$TDOC Q3 adj. EBITDA +14%; $PRCH insurance sales +39%; $CROX raised FY view. Cash closes >8.99 / 21.12 / 150.40 put 9.89 / 23.10 / 153.93 in play. Risk below 7.90 / 18.75 / 139.32, respectively. Non-live; SMAs provisional.
Michael Hayes
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Exploring businesses, valuations & market cycles. Sharing perspectives, asking better questions.
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$CROX raised its FY outlook; $INSM BRINSUPRI Q3 sales +29% QoQ; $HWM Q3 sales +29% YoY. Cash closes >141.50 / 111.95 / 203.26 would favor upside. Risk below 127.28 / 107.87 / 198.68, respectively. PM snapshots; non-live.
$KDK's 75-truck deal, $PRCH Q3 sales +13%, $GKOS Q3 sales +58% set up a strong watchlist. Next cash closes >1.740 / 18.75 / 213.50 put upside in play. Risk below 1.360 / 18.12 / 191.62, respectively. AH, non-live.
$BHC's Q3 sales +10% and guidance raise stand out. $LITE reports Nov 5; $FTCI Nov 4. Next cash closes >7.88 / 1037.24 / 1.360 put more upside in play. Risk below 6.97 / 921.00 / 1.311, respectively. AH, non-live.
$AXGN Q3 revenue +26.2% YoY. Revised Oct28 cash close $49.25 (+31.47% vs Oct27), above $49.06. If the next cash close holds >$49.06, $51.00 stays in play. A close <$48.39 invalidates. Cash-close record only; no after-hours gain claimed.
