even more important given regulatory risk and China and that is partly why I like $YB
SG on X
$SEV shot-chaser 8k this morning boasts of slashing capital needs to $115m S-3 this afternoon says raising up to $250m anyways I'm naked short calls https://t.co/bnw9wOqULl
junkbondinvestor on X
1/ Went thru Leslie's first day declaration so you don't have to. The biggest US pool supply retailer JUST filed Chapter 11 yesterday with 900+ stores and $787mm of debt. $LESL https://t.co/u4EkUn7zTb
Lee Roach on X
Looks like $APP and $EVC are doing some things together. https://t.co/bzdFqKEJjL
Investor Letters
All letters- Alluvial Capital Management Third Quarter 2026 BSVN $565MFTLF $75M
- 1 Main Capital third quarter 2026 LMB $614MWILD $196M
- Langdon Equity Partners Q3 2026 LOECF $740MAVTS $409M
- Halvio Capital Q3 2026 CZBS $127MMCCK $490M
- GreensKeeper Asset Management Q3 2026 ABANF $249MTVAGF $79M
- Miller Value Partners third quarter 2026 FOSL $392MGTN $456M
- Artisan Partners Q3 2026 6287 $538MFLRAF $438M
- Pzena Investment Management Third Quarter 2026 GCO $409M
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Astrada Advisors 
Unicycive (UNCY):
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Bumble is being taken private
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GLOO, part two
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Equity Eagle 3 clicks
Carecloud News
CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.
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