Thursday, November 5, 2026

TransMedics Group Inc Earnings Update: Q3 2026

TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.

TMDX $3.1B

SixSigmaCapital: Navigating the Financial Markets Nov 5 5 clicks

Nov 5 DASH $86B

Uber 3Q'26: Eats vs DoorDash, and the AV Math

MBI Deep Dives 5 clicks

Nov 5 MELI $77B

Trading Post November 5, 2026

Cassandra Unchained 2 clicks

From X

@irbezek Aug 11 1 click

Ian Bezek on X

@shortbus_ace @akeemcap @QuietProsperity $CAAP is 6x EV/EBITDA and no Mexico. But half of EBITDA is from Argentina, so that's its own can of worms (albeit the Argy fees are charged at a fixed USD rate not Peso)

@leevalueroach Aug 11

Lee Roach on X

Entravision $EVC has $870 million market cap here. $944 million enterprise value. Ad-Tech based on guide will do around $160mm EBITDA. Media worth $300mm based on comps. Call option on $500mm of spectrum. Say spectrum is worth zero. Back out of media and you are buying this for 4.0x and no value to spectrum. Market saying big customer goes away completely here. I think that’s wrong.

@irbezek Aug 11 1 click

Ian Bezek on X

@shortbus_ace @akeemcap @QuietProsperity Sheinbaum doesn't leave office until 2030 so that's a reasonable bet, though maybe you get clipped in 2029 once the pre-election hope cycle starts up. Underlying EBITDA will grow 12-15%/year like usual (faster at $ASR with the M&A) so stocks can still work in the interim.

@marginofdanger Aug 11 1 click

marginofdanger on X

$BWEL has been the most aggressive in years on its share buybacks since the last reported financials (6/30/25). While not as significant as I would like, the increased pace of buyback is probably a good sign for FY26 results.

@irbezek Aug 11 1 click

Ian Bezek on X

Bancolombia $CIB tags $100 today. Congrats to the Colombia bulls, market is heating up now.

@majgeoinvesting Aug 11

Maj Soueidan on X

$BWEN .. eh...Sales and backlog momo are strong, but still losses. Only watching to see if Co. can reverse a long history of losses, now that it has sold off its volatile wind power assets to $IESC to focus on its power generation equipment & supply chain segments. Interestingly, supply chain segment EBITDA margins were 19%, even though consolidated EBTIDA margins were 6.4%. Stock might actually rip on this KPI. Not quite sure. Do your own homework. Source: @InfoArbMonitor

@TheBenSchmark Aug 11

JabroniCoin.USD on X

UBS initiates $CENX conservatively: $60 at 4x EV/EBITDA > Oklahoma & shareholder return catalysts > best leverage to US MWP > Oklahoma and datacenter not priced in > 4x below normalized mid cycle

@stockgutter Aug 11

SG on X

@DeItaone from the low base rate, this would significantly expand $DJT revenue

Problems at Twist Bioscience (TWST)

Twist Bioscience’s $200 rebound followed an Anthropic-linked short squeeze, yet its DNA and protein services face broad competition while…

TWST $8B

Hunterbrook Nov 5 4 clicks

VSH Earnings Review

Vishay reported record Q3 revenue of $979 million, up 24%, and guided Q4 to about $990 million as rising backlog and margins contrast with…

VSH $3.6B

Cestrian Capital Research Nov 5 3 clicks

This Week in Special Situations: Lear, AutoNation, NexPoint, AudioCodes, Xponential Fitness

AutoNation, Lear, NexPoint, AudioCodes and Xponential Fitness lead a 52-situation screen spanning buybacks, insider purchases, M&A and…

LEA $5.6BAN $6.1B

Latticework by MOI Global Nov 5 5 clicks

Array Technologies And Shoals Merger Creates Upside Potential

Array Technologies and Shoals Technologies plan to merge, targeting cross-selling and cost synergies as ARRY's order book holds firm and…

ARRY $715MSHLS $1.5B

Caffital Research Nov 5 3 clicks

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.

