Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Latest News

Market capOver $300M
All Over $50MOver $300MOver $2BOver $10B
All Under $1BUnder $10BUnder $100BUnder $500B
SectorsAll
Filter by sector
Wednesday, October 21, 2026· 9787 stock ideas· 218 writers·
22,046 views· 10,331 clicks

From X

@AsifSuria

Asif Suria on X

Came across another Flip Flopper Special last night: The organ transplant company TransMedics Group $TMDX is up more than 4% today in a down market after Director David Weill waited a few days beyond the six month period to buy stock at $81.63. The six month part was important as he would have had to give back profits to the company if he had purchased within six months of his prior sale. I looked at his history of purchases and sales of TMDX and he has gotten it right multiple times over the last six years. Dr. Weill, has been on the board of TransMedics since 2019 as an independent director and he was previously the Director of the Lung and Heart-Lung Transplant Program at Stanford University Medical Center. Much like the CEO of $TDW that was mentioned in my tweet below from December 2024, David Weill's last sale was on March 4, 2026 at an average price of $146.82. The insider purchase by the CEO of Tidewater, prompted us to write about the company for our January 2025 Special Situations newsletter and we added the stock to the model portfolio and I also hold it in my personal portfolio. I expect we will pretty much do the same thing with TransMedics for our next Insider Weekends article or our October 2026 newsletter.
@negligible_cap

Negligible Capital on X

Wingstop is down 12% today, at it’s lowest level since 2022. Lot of resturant stocks getting smoked I’m old enough to remember when seemingly everyone was shouting $WING from the rooftops at $400+ because it was up 400%+ in like a year Nearly every retail loved restaurant stock has a bubble moment at some point in time. WING, CAVA, CMG, SG, SHAK, PTLO just to name a few. They always get priced so optimistically and always decelerate. Hard stocks to own. Except $CAKE I guess. CAKE and Flower Child are hotter than ever
@blondesnmoney

Cluseau Investments on X

Today I sold the last of my $CBL position. The stock is up 114%, 105% ahead of the broader REIT benchmark, and 70-80% ahead of closely comparable peers. The thesis played out well, but with a likely interest rate hike tomorrow (impacting floating rate debt expense) and sizeable selling from a large holder, I think the risk to reward here isn't as favorable as it once was. As always, it's up to you to conduct your own research and form your own opinions. It's been a great run, but I'm happy to free up the cash to eventually deploy into more attractive opportunities as they arise.
@BrokenMoats 1 click

Broken Moats on X

One of the many ways how the new market structure is so frustrating at times..... $EXPE moves higher both days this week despite a significant increase in both rates (credit cards) and oil (jet fuel) that directly makes their business more challenged moving forward (weakened consumer + high airfares), but the power of sector buying Software/ai disruption (where an its sits) as people push out of semi and forced to cover their paired shorts overwhelms the fundamentals. Headless flows dominate the market

Investor Letters

All letters

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

Read past recaps

Why I sold OB pick for 26 SVM

Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite…

SVM $2.1B
The Oak Bloke 11 clicks

Vicor Update, Part Three

Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as…

VICR $10B
CV's Substack 21 clicks

Heico Corporation

HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…

HEI $43B
D Invests 8 clicks

Copper Fox Metals: Research Flash

Copper Fox’s C$9.1 million Schaft Creek program advances metallurgical, tailings, water and road studies toward a pre-feasibility study,…

TECK $31B
Atrium Research - Equity Research 5 clicks

Have a source we’re missing? Send your pick

Recent recaps

Latest recap

Tuesday, October 20 55 stock ideas
  • Vicor Update, Part Three CV's Substack
  • Is Microsoft Over-Earning on OpenAI? MBI Deep Dives
Read the recap

All recaps

Publications we follow

Every publication on this site, hand-picked.

128 publications

Newsletters 108

YouTube 4

Blogs 15

Seeking Alpha 52 of 245

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