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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

From X

@BrokenMoats 3 clicks

Broken Moats on X

Monster run past few days in retail -- $SHOP, $URBN, $EBAY, $ETSY $SHAK etc. especially considering where oil and diesel have traded and the results from $DPZ today..... seems selective still many laggards in each of those verticals - someone making a rates/inflation play or pure rotation slop as they sell chips? Weird(er) is the strength in rate sensitive plays like $w and even $trex relative t the rest of housing like $QXO, $BLDR, $low Opportunities in-between sectors to make our own call based on where you view the data
@AsifSuria 5 clicks

Asif Suria on X

Another large insider purchase by a director of Borr Drilling $BORR filed today (yesterday was a holiday for the SEC and so no Form 4 filings). This is his largest single day insider purchase coming in at $11.84 million. We had been watching him buy consistently for several weeks and decided to dive into the company in an Insider Weekends article last Sunday. As we did our research, we realized that he was the founder of the company. A couple of screenshots from that article in the next tweet.

Investor Letters

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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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