Bullpen.News From Edwin Dorsey
Submit an Article

Monday, August 31, 2026

From X

@BrokenMoats

Broken Moats on X

Continue to believe that expiration this week will be the culmination in the software squeeze. Money will want to come off the table ahead of earnings season for the sector, and I think that will be followed with an acknowledgment from earnings that while their revenues are not at risk today - these companies still do face increased competition, lower barriers, higher costs for cloud/inference, and seat based model problems that will be challenging moving forward. The $WDAY rumor news was not the floor, it was the peak counter narrative to AI disruption.
@BrokenMoats

Broken Moats on X

Impressive just how many healthcare companies with no direct or derivative exposure today or at any point to the $MRNA news can rally 10%+ on the day. Be smart for these companies to pocket these gains with secondaries and solidify fragile balance sheets, but in the ultimate short term pump market their management teams will no doubt not want to interrupt their stocks squeeze potential and will not issue shares, but aggressively unload their options
@BlueDuckCap 1 click

BDC on X

Could happen. Also - there will be a massive 2ndary soon and insiders will start dumping shares. I wish this was a cure for cancer. It is not. If it ever even commercializes (still a big if) it will be just another thearaputic that will be sold along with Keytruda and in some cases may deter relapse. That's it. In fact, we may learn that the same lipid nano particles that the mrna technology relies on and which have been speculated to be a cancer causer in their own right (hint, they are) actually cause occurence of other cancers such as colon and pancreatic and breast. Does lowering recurrence in melanoma in exchange for a higher chance of colon cancer sound like a "cure"? I wish it was. No material position as of now. Congrats to bulls, I guess. $MRNA

Investor Letters

All letters

The Verra Sneerer (NASDAQ:VRRM)

Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…

VRRM $638M
The Oak Bloke 11 clicks

NCLH or her grandma Saga?

Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…

NCLH $7.2B
The Oak Bloke 16 clicks

Publications we follow

Every publication on this site, hand-picked.

56 publications
Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

50 accounts
Nominate an account

Sectors

Ordered by how often our editor reaches for them.