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Sunday, November 8, 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

@AsifSuria

Asif Suria on X

When we write about insider transactions for our weekly Insider Weekends articles, we are often focused just as much as the insider buying the stock as the company they are buying. Earlier this year, when writing about insider purchases at GeneDX $WGS, we wrote the following about Keith Meister of Corvex Management and his excellent track record with insider purchases. Last night we noticed that he picked up an additional $51.74 million worth of $MGM stock now that the acquisition saga with People $PPLI is over.
@aleabitoreddit

Serenity on X

Cyberoffense/defense is probably going to eat up a TON of compute and end up a continuous compute-intensive arms race. Even $AMZN CEO thinks cybersecurity would take up 20% of tokens consumed for the next year. It's literally a problem of how much you throw at compute for vulnerability discovery + model capability, from of my chats w/ Horizon3. And this is going to become a nation state issue, as seen with the implications already with PHP to vulnerabilities with banks/infrastructure from AI swarms. But people see this and throw money at $CRWD, $NET, and others, which I was saying was a bubble. If it's a compute issue, the economics go to the infra, from neoclouds to $NBIS to networking like $AAOI. We'll likely see swarms go wild from aggressor nation states in the next few years. And any country, whether that's Japan or EU that don't have their own capabilities might suffer severe damage. US spent $11T+ cumulatively (inflation adjusted) on Nuclear weapons and we're like ~$1.8T into the the "cyber-nuclear weapon" equivalent of that And this is not even including the endless other economic implications from AI in other fields from advancing cancer discovery to workforce automation with physical AI. It's hard to measure AI sustainability if $50K in compute spend from a foreign actor can take down $10B of your own infrastructure. AI has become a bipartisan national security issue, and even Democrats would not want China overtake the US in this field.

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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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