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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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 😆
Connor Haley on X
This morning, Alta Fox published a press release and full thesis deck on $PBH CN (Premium Brands Holdings), a business we believe is significantly undervalued with 75%+ upside in our base case. The materials outline our investment thesis and highlight specific steps management can take to help close the discount to intrinsic value. Press release: Full deck:
ToffCap on X
So $NKTR is now lower since the positive AA read out?
Charles Frischer on X
$NN Market is saying today is not going to happen for NN. I agree. It is taking longer than hoped for but low band is becoming more valuable by the day. I expect Carr to reach a deal with all the parties and then a quick process to report and order. That deal might take a bit
mavix on X
I just published my Earnings Update about the Q1 2026 of Evolution $EVO $EVVTY. You can find it in the Portfolio section of the blog :)
The Friendly Bear on X
$CAR in tax loss funds, $SCHW allegedly pulling back (following Fidelity). Good read
Investor Letters
All letters- Forager Funds Management October 2026 TUA $525M
- FCL Capital October 2026 INTR $1.7BRSGN $881M
- Protean Funds October 2026 AAK $4.6BVIMGF $2.2B
- JB Global Capital Q3 2026 FLO $1.4B
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $416MALM $2.5B
- 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 KTYCF $461MSRTA $498M
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