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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Lee Roach on X
I really like Liftoff $LFTO here. All of the ad tech businesses look too cheap. https://t.co/OzZE77AtrE
John_Hempton on X
Gee I love $AMC Apes. https://t.co/qqCkWZUjJU
John_Hempton on X
See that sudden spike down in $AMC. That is what a naked short selling ladder attack looks like. It is hard to tell when executed in dark pools but this one is so much fun to watch.
Colin King on X
Activist Starboard Value putting pressure on former spin-off $KNF Been a wild post-spin ride... $40 to $100+ back to $50 Starboard arguing KNF margins are half (!!) of peers and should close the gap by 2029 or sell the business https://t.co/nEylz6nGkI
Barbarian Capital on X
"an unusual turn of events that comes just after People withdrew its own bid to buy the casino and resort company" MGM Resorts Eyeing Bid for Barry Diller’s People Incorporated $MGM https://t.co/FjkNJ0r1PJ
SG on X
$DUOL as if the prior insider sales this month were not enough, Luis von Ahn just filed a form 144 revealing another $6.8m in sales. https://t.co/OMjQfsw4qd
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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