Bullpen.News · the best place to find stock ideas

SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate

SiriusXM trades at 6.5 times free cash flow, a 15% yield, with high short interest and catalysts that could drive a short squeeze.

SIRI $9B

Eagle Point Capital 16h ago 8 clicks

Oct 15 TBBB $6.8B

PesoRama: Research Flash

Atrium Research - Equity Research 5 clicks

Oct 15 MOD $9.2B

Modine Deep Dive

CV's Substack 16 clicks

From X

@catechwilliams Feb 18

catechwilliams on X

$GPGI Stagnating credit card manufacturer (fka CompoSecure). Levered up 4x to acquire commodity plastic injection molding company Husky. Last month CEO departed, this week CEO and CFO of Husky left. Now rudderless with very ambitious guidance almost certain to get revised lower.

@petition Feb 1

💥PETITION💥 on X

This chart is bananas🍌. $RGTI https://t.co/MzZKnXdc0b

@AltaFoxCapital Dec 28 2 clicks

Connor Haley on X

@AndrewTakes @taobanker @CGSCapital @Compounding_K @AKWilk 1: NATL ATMs predicted to be more stable/improving than declining. We address this extensively in our report. 2: absolutely when business is growing rapidly on a per share basis. Look at $DBD which trades at a big premium despite growing slower.

@HedgeyeRetail Dec 10

Brian McGough on X

This image of $WRBY price targets is laughable. 10 of them are below current stock price. We're either going to see downgrades, or an upshift in targets. I'm assuming the latter, but even the most bullish Old Wall analysts will come out at $50 tops. We're at $500. https://t.co/WNmlffRZYQ

@HedgeyeRetail Dec 10

Brian McGough on X

I absolutely LOVE the influx of $WRBY bears hitting me since our call. I have yet to hear an argument that shakes my conviction that this stock is going to double, then double again, and again, etc... https://t.co/4eQmjREfmA

@HedgeyeRetail Dec 9

Brian McGough on X

Our $WRBY 'buy with impunity' call said on Friday afternoon that it is a 10-bagger. That was premature. By the time we got done with some of the best modeling work and research I've ever seen (props to Ian Lukasik and Luke Eissler), we arrived at this name as a 25-bagger by the time we presented our case this morning. Yes, Our call is that this will be a $500 stock in 5-years. Let's go!!!

@HedgeyeRetail Dec 9

Brian McGough on X

Best Idea Short $OLLI missed on comp -- +3.3% vs 4.1%...and that's after the company called around to Old Wall and talked down comp estimates toward the end of the quarter from 7%. This was an extremely easy base effect...with a strong business cycle for off-price. This company -- if it was performing as it should -- should be comping 10% or better. Stock will be 50% lower over 1-2 years.

@HedgeyeRetail Dec 8

Brian McGough on X

CALL INVITE -> $WRBY | 5-Year 10-Bagger That Starts In 2026 https://t.co/cpKbAGLwDM via @hedgeye

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Breaking: The Offshore Monopoly Is Legal Now!

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The Monetary Matters Network Oct 12 8 clicks

Bristlemoon September 2026 Quarterly Letter

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Bristlemoon Capital Oct 12 9 clicks

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Trade Ideas Flow Oct 12 4 clicks

Jumping On The Robotics Train: Initiating Buy On Cognex

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CGNX $9.6B

Fountainhead Oct 12 2 clicks

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GLBE $6.4B

Substack von Philipp Oct 12 6 clicks

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SPHR · long

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Ignacio Planas Gonzalez Oct 13 1 click

Fannie Mae, Freddie Mac, Hong Kong stocks Value Stocks late in a Bull Market, and Consolidating a Big Short

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GKOS $9.7B

Myriam Alvarez Oct 11 4 clicks

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GLNG $4.7B

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LGN $4.8B

Monte Independent Investment Research Oct 9 3 clicks

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OGC $5.7B

The Bullionaire Oct 9 1 click

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Emerging Moats Research Oct 9 6 clicks

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