Sunday, November 8, 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 17h ago 1 click

17h ago PRM $4.8B

Perimeter Group 3Q26: A Decentralized Mini-Conglomerate

Speedwell Research 2 clicks

23h ago TIC $2.3B

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

Rebound Capital 2 clicks

From X

@StableBread Oct 28 1 click

Fajasy on X

On the no-equity point, $BRUN said Oct 26 it's closed more than $600M of non-dilutive project financing so far in 2026. Tho H2 alone needs ~$527-686M, so the mid-November Q3 report is the first check on whether it covers the build. And the July order plus Cohere add $160.7M/year starting 2027.

@HedgeyeRetail Oct 28

Brian McGough on X

$BOOT is taking up store adds by 10-15% for '27, but is taking DOWN revenue forecast. Can anyone with half a brain convince me that this is a positive development? Never ends well...

@DOMOCAPITAL Oct 28

DOMO Capital Management, LLC on X

You heard it here first... what a huge earnings beat for $PBI "Specifically, we added more than 30 new clients, representing an estimated two billion pieces of annual volume, as a result of this exit" https://t.co/uyMhmLTrHi

@stockgutter Oct 28

SG on X

Who is still short $HTZ at these prices, at this time of year, and at this borrow rate? Seems a recipe for disaster. For shits and giggles, I bought a chunk. I think they get a bit squeezy for the reasons @DeepSailCapital has outlined. Will probably cover with options, and of course did this in an account with a fully-paid secured lending program.

@HedgeyeRetail Oct 28

Brian McGough on X

We've been short $BOOT for the last $80 in downside. I think the stock still gets cut in half from here. Terrible trends this quarter -- squarely decelerating across the board into 3Q. E-comm SSS turned negative in Oct. In what world should ecomm EVER be negative? This company is signing below market rents and is overearning massively. Incremental ROIC looks deathly...

@absreturnchaser Oct 28

absreturnchaser on X

@essential6t7 @ChopraUSA Buyside more focused on $WU taken over by now. Was said they launched sale process post-bid. Think market still underestimating buyout odds, add to that high SI.

@absreturnchaser Oct 28 1 click

absreturnchaser on X

@mario_cibelli Not for $WU: decline comes from price cuts & higher commissions, which flow straight to profit. If future losses come from vol instead, much of hit offset by lower variable commissions. Plus H2 cost cuts puts break-even beyond 8–9%. write-down unlikely, bc GW tested with digital.

@junkbondinvest Oct 28

junkbondinvestor on X

Dave & Buster’s $691mm 1L TL due 2029: February: 94 Today: 56 Company has hired Moelis. Lenders have hired PJT and Gibson Dunn and signed a co-op. Everything is fine. $PLAY https://t.co/xituEvXHG7

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 44h ago 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 33h 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 43h ago 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 43h ago 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 43h ago 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

TNLIF · long

Trainline PLC

Trainline’s buyback and high free-cash-flow yield support a long thesis.

TNLIF $903M

Value Investors Club Aug 10 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 45h ago 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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Sunday, November 8, 2026

Fajasy on X

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