Telkom Indonesia trades at 9x earnings and an 11% yield as MSCI-driven selling obscures telecom consolidation, price increases and…

TLK $11B

Calvin Blissett Nov 5 4 clicks

Thursday Tailwinds #13: Nov 5, 2026

Florida marinas are 92% full as boat counts rise and permits constrain new supply, creating pricing power for existing operators such as…

SUI $14B

Trade Ideas Flow Nov 5 6 clicks

eToro: Expanding Beyond Crypto

EToro trades at 2.89x EV/FCF with $304 million in trailing free cash flow, expanding from crypto into equities, commodities, currencies and…

ETOR $1.9B

Max Arnoldi Nov 5 5 clicks

The Buyback Shows Up (ESRT Q3 2026)

Empire State Realty Trust repurchased $85.8 million of shares at $4.56 each, using 1359 Broadway sale proceeds to fund buybacks and debt…

ESRT $1.3B

Orphan REITs Nov 4 6 clicks

Warrior (HCC): Q3 2026 Earnings

Warrior Met Coal’s Blue Creek mine cut costs to about $93 a ton, offsetting a wider discount for High Vol A coking coal as US supply…

HCC $4.3BBTU $2.1B

Cannibal Stocks Nov 4 4 clicks

GPC Q3 2026: a quick North America Automotive update

GPC’s NAPA commercial sales grew 4% in Q3, trailing AutoZone and O’Reilly as freight, fuel and rent cut North American Automotive margins…

GPC $17BORLY $73B

Stock Thoughts Nov 4 7 clicks

CHWY · long

Chewy INC

Chewy (CHWY) is presented as a long opportunity after a prior 2022 short thesis played out.

CHWY $9.2B

Value Investors Club Aug 7 6 clicks

Amdocs: The T-Mobile Shock Changes Everything (Rating Downgrade)

Amdocs cut FY27 guidance after a T-Mobile dispute, projecting a 7–11% revenue decline and backlog down nearly 10% to $3.5 billion.

DOX $4.5B

Motti Sapir Nov 4 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.

AMSC $1.3BDDOG $79B

The Technology Letter Nov 4 5 clicks

An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

Intuit CEO Sasan Goodarzi discusses using AI to turn accountants from customer-acquisition partners into customers, alongside QuickBooks,…

INTU $92B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Nov 4 2 clicks

DigitalOcean (DOCN) Q3 FY12/26 Earnings Review

DigitalOcean reported Q3 revenue up 40% to $321 million and lifted Q4 guidance above consensus, while GPU and data-center expansion cut…

DOCN $11B

Cestrian Capital Research Nov 4 2 clicks

New Ideas From The Road

Aurelion Research increased healthcare exposure and sees opportunities in banking and defense, alongside research on Alcoa, Nike, ONON and…

AA $10BNKE $60B

Aurelion Research Nov 4 4 clicks

L3Harris (LHX) Q3 FY12/26 Earnings Review

L3Harris booked $19.3 billion of Q3 orders, lifting backlog to $53.2 billion, raised FY26 guidance and cut its 2028 free-cash-flow target…

LHX $48B

Cestrian Capital Research Nov 4 3 clicks

Site Centers (NYSE:SITC)

Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties…

CURB $3.6B

Real Assets, Real Value Nov 4 5 clicks

Coupang: 3Q26 Business Recap

Coupang’s product-commerce growth rose 9% as data-leak effects fade, while management expects margins to return to pre-incident levels by…

CPNG $27B

Speedwell Memos Nov 4 3 clicks

Hedge Fund Manager David Orr Shares His Approach to Investing & Risk Management

David Orr describes running Militia Capital’s roughly 500-stock long-short portfolio, using expected value, correlation and factor…

CMCSA $84BZG $7.8B

Raging Capital Nov 4 5 clicks

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Thursday, November 5, 2026

Ian Bezek on X

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marginofdanger on X

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JabroniCoin.USD on X

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