Saturday, November 7, 2026

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 23h ago 1 click

24h ago PRM $4.8B

Perimeter Group 3Q26: A Decentralized Mini-Conglomerate

Speedwell Research 4 clicks

30h ago TIC $2.3B

Earnings Review: AMD, MELI, TIC, XPEL, ZTS

Rebound Capital 2 clicks

From X

@convequity Jul 28

Convequity on X

The complacency is the point. Gas-directed rigs are still only in the low-to-mid 120s and the trend remains essentially flat. Turbine lead times run 3–5 years and the major OEMs are already sold out into 2029–31. Data-center announcements are loud today, but the actual incremental gas draw from behind-the-meter and new generation does not hit the system until the turbines arrive and the sites come online. That lag is why the market can keep treating gas as abundant through 2026–27 even as the structural deficit builds. When the convexity shows up, it will likely arrive later and harder than most are pricing. $EQT, $AR, $CRK

@mavix_leon Jul 28 2 clicks

mavix on X

Shelly Group $SLYG has exercised a Call Option for the acquisition of the remaining stake of 24 % of the share capital in its Slovenian IoT subsidiary Shelly Tech. The total purchase price for the 24%-stake under the exercised Call Option is EUR 0.9 million. https://t.co/qlSBzPVtnU

@cfrischer1 Jul 27

Charles Frischer on X

$NN An investor bought 5,000 Sept $15 option contracts today for $1.40. Assuming shares were $25 post NPRM, these have a 7x return or an implied 15% chance of happening. I think at $1.40, these options were priced far below intrinsic value. I like this trade very much. Very smart

@eriksen_tim Jul 27 1 click

Tim Eriksen on X

@TreyHenninger $THVB is similar to TRUX. I was taught to be skeptical of the SBA loan sellers. There are a few banks that have maintained decent mortgage origination income.

@eriksen_tim Jul 27 2 clicks

Tim Eriksen on X

Cedar Creek Partners Q2 letter released. 12.6% in 1H26 net of fees and expenses. $SODI $EXCE $HRBR $PHIG $ENDI $QUCT $STLE $SLBK $RVRF https://t.co/d794sYsHAT

@TheBenSchmark Jul 27 1 click

JabroniCoin.USD on X

Hmmm so what happens to China WFE and local semicap? $ACMR https://t.co/zCLlueeF3O

@OddDiligence Jul 26

Odd Diligence on X

This is 99% of SPAC targets. Think their company is gonna be the outlier, but they don’t understand how the market and finance world works, and never realize that they have no natural buyer.. no one cares about their product because they have no reason to care. Then they ultimately reverse split a few times and delist. I have talked to many targets over time and they are nearly always too stubborn and blinded. $BXBL

@irbezek Jul 25

Ian Bezek on X

@TidefallCapital I think macro beer is still deeply challenged, though I own a little bit of $TAP and $ABEV. I'm much more confident spirits will recover.

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 Nov 6 23 clicks

Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout

Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…

LOECF $726M

Bison Insights Nov 6 3 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 Nov 6 4 clicks

(Idea) Transocean - Near-Term Results Obscure A Brighter Future

Transocean’s 25.6% selloff reflects oil-market shorting and weak Q3 headlines, while debt reduction after the Valaris acquisition could…

RIG $5.8B

HFI Research 40h ago 2 clicks

Alpha Metallurgical Resources (AMR): Q3 2026 Earnings

Alpha Metallurgical posted a third consecutive quarterly loss as High Vol A coal margins fell to $14 a ton, while director Kenneth Courtis…

AMR $1.9BHCC $4.3B

Cannibal Stocks Nov 6 2 clicks

A clear solution to the “problem”

Shift4’s Q3 met guidance, but organic growth is decelerating, management credibility is weakening and leverage reduction remains too slow.

FOUR $3.4B

Best Anchor Stocks Nov 6 2 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 Nov 6 3 clicks

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

JFrog soars, Innodata’s robotics, Quantum duopoly

JFrog jumped 35% to $100.44 after another beat-and-raise quarter, joining the TL20 Special Situations group.

FROG $9.4B

The Technology Letter Nov 5 2 clicks

Wolfspeed: Still Bullish After A Post-Earnings Wipeout

Wolfspeed's negative Q1 margins and revenue decline have not changed the bullish case for silicon-carbide power devices in data centers.

WOLF $1.2B

Vince Martin Nov 5 7 clicks

HNRG · long

Hallador Energy Co

HNRG $435M

Value Investors Club Aug 9 1 click

Undercovered Dozen: NNN REIT, Weyerhaeuser, Vicor, And More

Vicor earns a Strong Buy after record Q3 results and AI gains, while QXO falls to Hold over capital structure and execution risk.

NNN $8.1BVICR $6.8B

The Undercovered Dozen Nov 6 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 Nov 5 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 Nov 5 3 clicks

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 5 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 3 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

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Saturday, November 7, 2026

Convequity on X

mavix on X

Charles Frischer on X

Tim Eriksen on X

Tim Eriksen on X

JabroniCoin.USD on X

Odd Diligence on X

Ian Bezek on X

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