Bullpen.News From Edwin Dorsey
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Saturday, October 10, 2026

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You Understand Now, Why You Came This Way

Brazil’s October 25 runoff puts Bolsonaro’s likely victory at the center of a bullish regional-stock case; Golar LNG (GLNG) also reports fresh news.

GLNG $4.9B
WHAT ARE WE DOING? “Contrarians At The Gate” 3 clicks

From X

@leevalueroach 2 clicks

Lee Roach on X

This is why I think Ryan Cohen put up $46 million dollars into $GME over the past few weeks along with other large insider buys. Pokemon card sales reached an all time high in August. Then in September it was Pokemon's 30th anniversary. It was the biggest coordinated event for Pokemon cards in history. Stores were sold out. Lines all over. GameStop probably made a killing. And this anniversary will continue until the end of the year with more sets dropping in Q4, which is the best quarter. GameStop is going to smoke the $650 million of EBITDA for 2026. I have it closer to $885 million. The core business is on fire. Get more info here: https://t.co/Re7vRQ6uHG
@BrokenMoats 4 clicks

Broken Moats on X

Anyone have any suggestions how Muse and Grokbot and more versions to come of agent personal assistants is bullish of communication stocks like $RNG and $FIVN? Took out some of the intermediary businesses like $EVER and some pressure on $EXPE earlier in the day but seems next level is EXPE, some of the insurance brokers, and then phone communication systems seem at the top of losers from changing engagement and channels for B2C and B2B comms
@leevalueroach

Lee Roach on X

If I was @ryancohen at $GME, I would drop the bid for ebay and instead go after Hasbro, Inc. They own Magic the Gathering and if Cohen could get ahold of the MTG IP it would transform the company. Hasbro is only a $12 billion market cap and GameStop has enough capital to do a deal there. Cohen could then dispose of the non-MTG junk and cut costs like crazy. The CEO of Hasbro made $18.6 million in 2025. There is so much bloat you can take out of Hasbro. It is filled with suits that don't own the company and make millions with no risk at the table.

Investor Letters

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Boyz in the Hood

Robinhood’s AI agents, 24/7 equity trading and 10:1 crypto perpetual futures encourage higher retail trading velocity, leverage and…

HOOD $98B
WHAT ARE WE DOING? “Contrarians At The Gate”

Golar LNG q2’26 Operational Update

Golar LNG ordered a $2.45 billion fourth FLNG vessel, targeting 3.5MTPA of capacity and $400 million in annual EBITDA under a 20-year…

GLNG $4.9B
Monte Independent Investment Research

Vertiv Holdings Co. (VRT)

Vertiv's 33% stock decline followed a 2026 forecast increase, despite a $15 billion backlog and rising AI data-center demand for power and…

VRT $94B
SixSigmaCapital: Navigating the Financial Markets
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Post Holdings INC

Post Holdings remains a large position after the stock's recent decline.

POST $3.3B
Value Investors Club

Research Roundup Vol. LV

OpenAI’s enterprise privacy push and Synopsys’s Factory 2 royalty model anchor a technology roundup, alongside oil above $100 and Bitcoin’s…

SNPS $97B
Monte Independent Investment Research

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