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

@LaughingH20Cap Jun 16 1 click

Laughing Water Capital on X

@darkstarsats 1/x) the point is that next time $NN is front of congress, when the opposition claims interference, Miriam can say "congressman, did you notice your key card not working?" "Sergeant at Arms, were there any issues w/ electronic security?" etc etc

@LaughingH20Cap Jun 16 3 clicks

Laughing Water Capital on X

I think there is signal value here. No way the FCC runs $NN tests at the literal capital building unless they have sign-off from the highest levels. To much risk of this being labeled a “stunt” unless the FCC and higher powers are strongly supportive.

@Mike10947310 Jun 16

Mike on X

I haven’t followed $WULF much but with the news that Anthropic is pursuing DC leases and with Century Aluminum sharing that Terrawulf believes they will have a tenant announcement by end of June… aren’t the pieces kind of fitting together and if so what’s the blue sky upside look like?

@HedgeyeRetail Jun 15 1 click

Brian McGough on X

KSS appoints a COO -- dude is no slouch...West Point grad, Harvard MBA, Target, Ulta and Foot Locker logistics roles. Gotta wonder why he accepted the job at $KSS. Must be slim pickings out there. Better logistics won't solve KSS' problem -- that it's losing relevance with the consumer who is shifting to Off-Price retailers -- $TJX, $ROST, $BURL. I give KSS 18 months before it's gone.

@marginofdanger Jun 15 1 click

marginofdanger on X

@BillAckman Literally every asset that’s managed by you including $HHH $PSHZF and now $PSUS has always traded at a discount. Why would this one be any different?

@cfrischer1 Jun 15 1 click

Charles Frischer on X

$NN I have received a few questions about my Part 15 tweets from last night. I remain incredibly bullish. In fact, I am more confident about the upside today than ever. My sole point is that I believe Part 15 users are not going to be interfered with by NN.

@cfrischer1 Jun 15

Charles Frischer on X

$NN I believe the record shows that Part 15 users will not suffer from unacceptable interference. I think we are absolutely live for the July and August meetings.

@BrokenMoats Jun 15 1 click

Broken Moats on X

$BROS always trades expensive, but a near +40% move recently and competition and pricing issues abound. 7 Brew continues to scale rapidly with nearly identical model to dutch bros, a reinvigorated and cheaper Starbucks, plus McDonalds, Dunkin, Sonic and nearly ever other QSR chasing the refresher/dirty soda/energy drink rush + Swig should put increased pressure on refreshers/emerg portfolio as the market gets more saturated, and $ becomes a bigger competitive factor

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 6 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 5 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 7 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 6 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 5 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

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