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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RiverRoadPartners on X
$PSKY and $ORCL: The cost to insure the debt of both companies against default has converged and is increasingly moving in lock-step, a sign investors are beginning to treat the two credits as intertwined. This appears, to me, a very dangerous game the Ellison family is playing.
Ian Bezek on X
@coffeesnob @DELAESPRIELLAE Fun because this is 1. my local airport and 2. an $ASR property.
Myles on X
@whatsgoingoninm $HHH is a little different. The fee structure is weird and they have a weirder collection of assets, not just a bunch of publically listed stocks anyone can buy. Though no capital returns. Still not a great structure but not as egregious as PSH.
Convequity on X
AI could shrink $MNDY’s human seats while multiplying the work flowing through its platform. Our latest SaaS Survival Scorecard examines its AI harness, competition from Claude and the key question: can growing agent revenue more than offset lost seat revenue? https://t.co/XZ2R49AgG6
SouthernValue on X
$AMPL moving off Claude over this absurd behavior. https://t.co/yPETES4tXG
Ian Bezek on X
@elcolombiano More good news for Sureste Airports $ASR and Corporacion America Airports $CAAP. "Medellin has peaked bro" folks in disbelief. https://t.co/d7nDOraQbO
Ian Bezek on X
@aurelius28 I think $CIB is worth about $100 so you're hoping for overshoot of fair value if you buy it here. I much prefer its smaller and much less liquid peer $AVAL as the "catch-up" trade.
Myles on X
I've been out for a while due to opportunity cost, but $CTOS has sold of to 55c or 12x earnings and looks very juicy again here. https://t.co/p7vKdPj0bZ
Investor Letters
All letters- Protean Funds October 2026 AAK $4.7BVIMGF $2.2B
- Pendelhaven Asset Management B.V. Q3 2026 ALM $2.5BJXN $8.8B
- Chautauqua Capital Management Q3 2026 TMNSF $6.8B
- Night Watch Investment Management Q3 2026 AZLGF $3.3BIMCDY $6.7B
- Greystone Capital third quarter of 2026 TMDX $3.1B
- Penn Davis McFarland October 2026 CELH $7.6BSFM $4.8B
- Westwood — Quality SmallCap Fund 3Q 2026 CAKE $5.3BSYBT $2.5B
- Wasatch Global Investors — Small Cap Growth Strategy third quarter 2026 AAON $5.7BBROS $6.1B
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