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 39h ago 2 clicks

39h ago PRM $4.8B

Perimeter Group 3Q26: A Decentralized Mini-Conglomerate

Speedwell Research 4 clicks

46h ago TIC $2.3B

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

Rebound Capital 2 clicks

From X

@LaughingH20Cap Oct 31

Laughing Water Capital on X

@yummyCenturyEgg @MGardnerDA1235 @dylan55917 1/x ) $NN it is not me that says the spectrum is considered clean. it is industry pros with decades of experience across engineering and valuation that consider it clean. I am happy to change my mind if you feel your use of ChatGPT should be weighted more heavily than pros.

@LaughingH20Cap Oct 31

Laughing Water Capital on X

@yummyCenturyEgg @MGardnerDA1235 @dylan55917 thank you for the work you did on $NN. I can see why you reached the conclusion you did when only looking at the trees you wanted to see. However, industry pros will tell you that the forest is very different, and that this spectrum is likely to be quite valuable. We will see.

@FriendlyBearSA Oct 31 1 click

The Friendly Bear on X

$BFAM this is quickly becoming Kindercare...a part time day care business with plenty of hair...at a massive premium valuation

@HedgeyeRetail Oct 30

Brian McGough on X

This $FND print is a VERY weak quality beat. Revs missed, with an increasingly negative exit rate for the quarter, which carried into 4Q. Pre-opening expenses lower, opex barely grew at an inflationary rate, and a lower tax rate accounted for all the upside.

@HedgeyeRetail Oct 29

Brian McGough on X

$BOOT just took up its unit growth goal from 900 stores to 1,200. This is a joke. The company needs to cap units at 500. It's building a fleet of long-lived assets for a transitory fashion trend. Management at $BOOT is delusional... CEO left for good reason.

@HedgeyeRetail Sep 25

Brian McGough on X

$BBWI at $26 might just offer the best upside/downside skew in all of retail across durations. The only one buying the stock today is the company, which is telling you something...

@MultiplesCap Sep 3

Multiples Capital on X

$LYFT vs $UBER

@MultiplesCap Sep 3

Multiples Capital on X

"Rally of the 2nd Tier": the runner-up is running the show over 6m/3m/1m time periods: • Silver > Gold ( $SLV > $GLD) • ETH > BTC • Small caps > S&P 500 ( $IWM > $SPY) Seeing it occur even in individual stock levels: • $AMD > $NVDA • $EXPE > $BKNG • $LYFT > $UBER What it implies: That breadth + beta has been improving, perhaps in anticipation of rate cuts and overall healthier economy than anticipated. Likely keeps the bull run going for now. Charts below

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 24 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 Nov 6 4 clicks

CareCloud (CCLD): A Second Sales Rep Talks. More Structure. Didn’t have a leader of sales for 18 months. That has changed. Organic growth through Medsphere?

CareCloud rebuilt its sales organization under Christopher Langehaug after 18 months without a sales leader, with a second sales rep…

CCLD $93M

Calvin Blissett Nov 6 5 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 3 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

CareCloud (CCLD): Q3 2026 Call Notes and Thesis. My biggest position, I’m bullish. To me it’s a multibagger

CareCloud’s Q3 revenue rose 9% through acquisitions but fell 8% pro forma; the RCM consolidator targets 25–30% margins by shifting acquired…

CCLD $93M

Calvin Blissett Nov 6 1 click

Artiva Biotherapeutics: Busted Biotech

ARTV $206M

Clark Street Value Nov 5 5 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

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

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

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Saturday, November 7, 2026

Laughing Water Capital on X

Laughing Water Capital on X

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Brian McGough on X

Multiples Capital on X

Multiples Capital on X

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