TransMedics Group Inc Earnings Update: Q3 2026
TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.
TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.
Idea Brunch with Chris Hammond of @JaguarCapMgmt A masterclass in healthcare investing. Tickers mentioned: $DRIO, $ADMA, and $QDEL
Voss's Q3 letter is out. We take a look at some macro fears that failed to materialize this year, comment on historically cheap small cap valuations, and provide brief updates on our top 4 longs ( $GFF $IMXI $EXTR $BXC) and one new core idea ( $CROX).
Here's our newest interview with @GeoffreyBSeiler! Tickers mentioned: $TRUP, $COTY, $ET
$LADR CEO: "I learned a long time ago that if you want to be a mezz lender, you better have enough money to take out the senior debt."
I sent out my quarterly letter this morning. I wrote about banks stocks and $AX. If you would like a copy, please DM me your email address.
Leading Proxy Advisory Firm Glass Lewis Supports Voss's Case for Change at Griffon $GFF
$GFF
$GFF
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