Bullpen.News From Edwin Dorsey
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Sunday, October 11, 2026

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@KEDM_COM

KEDM.com on X

ADW Capital continues to increase its stake in Compass Diversified $CODI, now already reflecting 14%. It's also good to see insiders buying shares on the open market. We flagged CODI a few weeks ago. ADW is pushing for a liquidation, stating that a wind‑down could unlock over $26 p/s, well above the current price. As a reminder, CODI’s share price collapsed last year on the accounting mess at its sub Lugano, forcing CODI to declare its 2022-24 financials unreliable. Lugano had hidden financing arrangements and misstated sales, inventory, and receivables. The fallout pushed CODI into forbearance, dividend suspension, reduced borrowing capacity, and eventually covenant breaches. The company has already questioned its ability to continue as a going concern; i.e., there is a good chance they'll liquidate.
@DOMOCAPITAL

DOMO Capital Management, LLC on X

$MNRO must buy all lubricants, non-lubes and service chemicals from Valvoline and can't market competing products. This is an in-depth partnership. Could there be a price increase? Sure, prices have already gone up this year quite a bit, but it won't be the price gouging type of supply that shops with no vendor will be facing. Two main points here. $MNRO is not in danger of running out of supply and if the price does increase, it won't be to the level of competitors without this type of relationship. I had a discussion with a manager at TiresPlus that points to exactly this. Prices so far this year have increased, but he said that the pricing he is getting from vendors he doesn't have a relationship with is multiples higher and he's going to have to pull the trigger with one of them within weeks.

Investor Letters

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A temporary glitch?

Coupang’s November 2025 cybersecurity breach tests whether a selloff is temporary despite its 28% Korean e-commerce share, 14 million-plus…

CPNG $27B
Asian Century Stocks 9 clicks

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…

GLNG $4.7B
WHAT ARE WE DOING? “Contrarians At The Gate” 3 clicks
ABSSF · long

Airboss Of America CORP

AirBoss is a large North American rubber producer moving away from its existing business mix.

ABSSF $137M
Value Investors Club 1 click

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 $91B
WHAT ARE WE DOING? “Contrarians At The Gate” 1 click

Namib Minerals: Research Note

Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.

NAMM $55M
Atrium Research - Equity Research 3 clicks

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