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

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@BrokenMoats 2 clicks

Broken Moats on X

Wish there were more stories like these, channels the ethos of Henry Ford. Not the wage part and 401k growth as much as it is $COST commitment to this family's health care needs and work schedule to accommodate unfortunate life circumstances. A true virtuous cycle here of being a good corporate citizen and employer, being honest and fair with consumers and being rewarded with strong loyalty and financial success. Makes you want to be a Costco shopper (current) and shareholder (not yet) when you read this:
@BrokenMoats 1 click

Broken Moats on X

$WDFC results are staggering when you read through them....then you get to the guidance and it does not reflect the monstrous quarter they just posted (relatively the same as the guide from Q1)....something is off with this company, they are either one of the worst non micro cap companies at forecasting their business (not a great endorsement of management and their processes). AND/OR they are playing games with inventory to influence the stock. I will reserve my own comments for private, but if you look back in recent years there are some odd swings in Asian /Chinese inventories in given quarters. Fascinated how a product that has been around forever with wide distribution posts a +30% print in Americas, 24% company wide. And the guide moves from 5-9% to 6-9% growth for the year?? What is going on?

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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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