Bullpen.News From Edwin Dorsey
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Friday, September 25, 2026

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@BrokenMoats 1 click

Broken Moats on X

Exceptional idiosyncratic short opportunities emerging from the on/off semi trade that is largely indiscriminately moving the markets and sectors each day. (been long opportunities that emerged too) Private credit exposed names have ripped off financial sector rotation and likely some short squeeze in heavily exposed names - names like $FG $MET $MFC (continue to tout these until their exposure is recognized by the market) Software - each name needs to be looked at on its own accord, the broad software is dead or alive from ai does not work. Big rally across the board has left more disrupted names like $PCTY and $PAYC up for the year now. Plenty of others that look good to build sort positions against (especially if you have long software/dats service provider exposure) Dispersion past quarter should set up some very interesting opportunities that should have to stand on their own fundamentals when earnings come
@ActAccordingly 2 clicks

PAA Research on X

Alpha where you least expect it... Over the past 3-months the FURNITURE space has delivered monster upside relative to the indices. Many of these legacy companies have pristine balance sheets, generate cash, and continue to modestly grow their order books despite the ongoing weakness in housing. These stocks in some cases were trading at close to zero EV ($BSET, $ETD) when including their real estate holdings. They remain cheap and have tons of earnings leverage to a housing upturn. 3-month returns: $BSET 47.7% $BOBS 30.8% $HOFT 17.5% $WSM 17.2% $LZB 14.7% $HVT 13.3% $SPX 6.4%

Investor Letters

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Research Roundup Vol. LIII

Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI…

ADI $203BONDS $4.3B
Monte Independent Investment Research 5 clicks
MBGL · long

Mobility Global INC -spn

Mobility Global Inc. will become a standalone public company through S&P Global’s spin-off of its Mobility division.

MBGL $5.2B
Value Investors Club 4 clicks

CoreWeave, Inc (CRWV)

CoreWeave funds GPU data-center expansion with debt backed by $104 billion in contracted revenue, while GPU cloud rentals generate roughly…

CRWV $49B
SixSigmaCapital: Navigating the Financial Markets 10 clicks

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