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 8h ago 5 clicks

21h ago CRWV $34B

Market Cracks Under AI Debt Burden | The Weekly Wrap

Steve Eisman 9 clicks

25h ago GLOO $298M

GLOO: Gloo's own filings make the short case

Guardian Research 7 clicks

From X

@red_dog_capital Oct 2 1 click

Red Dog Capital on X

$STK $WDC The cure for high prices is high prices! Demand destruction, substitution, capacity additions, etc. The invisible hand (almost) never fails!

@TidefallCapital Oct 2

Trevor Scott on X

@the_zack_zhu isn't $U skimming this model data here now?

@TidefallCapital Oct 2 3 clicks

Trevor Scott on X

$FICO CEO made more comp than $NVDA CEO the past 3 years. Lansing will be fired within 90 days and be immortalized in MBA case studies as the CEO who figured out how to blow up a government mandated monopoly. https://t.co/oyjbp6o9ma

@ACapitalLP Oct 2 1 click

A Capital on X

History will be kind to me for I intend to write it. $OWL https://t.co/J0bP2zt3CO

@kab604 Oct 2

kab60 on X

@CurryorNothing @JerryCap Isaacman could roll his stake, get rid of skittish public mkt investors, lever up to take advantage of the downturn across fintechs and then flip his stake down the line to a strategic when narrative has changed. That's what I'd do. Fiserv, $GPN - everyone in the penalty box. .

@kab604 Oct 2 1 click

kab60 on X

@CurryorNothing @JerryCap It's an easy PE target. Can run with higher leverage and take advantage of bombed out fintech sector, international story just starting to play out. And there's the non-zero chance $GPN is gonna $GPN when stock has re-rated.

@kab604 Oct 2

kab60 on X

@fundingregime @aurelius28 "It's a quagmire when you look at it just from the outside in because there's not that many providers in this space. So you would think there'd be a lot more pricing power than there is ... I just don't see pricing being a mechanism where it'd be like a 2% to 4% grower"- $FIS CEO

@kab604 Oct 2

kab60 on X

@fundingregime @aurelius28 $JKHY mngmt is pretty conservative (and company best-in-class). Their guidance suggests HSD revenue growth + expanding margins despite large investments. I can conjure up all kinds of negative scenarios (based on price action), but I don't see any evidence of that.

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

Read past recaps

TSOH Weekly Roundup (10/16/2026)

Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.

BMBL $783M

TSOH Investment Research 27h ago 6 clicks

Dorchester Minerals: Variable Royalty Income Without Enough Valuation Discount

Dorchester Minerals' 9.5% normalized yield and debt-free royalty model are offset by limited upside at $29.71, as extraordinary…

DMLP $1.5B

Atlas Diary 27h ago 1 click

Tuya: A Global Smart-Home Platform Priced Like a Cash Box

Tuya’s $976 million cash pile equals 94% of its $1.04 billion market cap as its smart-home platform returned to 16% revenue growth in Q2…

TUYA $1.1B

Substack von Philipp 35h ago 26 clicks

Fannie Mae Preferreds For Post-Midterm IPO Announcement

Fannie Mae and Freddie Mac could leave conservatorship through a 2026 restructuring and IPO, monetizing the government’s equity stake while…

FNMA $4.2B

Glen Bradford 35h ago 2 clicks

Is The Market Turning The Page?

CoreWeave’s debt and equity price action is framed as a wake-up call for investors amid a broader market discussion.

CRWV $34B

WHAT ARE WE DOING? “Contrarians At The Gate” 46h ago 51 clicks

PesoRama: Research Flash

PesoRama will reach 54 JOi Dollar Plus stores by November after raising C$28.4 million, funding more than 50 additional Mexican store…

TBBB $6.8B

Atrium Research - Equity Research 42h ago 5 clicks

Modine Deep Dive

Modine, soon Modexus Solutions, has a $4 billion hyperscaler cooling contract but must ramp factory output and restore margins as data…

MOD $9.2B

CV's Substack 46h ago 14 clicks

CoreWeave: Why Credit Markets See A 54% Chance Of Default

CoreWeave’s 2032 notes yield over 15%, signaling a 54% default probability as borrowing costs exceed rental yields on AI infrastructure…

CRWV $34B

Dustin Quasney 46h ago 21 clicks

AppLovin Deep Dive

AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens…

APP $88B

Speedwell Research Oct 15 24 clicks

Problems at Dream Finders Homes (DFH)

Dream Finders Homes’ controlling owner borrowed against DFH stock before the homebuilder agreed to finance an acquisition with costly…

DFH $764M

Hunterbrook Oct 15 12 clicks

TY · long

Tri-continental CORP

Tri-Continental Corp is presented as a long investment-grade fixed-income idea for portfolios with limited liquidity and diversification.

TY $1.8B

Value Investors Club Jul 18 2 clicks

Kraft Heinz: The Boring 2027 Long That Doesn't Need A Rich Multiple

Kraft Heinz expects brand investment and productivity gains to restore sales growth and protect 2027 margins against 4-5% cost inflation.

KHC $28B

The Alpha Analyst Oct 15 1 click

Park Aerospace: The Q2'27 Sell-Off Misreads a Sole-Source Defense Supplier

Park Aerospace’s 11% Q2’27 sell-off overlooks sole-source PAC-3 rocket-motor materials and A320neo engine composites, with missile capacity…

PKE $571M

Monte Independent Investment Research Oct 15 12 clicks

uniQure: The Market Graded The Wrong Exam

UniQure's Huntington's gene therapy faces an FDA accelerated-approval decision around November 1 after three-year data met both agency…

QURE $1.5B

Bhavneesh Sharma Oct 15 11 clicks

[scuttleslops] MRVL, APP, AMZN, Chips

Marvell is positioning networking, optical connectivity and server-management chips as AI data centers link GPUs, custom accelerators and…

MRVL $208B

scuttleblurb Oct 15 12 clicks

AeroVironment: The Value Is There, Growth Will Force The Market To Notice

AeroVironment's $465M LOCUST laser award and earnings beat support its 2027 growth outlook despite government budget uncertainty.

AVAV $6.2B

Melissa Tucker Oct 15 6 clicks

Constellation: Stars Aligning?

Constellation Brands trades near $127 at roughly 11x next-twelve-month EV/EBIT, with recent business results offsetting concerns over…

STZ $22B

TSOH Investment Research Oct 15 27 clicks

Breaking: The Offshore Monopoly Is Legal Now!

Transocean’s Valaris merger clears regulators, creating a 68-rig offshore driller controlling four in 10 global drillships.

RIG $6.2BVAL $5.8B

Cannibal Stocks Oct 15 39 clicks

October 2026 Random Ramblings

October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…

SOLS $9.7BSBUX $109B

Yet Another Value Podcast Oct 14 86 clicks

Everyone wants to defend CoreWeave but who really knows

CoreWeave faces fresh skepticism as another AI trade selloff collides with bullish defenses of the company.

CRWV $34B

The Technology Letter Oct 14 6 clicks

Latest News

Red Dog Capital on X

Trevor Scott on X

Trevor Scott on X

A Capital on X

kab60 on X

kab60 on X

kab60 on X

kab60 on X

Investor Letters

Recent recaps

Latest recap

Publications we follow

Newsletters 107

YouTube 4

Blogs 17

Seeking Alpha 52 of 235

X accounts we follow

Investor letters we follow

Sectors