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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marginofdanger on X
The SF housing market is on fire. Should bode very well for $FPH's Candlestick project, including finding financing partners.
ToffCap on X
I'm perfectly fine doing this EVERY quarter $MRX
Adam D. Wyden on X
That feeling when the country’s top consumer small cap fund files in one of your biggest horses…. On 27 numbers we can get to ~35.00 of NAV/share and that’s before buybacks! $codi
DOMO Capital Management, LLC on X
Pretty crazy, forgot about this $GME / $EBAY exchange. This has to be 5+ years old..... Definitely miss the @TheRoaringKitty live streams... Very sad.
Psyop Capital on X
$OTCM rev +15% EBIT +19%
💥PETITION💥 on X
Andreessen Horowitz dropping this puppy on the same day $COIN cuts headcount by 14% citing AI acceleration is *chef's kiss*.
ToffCap on X
Marex $MRX Q1 rev +48% yoy, EPS +55%
Psyop Capital on X
@finphysnerd $cme and $otcm are in this category and are reasonable
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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