TransMedics Group Inc Earnings Update: Q3 2026
TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.
Thursday, November 5, 2026
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Idea Brunch on X
Idea Brunch with David Polansky and Tim Delaney of Immersion Investments David and Tim break down their small-cap-focused research process and share commentary on $MAMA $SRTA and $RDVT Enjoy! https://t.co/zWh7qAOCoO
Hunterbrook on X
Based on Hunterbrook Media’s reporting, at the time of publication, Hunterbrook Capital is long $INOD. Positions may change at any time. This article is not investment advice or any recommendation. See full disclosures on our website. https://t.co/WJqJtizenf
Hunterbrook on X
$INOD’s largest customer: Meta, according to interviews with former employees, sell-side research, and even an old short report. So if it’s working on “the personalization of long-horizon agents,” that sounds like Muse. https://t.co/nPxHgXFP2n
Hunterbrook on X
NEW: Innodata, a data-labeling company based out of New Jersey, reportedly has one big customer: Meta. $INOD recently disclosed helping that customer with the “personalization of long-horizon agents.” Is Innodata involved in Muse? https://t.co/SueZNIP4Mx
Deep Sail Capital on X
I echo these thoughts on $CRDO. https://t.co/GUUJOngRvK
Lee Roach on X
What do you think the unit economics to make a magic the gathering card is and what the markup is? What happens when you capture the entire retail margin by in housing. What happens when you sell the dumb toy biz? What happens when you stop allocations of MTG from everyone else and funnel to $GME shelves? How does store traffic improve?
Serenity on X
I guess I need to start calling $SNDK or $LITE Super Intelligence stocks. Thanks Trump. https://t.co/x7tJcKjfsc
Investor Letters
All letters- Forager Funds Management October 2026 TUA $525M
- FCL Capital October 2026 ANPDF $28BCNSWF $53B
- Protean Funds October 2026 AAK $4.6BLFABF $13B
- JB Global Capital Q3 2026 FLO $1.4BPYPL $49B
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $416MALM $2.5B
- Chautauqua Capital Management Q3 2026 ADYEY $32BBEKE $21B
- Night Watch Investment Management Q3 2026 AZLGF $3.3BIMCDY $6.7B
- Greystone Capital third quarter of 2026 KTYCF $461MSRTA $498M
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Telkom Indonesia (TLKM/TLK): 9x P/E, 11% dividend, separable assets ≈80–95% of market cap, stub at ~2x EBITDA. Industry went from 11 operators to 3, a new rule kills the price war, and MSCI is forcing the sellers.
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CHWY · long Chewy INC
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Motti Sapir 2 clicks
AMSC, Datadog will be fine, SiTime is worth a look
AMSC and Datadog will be fine, while SiTime is worth a closer look.
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L3Harris (LHX) Q3 FY12/26 Earnings Review
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