Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Latest News

Market capUnder $500B
All Over $50MOver $300MOver $2BOver $10B
All Under $1BUnder $10BUnder $100BUnder $500B
SectorsAll
Filter by sector
Tuesday, October 20, 2026· 9433 stock ideas· 220 writers·
20,357 views· 9,386 clicks

From X

@DOMOCAPITAL

DOMO Capital Management, LLC on X

Local oil change companies using vendors like Halron which get their supply from Shell are running out of OW-20 (includes Walmart / CostCo). Huge benefit to $MNRO who sources directly from Valvoline through an exclusive retail partnership. Soon places like TiresPlus, etc will have to implement massive price hikes that will drive market share for $MNRO. Really interesting situation especially since Ichan has economic interest of 33% in the company (16% share ownership / 16% swap agreement) and recently sold the inferior Pep Boys for a valuation that would price $MNRO at $25+. Now that Pep Boys has closed - wouldn't be surprised to see $MNRO get an offer very soon especially given their prime opportunity to take advantage of coming motor oil shortage.
@negligible_cap 1 click

Negligible Capital on X

$TMUS, $VZ, $T, teleco's continuing underperformance today after getting sold hard last week. GS last week blamed Instinct and Muse for the selloff given their ability to negotiate and cancel bills: "While US telcos traded down (TMUS -5.5%; AT&T-2% & VZ -3%) on concerns on X chatter around Meta’s Muse and rival AI agent Instinct has focused on their new ability to make outbound calls to U.S. businesses, including negotiating phone and cable bills on behalf of users. This could become a risk for telcos because AI agents can wait on hold, escalate with support teams, switch users to cheaper plans, remove add-ons and claim credits at scale—potentially increasing pressure on ARPU, retention economics and customer-service costs. The same risk applies to European names as these AI assistant role out. But its NOT just telcos as other industries could also face pressure -industries most at risk are those with recurring bills, negotiable pricing, confusing add-ons, high churn incentives and customer-service friction—including cable/broadband, insurance, utilities, banks/credit cards, subscriptions, travel, healthcare billing, retail returns, auto leasing and gyms. If AI agents can persistently call, wait on hold, compare offers, cancel services, claim credits and renegotiate terms on behalf of customers, companies that rely on inertia or under-claimed discounts could face higher retention discounts, lower add-on revenue, more support volume and weaker pricing power. PS – have been using Instinct for a week of so – its pretty impressive once you get past the hesitance of giving access to parts of your life (not brave enough on a bank account) – book restaurants, tennis courts, highlight must read emails – its also picks up inaccuracies of emails and sources what is inaccurate." - GS Sean Johnstone
@UCompounders 1 click

Undiscovered Compounders on X

Copart $CPRT just acquired $ACVA for $1.9B. The filings came out on the 17th, and I've spent 12 hours a day analyzing everything since. I read so much my eye drops stopped cutting it, had to switch back to vitamin A for the dry eyes. As usual, the reality is way more complicated than anything I've seen on social media so far. I break it all down, and what it means for my Copart thesis. Have fun. (Link in bio/below.)

Investor Letters

All letters

Free Recaps of the best new stock ideas, delivered every morning.

Read past recaps

LXS.DE: a 2028 sale it can force

Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.

LPTH $525M
Trade Ideas Flow 11 clicks

Build-A-Bear: A Narrower Path

Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.

BBW $317M
TSOH Investment Research 7 clicks
SKIN · long

Skinhealth Systems INC

SkinHealth Systems owns a dominant professional skincare consumables franchise but trades at roughly $115 million market cap and $255…

SKIN $73M
Value Investors Club

Semtech Analyst Day Review

Semtech raised Q3 guidance and targets $3.2 billion of fiscal 2030 revenue, excluding upside from its AI data-center optical and copper…

SMTC $16B
CV's Substack 13 clicks

Have a source we’re missing? Send your pick

Recent recaps

Latest recap

Sunday, October 18 32 stock ideas
  • What Lies Beneath: The Developer Building a Data Center on a Former Army Dump Laced With Munitions and Carcinogens Hunterbrook
  • DigitalOcean CEO: ‘We are not going to be extraordinarily leveraged like some others’ The Technology Letter
Read the recap

All recaps

Publications we follow

Every publication on this site, hand-picked.

130 publications

Newsletters 108

YouTube 4

Blogs 17

Seeking Alpha 52 of 241

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

90 accounts
Nominate an account

Investor letters we follow

189 firms

Sectors

Ordered by how often our editor reaches for them.

Anything we’re missing?

Send us a pick