Bullpen.News · the best place to find stock ideas

Bumble is being taken private

Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.

BMBL $783M

Modern Value Investing 3h ago 3 clicks

4h ago GLOO $291M

GLOO, part two

Guardian Research 2 clicks

8h ago NFLX $511B

Netflix Q3 Earnings Update

Rebound Capital 9 clicks

From X

@negligible_cap Sep 15

Negligible Capital on X

*META INTRODUCES META ONE SUBSCRIPTION SERVICE While I like META, wherever your estimates are at for # of $META users to start paying for a META subscription for social media and expanded AI features, they’re probably too high https://t.co/pBGGaYcKix

@stockgutter Sep 15

SG on X

@DeepSailCapital seeing far fewer good shorts now than usual. Considering $ROLR going into its launch of yet another prediction market.

@DeepSailCapital Sep 15

Deep Sail Capital on X

$RHI Looks solid for an entry here too.

@ACapitalLP Sep 15

A Capital on X

My issue with the JPM $APTV downgrade is the valuation framework. The report itself acknowledges RemainCo has a higher-margin software/interconnect mix and growing non-auto exposure, then continues to frame valuation primarily through a traditional auto-supplier relative-value lens. The entire point of the spin was to change the business mix. Why shouldn’t the valuation framework change with it?

@finphysnerd Sep 15

Myles on X

@DeepSailCapital $CURI. The licencing narrative is dead. They're playing accounting games with licencing revenue. Paying a dividend despite being very unprofitable. Streaming is declining. Still above a $100k market cap somehow.

@negligible_cap Sep 15

Negligible Capital on X

*META TO ROLL OUT NEXT-GENERATION ASTRID CHIPS AT END OF 2027 $META says the Astrid chips will save money and energy compared to $NVDA chips But okay NVDA's gross margins will stay at 80% forever https://t.co/mKQgc7MZ2b

@DeepSailCapital Sep 15

Deep Sail Capital on X

$CHPT on the recent move up seems like a good fade of a terrible EV business model that will continue to struggle. I think the move was partly a short covering so i think it fades over the next few months.

@DeepSailCapital Sep 15

Deep Sail Capital on X

$ARQQ was my top short going into last week, down 20% yesterday. I trimmed and will be adding on any moves up. It's years away from anyone caring about their product.

Investor Letters

All letters

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

Read past recaps

Sagimet Biosciences: The U.S. Acne Trial Is A Replication Exercise, Not A Discovery Bet

Sagimet Biosciences' denifanstat enters a fully funded U.S. acne registration trial after Phase 3 results, with SGMT trading below cash and…

SGMT $695M

Equity Eagle 9h ago 1 click

CoreWeave: It’s Not Dying, Not Anytime Soon

CoreWeave is compared with Amazon's early public years, when investors expected bankruptcy amid losses and dependence on outside capital.

CRWV $34B

Capitalist Letters 10h ago 13 clicks

Eli Lilly And Co. (LLY)

Eli Lilly's Mounjaro and Zepbound drove 2025 revenue to $65.2 billion as the drugmaker expands AI partnerships with Nvidia, Isomorphic…

LLY $1.2T

SixSigmaCapital: Navigating the Financial Markets 11h ago 10 clicks

Gladstone Investment: High Dividend Increases And NAV Gains, But Very Risky

Gladstone Investment's 50% equity portfolio drove NAV and dividend gains, but five holdings make up 44.5% of fair value and heighten Level…

GAIN $588M

Stephen Nemo 15h ago 2 clicks

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 17h ago 16 clicks

ServiceNow: The Shift From Seats To 'Assists' Uncaps Exponential Growth

ServiceNow is shifting from seat-based subscriptions to usage-based AI “Assists,” expanding revenue potential across its enterprise…

NOW $152B

Raul Shah 17h ago 2 clicks

Use of AI is boosting Snowflake’s revenue while mortal companies may take longer

Snowflake says internal AI use is lifting revenue and profit, while customers show early implementation success.

SNOW $111B

The Technology Letter 22h ago 5 clicks

Netflix Earnings, Business or Franchise, Disney’s Deal

Netflix’s earnings raise questions about whether its growth profile still merits a franchise valuation, alongside discussion of Disney’s…

NFLX $511BDIS $193B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 22h ago 3 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 23h ago 26 clicks

Carecloud News

CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.

CCLD $79M

Calvin Blissett 24h ago 9 clicks

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

NVO $172BMANE $4.8B

Cestrian Capital Research 27h ago 36 clicks

Is Microsoft Over-Earning on OpenAI?

Microsoft booked $24.1 billion from OpenAI in FY2026, nearly a quarter of Azure revenue, raising questions over finite, high-margin…

MSFT $4T

MBI Deep Dives 29h ago 19 clicks

RTX Corporation (NYSE: RTX) Q3 FY12/26 Earnings Update - Accumulate, Record $340bn Backlog, Zones And Stop Inside

RTX reported 11% sales growth to $25.0 billion, raised 2026 guidance and reached a record $340 billion backlog, while free cash flow fell…

RTX $259B

Cestrian Capital Research 30h ago 9 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 32h ago 13 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

Northrop Grumman posted 7% Q3 sales growth to $11.1 billion, lifted profit guidance and reached a record $109.6 billion backlog, led by…

NOC $73B

Cestrian Capital Research 33h ago 4 clicks

Disney: Century-Old Franchises at 14x Forward Earnings

Disney trades at 14x FY27 consensus EPS of $7.50 as parks, merchandise and streaming rebuild its franchise flywheel.

DIS $193B

Latticework by MOI Global 33h ago 10 clicks

[scuttleslops] AMZN, MTCH, SPOT, Open vs. closed models

Amazon’s fulfillment network and customer-review base limit autonomous AI shopping agents, whose referrals generate under 0.5% of major…

AMZN $2.8T

scuttleblurb 34h ago 11 clicks

💥Hain Celestial: Earthly Issues💥

Hain Celestial sold its North American snacks business for $115 million as declining sales and EBITDA left $558 million of secured debt…

HAIN $26M

PETITION 34h ago 6 clicks

Taiwan Semiconductor: The Margin Peak That Isn't

TSMC says 2nm ramp costs and overseas fabs are temporarily pressuring gross margin as AI demand keeps semiconductor supply tight.

TSM $2.2T

Gil Rotstein 35h ago 10 clicks

Monte Investments Market Brief Vol. CXXXII

CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…

CRWV $34BMYRG $4.4B

Monte Independent Investment Research 35h ago 8 clicks

Latest News

Negligible Capital on X

SG on X

Deep Sail Capital on X

A Capital on X

Myles on X

Negligible Capital on X

Deep Sail Capital on X

Deep Sail Capital on X

Investor Letters

Recent recaps

Latest recap

Publications we follow

Newsletters 108

YouTube 4

Blogs 15

Seeking Alpha 54 of 245

X accounts we follow

Investor letters we follow

Sectors