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 34h ago 5 clicks

44h ago TWST $8B

Problems at Twist Bioscience (TWST)

Hunterbrook 4 clicks

45h ago VSH $3.6B

VSH Earnings Review

Cestrian Capital Research 3 clicks

From X

@calvinblissett 32h ago 2 clicks

Calvin Blissett on X

$CCLD $YB $CCOI $BOC $AMR $HCC $CNR $METC $USIO $HHS $HY $ARKO $SLM https://t.co/XRRQSpa8YO

@hkuppy 35h ago 1 click

Kuppy on X

Florida is the last sane place in USA. Got $JOE…?? https://t.co/RJLt2GPIFB

@AsifSuria 36h ago 3 clicks

Asif Suria on X

@BluthCapital Now it is time for Jon Feltheimer to carry water $LION https://t.co/I1hEhtVaeK

@AsifSuria 38h ago 3 clicks

Asif Suria on X

From the Lionsgate Studios $LION fiscal Q2 2027 earnings release: "Television Production segment revenue increased 56% year-over-year to $309.5 million, and segment profit increased 73% versus the prior year to $21.6 million. The results were driven by a significant increase in scripted episodic deliveries, including Power: Origins and the second seasons of The Studio and The Hunting Wives. The Company anticipates doubling scripted deliveries in fiscal 2027 relative to fiscal 2026." That last line:

@aleabitoreddit 39h ago

Serenity on X

$GLXY CEO after pushing back on Texas political uncertainty: "I see a massive disconnect between where Galaxy trades and what I believe this company is worth. That’s why I’m buying more stock, starting today." Good vote of confidence to see colo executives calling out fundamental disconnects amid sector liquidations. Then putting their own capital behind their statement.

@KEDM_COM 40h ago

KEDM.com on X

@researchne89461 17% organic growth at $VSEC 😮😮

@AsifSuria 40h ago

Asif Suria on X

Michael has now crossed $1 billion on the global box office. It would be great to see a repeat with The Hunger Games: Sunrise on the Reaping, which brings back Jennifer Lawrence If the news is about $LION, @PhillipsRelic or @_99Paul99 are always on top of it. https://t.co/2V90ANnH6G

@AsifSuria 40h ago

Asif Suria on X

As an investor in $LYFT I really like this new partnership between DoorDash $DASH and Lyft. It will become even more valuable once/if the Instacart $CART deal closes. @davidrisher continues to execute on multiple dimensions (chauffeured cars, autonomous driving, partnerships, etc.). Yet the company trades for just six times trailing free cash flow. Yes, the robotaxis are coming but Lyft has the customers and is already partnering with Baidu and other companies on the autonomous driving front.

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 46h ago 5 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 3 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…

MDA $4.2B

Aurelion Research Nov 4 4 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 4 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…

ZG $7.8B

Raging Capital Nov 4 5 clicks

What AI Bubble? AXT Reports Record Q3 Revenue And Positive Forward Outlook (Rating Downgrade)

AXT reported record Q3 revenue as AI data-center demand for indium phosphide drives supply agreements and capacity expansion.

AXTI $3.1B

Alan Sumler Nov 4 1 click

Stevanato down 30%. Yikes.

Stevanato fell 30% after forecasting low-single-digit 2027 growth as lower Nexa syringe volumes from a GLP-1 customer offset solid Q3…

STVN $3.6B

Best Anchor Stocks Nov 3 3 clicks

Transocean (RIG): Q3 2026 Earnings

Transocean enters its Valaris merger with 109 of 110 available deepwater rigs contracted and 313 million shares sold short, despite weaker…

RIG $5.8BVAL $5.5B

Cannibal Stocks Nov 3 2 clicks

Blackstone Digital Infrastructure Trust (NYSE: BXDC)

BXDC trades at a 14% discount to net liquidation value, with $1.9 billion of cash against a $1.6 billion market cap, ahead of data-center…

BXDC $2.1B

Real Assets, Real Value Nov 3 5 clicks

Why Essential Properties Realty Trust Keeps Winning

Essential Properties Realty Trust is growing faster than Realty Income through acquisition opportunities while trading at a cheaper…

EPRT $5.9B

Jussi Askola, CFA Nov 3

EEFT · long

Euronet Worldwide INC

Euronet Worldwide (EEFT) is presented as an asymmetric opportunity, citing its strong balance sheet and shareholder-friendly capital…

EEFT $2.6B

Value Investors Club Jun 10 1 click

ASR: Sureste Airports Soaring To 50%+ Upside, Market Is Missing The New Assets

Sureste Airports’ 20-airport Motiva acquisition and U.S. concessions are set to lift EBITDA, while shares trade at 7x forward EBITDA.

ASR $7.2B

Ian’s Insider Corner Jun 14

A Hardware Multiple on a Software Powerhouse

A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…

CALX $2.1B

The Value Road Jun 12 5 clicks

Grupo Aeroportuario Del Centro Norte: World Cup Inflection? (Ticker: OMAB)

Grupo OMAB trades at 9 times EV/EBITDA after an 11% YTD decline, as Monterrey international traffic fell 2.9%; expansion, price hikes and…

OMAB $5.2B

Emerging Moats Research Jun 12 1 click

The Bottleneck Was Never the Finding

Tenable’s $27 valuation reflects fears that AI commoditizes vulnerability scanning, while the thesis says AI increases demand for…

TENB $4.4B

Mispriced Assets Jun 9

MSGS at a Glaring Discount so GO KNICKS GO!

MSGS, owner of the Knicks and Rangers, filed a Form 10 to explore a spinoff as comparable franchise sales support an $11 billion valuation.

MSGS $9.6B

Open Insights Jun 5

What I Read This Week

Weekly reading list covers Agnico Eagle, Cameco, Dollar Tree, Meta, Braze and Apollo across mining, retail, AI and insurance.

BRZE $5.2B

Stock Thoughts Jun 1

Portfolio Update May 2026

Portfolio update: sold Nomad Foods, trimmed Copart, added Pool Corp and Floor & Decor, and bought Tractor Supply as the portfolio trails…

FND $5B

D Invests Jun 1

Weekend Digest #345 (Colombia Election, AUNA, BRKR, China & EM Risk)

Weekend Digest #345 previews Colombia’s presidential vote, tracks AUNA’s earnings momentum and Bruker’s recovery, and weighs China risk…

BRKR $9.3B

Ian’s Insider Corner May 29

TIC Solutions Update: New performance framework and a path to $26+ per share.

TIC targets $3 billion of 2029 revenue, 18% adjusted EBITDA margin and 85% free cash flow conversion, requiring roughly $400 million of…

TIC $2.3B

Kairos Research May 22

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Thursday, November 5, 2026

Calvin Blissett on X

Kuppy on X

Asif Suria on X

Asif Suria on X

Serenity on X

KEDM.com on X

Asif Suria on X

Asif Suria on X

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