Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Thursday, September 10, 2026

Back to today

Zack Buckley on $PRTH's take private

Priority Technology’s chairman offered $6.00 to $6.15 a share to take PRTH private, while Zack Buckley argues Treasury Solutions and comparable sales support $12 to $19.

PRTH $479M
Yet Another Value Podcast 3 clicks

From X

@orrdavid

David Orr on X

$SOXX made a sharp dive in from June 30th to July 29th. The fact that it still hasn't recovered a month and a half later makes this look a lot more like a 2000's twilight-before-the-collapse market than a 1999 bear trap. Put that another way: On a sharp sell off, you can easily point to technical / positioning factors being the cause. Situational Awareness's blow up could have been a textbook example. But it's just not working that way. In fact, we had a sharp sell off, and there's seemingly no fuel for a rebound despite AI improvement news seeming to come out strong. Markets have wisdom to them. It's worth listening, bull or bear. Right now, the set up seems super bearish, like the market knows there is a problem with AI. And the most likely problem I see is that there's simply no sites available to build more electricity-hungry compute centers. Someone smart I talked with recently pointed out politics could block AI as well ... which could exasberate that problem a bit by individual small local areas or by state and possibly by country. But I still think the root issue here is just not enough electricity, there's simple a hard barrier in the world of atoms that takes many years to resolve.

Investor Letters

All letters

Lululemon: Deep Dive Analysis

Lululemon’s Q2 revenue fell 4% and Americas comparable sales 12%, as markdowns, tariffs and activewear rivals pressure its premium apparel…

LULU $11B
Hated Moats 6 clicks
YOU · short

Clear Secure INC

Clear Secure's Clear Plus subscription business is nearing maturity despite recent bookings strength, supporting a short thesis on YOU.

YOU $5.2B
Value Investors Club

New Position: Volatility Merchant

A digital market-infrastructure platform dominant in rates and expanding in credit trades at 22 times free cash flow, with 45%+ FCF margins…

TW $24B
Aurelion Research

Quick Value #322 - FuboTV (FUBO)

Fubo's Hulu Live merger leaves Disney with 70% ownership and resets its 2028 EBITDA target to $300 million; at $10, it trades at 4.2 times…

FUBO $1.1B
Value Don't Lie

Matan on Stitch Fix

Stitch Fix’s rushed Freestyle pivot cannibalized its profitable Fix business, driving active clients below 3.4 million, quarterly revenue…

SFIX $379M
MBI Deep Dives 2 clicks

Publications we follow

Every publication on this site, hand-picked.

108 publications

Newsletters 91

YouTube 4

Blogs 12

Seeking Alpha 29 of 159

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.