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 Nov 5 5 clicks

Nov 5 TWST $8B

Problems at Twist Bioscience (TWST)

Hunterbrook 4 clicks

Nov 5 VSH $3.6B

VSH Earnings Review

Cestrian Capital Research 3 clicks

From X

@catechwilliams Jul 16 1 click

catechwilliams on X

$CRCT Covid fad DIY crafting printers—accelerating unit sales decline, cutting prices. High margin subscription rev (online templates library free elsewhere) now churning off. Set for Q2 miss/ guide down on 8/5. 18-20x P/E. Massive CEO selling.

@HedgeyeRetail Jul 10

Brian McGough on X

$HELE doing what it does best...Massive miss and even bigger guide down. Of course they're stripping out this huge goodwill impairment from 'adjusted EPS', which we won't do. Stock getting clocked, as it should. We've been short since over $100. CH11 is not off the table here...

@rusholmecapital Jul 9 1 click

Rusholme Capital on X

(Late) Q2'25 Update New: $META, $STN.TO, $FTT.TO, $CVG.TO, $GDI.TO, $VCI.V, $IOT.V Sold: $KNSL, $CJT.TO, $RPI.UN, $MRD.TO, $HMM.A, $FORA.TO, $THNC.TO, $BRM.V Q2: 6.6% vs 10.6% for SPX ITD (Jan '21): +165% vs +68% Fairly happy with how the portfolio is positioned 👇

@catechwilliams Jul 7 1 click

catechwilliams on X

$INGM Massive cyber & ransomware attack. All systems over the weekend. Still can’t fulfill orders after 4 days. Customers moving to competitors (as reported on Reddit). Likely permanent damage & customer losses. Ransomware payment due. Compounded by a major IT upgrade now needed.

@Adam_Wyden Jul 1

Adam D. Wyden on X

3/ $RICK $PAR $APG $GFL $TIC

@Adam_Wyden Jul 1

Adam D. Wyden on X

1/ Odd day. Sen. passes bill on housing and RESTAURANTS. No tax on tips/ no tax on overtime pay. Powell also not ruling out cuts and restaurant stocks ripping. Overhang at $PAR has been strength of their end market / customer. Today everything got better... @SavneetS @PAR_Tech

@Adam_Wyden Jun 29

Adam D. Wyden on X

@sidecarcap $par

@Adam_Wyden Jun 18

Adam D. Wyden on X

At ~1400 units, DENN could also adopt payments and POS if the KEKE rollout goes well. Table serve is highly lucrative and produces ARPU many multiples of a traditional QSR store. @SavneetS @PAR_Tech $PAR $DENN

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 Nov 5 6 clicks

Array Technologies And Shoals Merger Creates Upside Potential

Array Technologies and Shoals Technologies plan to merge, targeting cross-selling and cost synergies as ARRY's order book holds firm and…

ARRY $715MSHLS $1.5B

Caffital Research Nov 5 3 clicks

The Buyback Shows Up (ESRT Q3 2026)

Empire State Realty Trust repurchased $85.8 million of shares at $4.56 each, using 1359 Broadway sale proceeds to fund buybacks and debt…

ESRT $1.3B

Orphan REITs Nov 4 6 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 4 clicks

AMSC, Datadog will be fine, SiTime is worth a look

AMSC and Datadog will be fine, while SiTime is worth a closer look.

AMSC $1.3B

The Technology Letter Nov 4 5 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 5 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

CHWY · long

Chewy INC

Chewy (CHWY) is presented as a long opportunity after a prior 2022 short thesis played out.

CHWY $9.2B

Value Investors Club Aug 7 6 clicks

Amdocs: The T-Mobile Shock Changes Everything (Rating Downgrade)

Amdocs cut FY27 guidance after a T-Mobile dispute, projecting a 7–11% revenue decline and backlog down nearly 10% to $3.5 billion.

DOX $4.5B

Motti Sapir Nov 4 2 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 3 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

48 Top Stock Pitches (26th-1st November) [NO PAYWALL] 🖨️

Capital Employed rounds up 48 stock pitches, led by Greystone’s $14.50 target for organ-transplant logistics firm Strata Critical Medical,…

SRTA $498M

Capital Employed Nov 1 14 clicks

Portfolio Update: October 2026 + Q3 Earnings outlook

Calumet and other refiners sold off alongside AI names, but the RIN thesis for renewable fuel earnings remains unchanged ahead of Q3…

CLMT $3.8B

Treasure Hunting Nov 1 4 clicks

When the liquidity does not add up

Arbor Realty Trust’s dividend suspension is presented as creating $60 million of liquidity, raising questions about its ability to meet…

ABR $2.2B

John Hempton's Newsletter Oct 31 4 clicks

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…

VRRM $333M

The Oak Bloke Oct 31 3 clicks

Aura Biosciences: A Pivotal Trial Engineered With Room To Spare

Aura Biosciences expects pivotal Phase 3 bel-sar data in early choroidal melanoma in 2027, funded by $323.8 million of cash into the first…

AURA $690M

Equity Eagle Oct 31

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Thursday, November 5, 2026

catechwilliams on X

Brian McGough on X

Rusholme Capital on X

catechwilliams on X

Adam D. Wyden on X

Adam D. Wyden on X

Adam D. Wyden on X

Adam D. Wyden on X

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