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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The Friendly Bear on X
$AMG re-inventing history on today's earnings call. February 2026 claims AQR will exceed 20% of 2026 earnings, today pointing analyst asking question to a % of AUM.
mavix on X
Portfolio end of April '26: Centrotec $CEV.HM Evolution $EVO Secunet Security Networks $YSN Leatt $LEAT Toyokumo $4058 Biorem $BRM.V (prev. undisclosed) -undisclosed- -undisclosed- Circle SpA $CIRC.MI Lindbergh $LDB.MI Shelly Group $SLYG ErreDue $RDUE -undisclosed- (New) (1/2)
mavix on X
▫️$4058, $SLYG, $EVO, -undisclosed-, $LDB.MI, $CIRC.MI, $RDUE, $TRT.L
mavix on X
I just published my Portfolio Update for April '26. It includes: ▫️My full Portfolio & position sizes ▫️Short introduction of 2 new stocks in my portfolio ▫️Reasons why I sold $FQT & $ALLOG.PA ▫️Earnings Update about $BRM.V, $FQT & $EVO ▫️Recent news & information about: (1/2)
Laughing Water Capital on X
if "MNO’s will never give SpaceX and Amazon low band" is true, then invert the logic and consider what SpaceX, $AMZN, and the MNOs would pay to prevent someone else from getting $NN's low band. This how you get the extreme upside case. Multiple parties that NEED to own it.
ToffCap on X
Vistance $VISN selling Ruckus for $1.85bn. Clean up continues
Charles Frischer on X
@DSacksCreative $NN The low band spectrum controlled by NN is quite valuable. $GSAT is a terrific comp. Sold for 11.6 billion. In many ways, our spectrum is extremely valuable and can carry more data and is more vital. Very desirable asset.
DOMO Capital Management, LLC on X
Wow!!! $CBZ surprise, surprise... AI hasn't killed the #7 accounting firm in America. Shocking 😆
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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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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Site Centers (NYSE:SITC)
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