Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Latest News

Market capOver $10B
All Over $50MOver $300MOver $2BOver $10B
All Under $1BUnder $10BUnder $100BUnder $500B
SectorsAll
Filter by sector
Sunday, October 18, 2026· 5424 stock ideas· 217 writers·
18,549 views· 8,617 clicks

From X

@BrokenMoats

Broken Moats on X

Rate sensitive / consumer spending names starting to really take on water with rates and oil up....Game theory probably suggests the administration is likely to pull more tricks out of their sleeves leading into the midterms to try and increase affability and control rates (at least for talking points). --- Already witnessing a vert activist treasury secretary that (at least so far) did not succeed with his 6B buyback (but next month when the TGA refunding comes out I imagine he will use a much bigger mechanism to manipulate rates through the election) --- I also think the fed is much less likely to raise rates then the market is pricing (the committee members even beyond Warsh do not have the will to raise (Powell, Williams, etc) --- I also believe they will announce some sort of housing plan to have as a talking point for the closing stretch of these raises (down payment assistance, rate support, mass housing supply push on federal lands, etc). Does not matter if they never follow through, but something to come in mind as we play out the coming months I think some select housing plays that are blown out on weak starts, high rates, poor affordability, high commodity prices, etc. could be putting in attractive setups to go the other way for the coming months to election ($QXO, $LOW, $BLDR, $SSD)

Investor Letters

All letters

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

Read past recaps

2026.42: Home At Last

Stratechery’s weekly bundle covers Apple HomeView and SpaceX’s cellular ambitions.

AAPL $5T
Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 4 clicks

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.

NFLX $511B
TSOH Investment Research 11 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” 51 clicks
LLY · long

LILLY (ELI) & CO

Eli Lilly trades at 33 times this year’s earnings and 26 times next year’s, versus roughly 12 times for big pharma peers.

LLY $1.2T
Value Investors Club 2 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 25 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 27 clicks

TSMC Q3 FY12/26 Earnings Review

TSMC reported excellent Q3 results, guided Q4 revenue growth higher and saw its shares slip despite strong AI-driven earnings momentum.

TSM $2.3T
Cestrian Capital Research 9 clicks

Have a source we’re missing? Send your pick

Recent recaps

Latest recap

Saturday, October 17 31 stock ideas
  • SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate Eagle Point Capital
  • Expert Call | Q3 2026 Optical Components Market Dynamics, Vendor Market Share, & 2027 Growth Outlook P Equity Research
Read the recap

All recaps

Publications we follow

Every publication on this site, hand-picked.

129 publications

Newsletters 107

YouTube 4

Blogs 17

Seeking Alpha 52 of 238

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

88 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