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.
Saturday, November 7, 2026
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marginofdanger on X
$BWEL annual meeting is next week in Pasadena. Since the last meeting, the company raised dividend back to $5/quarter and did the largest buyback in recent memory. Additionally, there is some new blood in the C-suite (although Jim Boswell is still there). Will be interesting!
A Capital on X
@SurfShopCapital Did $WULF price a convert at the lows?
Fajasy on X
$DGXX 👀👍🏽 https://t.co/lMgmE36ds0
George Noble on X
$OPEN is down a cool 80% from $10 when this “genius” opened his mouth. https://t.co/jXRs3HuY69
George Noble on X
How’s that $OPEN working out? https://t.co/5eKiKeh6lz
George Noble on X
We back to mocking you. LOL LOL LOL Thanks for playing. $OPEN @cvpayne why do you enable such listed as @ericjackson? https://t.co/HQToWLgEgg
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8B
- Forager Funds Management October 2026 OFX $72MPLT $99M
- FCL Capital October 2026 INTR $1.7BRSGN $876M
- Protean Funds October 2026 AAK $4.7BVIMGF $2.2B
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 MOD $5.2BSMTC $8.5B
- Akre Capital Management, LLC Third Quarter 2026 TOI $6.2B
- Allspring Global Investments Q3 2026 3406 $2.9B
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Entravision Q3 Update
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(Idea) Transocean - Near-Term Results Obscure A Brighter Future
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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…
A clear solution to the “problem”
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GREAT DEC-TECTIVE WORK
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Artiva Biotherapeutics: Busted Biotech
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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.
The Undercovered Dozen 1 click
TransMedics Group Inc Earnings Update: Q3 2026
TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.
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.
Wolfspeed: Still Bullish After A Post-Earnings Wipeout
Vince Martin 6 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…
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…
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…
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…
Caffital Research 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…
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