Saturday, August 29, 2026 · Bullpen.News

Skip to this day’s stories

Bullpen.News From Edwin Dorsey

Get Daily Recap Feedback

Veeva 2Q’26: “SaaSpocalypse” Cancelled

Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached 29.6%.

MBI Deep Dives Aug 29 10 clicks

Aug 28 RBLX $34B

Meta Buys Away its Distraction at Minimal Cost

MBI Deep Dives 7 clicks

Aug 24 ADYEY $32B

Stripe’s “Singularity” and the Divergence from Adyen

MBI Deep Dives 5 clicks

From X

@ChrisCamillo Aug 29

Chris Camillo on X

zero surprise $TTWO https://t.co/weuPg4PxZ7

@ChrisCamillo Aug 29

Chris Camillo on X

Well, that escalated quickly. $TTWO https://t.co/J56bmG6WiS

@irbezek Aug 29

Ian Bezek on X

$TEAM was at $56 just a few months ago, such efficient markets. Reminder, people only care about SBC when stonk prices are going down. Beware folks fitting a narrative onto price action. https://t.co/FaPZr8c7dn

@ChrisCamillo Aug 28

Chris Camillo on X

@PostmodernRogue @fkon1u @DumbMoneyTV what exactly do you think is priced in? >37M launch-quarter units? >45M? >50M? what ARPU? “priced in” isn’t an argument without numbers. There is upside and downside. Been crushing $TTWO GTA trades since ’99. Always happy to compare notes.

@stockgutter Aug 28 2 clicks

SG on X

I know one company that won't be sad August is coming to an end $BURL https://t.co/uOtSFz7nCf

@orrdavid Aug 28 2 clicks

David Orr on X

@taobanker $LULU's quality drop was like a bit worse every year, kind of hard to notice. And then all of a sudden...

@leevalueroach Aug 28

Lee Roach on X

Well looks like I’m going to get another chance to buy PayPal $PYPL as the market losses its entire ass because the buy out fell through. Back of envelope math here is $42.6 billion EV on $6 billion of free cash flow is a 14% free cash flow yield. Not bad! Growth hogs will piss their pants and cry about how there’s little growth.

@ChrisCamillo Aug 28

Chris Camillo on X

@SkillJoyed you have any idea how much money that would’ve cost me, having capital sitting in $TTWO since $100! in ‘22?

HMY 2026-08-24

Harmony Gold Mining: A Copper Pioneer By Capitalizing On The Gold Tailwind (Reaffirming Buy)

Harmony Gold targets copper at roughly 40% of future production, diversifying gold exposure while increasing sensitivity to commodity…

Prakhar Agarwal, CFA Aug 24 4 clicks

Shitcos, Griftcos, and alignment versus enrichment at $IREN

IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…

Yet Another Value Blog Aug 18 12 clicks

$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital

Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…

Yet Another Value Podcast Aug 17 9 clicks

Will Hubspot go the way of the Dodo?

HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…

The Oak Bloke Aug 16 9 clicks

[scuttleslops] ZTS, APO, FISV, TTD, RELY

Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…

scuttleblurb Aug 13 9 clicks

The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)

Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…

Bearhold Research Aug 13 9 clicks

Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers

GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…

310 Value’s Newsletter Aug 12 11 clicks

Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72

Glenn Schorr and Ken Worthington discuss risks in private-credit software loans, agentic AI at retail brokers, crypto use cases and bank…

Steve Eisman Aug 10 13 clicks

Coupang: 2Q26 Business Recap

Coupang’s product-commerce revenue rose 8% in constant currency as data-leak churn lingered, while promotions and underused logistics…

Speedwell Memos Aug 5 8 clicks

[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO

Old Dominion Freight Line grew Q2 revenue 10.4% and EPS 32.3% as pricing offset lower tonnage, while excess network capacity sets up…

scuttleblurb Jul 30

CHRW · long

C H Robinson Worldwide INC

C.H. Robinson faces new liability exposure after the Supreme Court unanimously allowed state negligent-hiring claims under the FAAAA.

Value Investors Club May 17

Publications we follow

Every publication on this site, hand-picked.

108 publications

YouTube 4

Blogs 12

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

68 accounts

Nominate an account

Investor letters we follow

78 firms

Sectors

Ordered by how often our editor reaches for them.