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Saturday, November 7, 2026

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Perimeter Group: 3Q26 Business Recap

Perimeter Group posted 24% revenue growth to $390 million as fire-safety contracts and acquisitions lifted results, while it brings PDI supply in-house after Flexsys disruptions.

PRM $4.8B
Speedwell Memos 1 click

From X

@aleabitoreddit 1 click

Serenity on X

Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns... Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in: - $AAOI - Alchip - $MRVL (Celestial) - $ALAB - $CRDO - $JBL - $FLEX - $STM - $CBRS - $GNRC - $FN - TD SYNNEX - $QCOM - Gold Circuit Electronics And others.. If we look at the private placement amount for GCE in speciifc, it's like .36% of the company... Kinda small financially, meaningful strategically. Esp. since there were claims that GCE supplies ASIC-server PCBs to the four major hyperscaler CSPs... Regardless it's pretty funny to see Amazon to Nvidia start to own all the worlds leading companies. Since Amazon has exposure to the entire supply chain like PCBs now, optical fabric with Celestial, lasers with $AAOI, assembly from $FN to $JBL, ASIC partners like $QCOM / ALchip.
@kevin__mak

Kevin Mak on X

$QURE A bunch has been written about today's AMT130 news by people far more scientifically credible than me, so I'll just summarize to say my opinion is that the data was directionally bearish but only mildly. I think the reaction to the news was overblown. If you gave me the press release and conference call ahead of time and asked me to guess "what does the price trade to", I'd say around $32. Lots of people have complained about the type and quality of disclosure and messaging from the company but I want to highlight something I noticed that I think has been missed. My experience this morning was that the actual press release process was entirely mishandled. Here's what I think happened: 7:05AM ET is the "typical release time" for QURE. So naturally when they setup an interview with Stat News and Bloomberg the night before, they likely communicated this "embargo time". So at 7:05AM, the pre-written articles from Stat and Bloomberg hit the newswires. Bloomberg's article was particularly poorly done, with exceptionally little detail beyond the "-44% not stat sig" datapoint. (They later "updated" their news article to be more robust). But this awful article was essentially first to hit the headlines, and obviously thousands of bots and machines are scraping Bloomberg, and trading off it. Naturally one would want to "check for more data beyond two articles", but for some reason, at 7:05AM, there was no Press Release from QURE. This was likely a mistake (either by QURE or by the wire company). In the screenshot (and link) below, you'll see the timestamp of the official wire including ALL of the data. So investors were "left in the dark" for a full 7 minutes. https://t.co/zp4lmZqFfe Does 7 minutes really matter? To a long term investor, certainly not. But it matters to algo traders, who leave footprints of price action, which affect sentiment, so it does matter. Also, it leaves me unsettled that they're possibly getting some of the most basic things wrong. I get their jobs are stressful and there's a lot on the line here, that's why you have to dot your i's, cross your t's, because everything matters. To be clear, I don't know for a fact who's error this was, but I'd speculate it was the company. (Here's a normal press release from the company timestamped at 7:05AM ET. There are many other examples on the site that corroborate the 7:05 ET pattern) https://t.co/miNzObOZP7 Disclosure: Creek Drive and its affiliated funds hold a long position in QURE. Views expressed are current opinions for information only, subject to change and are not investment advice or a recommendation to buy or sell any security. Investing involves the risk of loss and past performance is not indicative of future performance. See the disclosures link in my bio for more important information.

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Post Q3 EVC Update

EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.

EVC $832M
Nat Stewart - Stock Picking Newsletter 23 clicks

Entravision Q3 Update

Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…

EVC $832M
The Value Road 4 clicks

GREAT DEC-TECTIVE WORK

Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…

DEC $900M
The Oak Bloke 2 clicks

Problems at Twist Bioscience (TWST)

Twist Bioscience’s $200 rebound followed an Anthropic-linked short squeeze, yet its DNA and protein services face broad competition while…

TWST $8B
Hunterbrook 4 clicks

VSH Earnings Review

Vishay reported record Q3 revenue of $979 million, up 24%, and guided Q4 to about $990 million as rising backlog and margins contrast with…

VSH $3.6B
Cestrian Capital Research 3 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 4 clicks

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