Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Saturday, October 31, 2026

Back to today

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance points to a sharp slowdown.

VRRM $404M
The Oak Bloke 2 clicks

From X

@DeepSailCapital

Deep Sail Capital on X

I think you raise all good points around the negatives. Many investors have been burned by the company over the years. But I’d say this is in part exactly way there is such a huge opportunity in the stock here. I think if you really dig in and understand the industry and $SPCB recent wins you come away seeing just how huge of a runway they have and they have already secured a large amount of future revenue with their wins this last year
@majgeoinvesting

Maj Soueidan on X

👀 Potential $SIF InfoArb worth digging into… $RTX (Raytheon) just received a massive $22.9B, 7-year Tomahawk contract, with production targeted to ramp to 1,000+ missiles/year. What’s interesting is that Raytheon says the production ramp will “require investment across its supply chain and working with hundreds of small and midsized suppliers.” $SIF explicitly says its military-aerospace forgings are used in “Missile & Ordnance” applications. They also list Raytheon among its customers Given that Raytheon is now “looking across its supplier base to support an enormous munitions ramp,” does SIF maybe have a fighting chance here? There are probably more direct beneficiaries than SIF. But for its size, even a relatively small piece of the work could move the needle… it’s a rabbit hole worth digging into. 🔎… Time for @realLigerCub to step in :) Important caveat: I have found no evidence that SIF supplies Tomahawk, or even that its existing Raytheon relationship is tied specifically to Raytheon’s missile business.

Investor Letters

All letters

Namib Minerals: Research Flash

Namib Minerals’ How Mine mill reached 55,000 tonnes per month, 36% above prior capacity, while a proposed $30 million Ecobank facility…

NAMM $43M
Atrium Research - Equity Research 2 clicks

Bimergen Energy: Research Flash

Bimergen Energy filed for a Texas retail-power license to supply data centers directly and gained eligibility for federal contracts through…

BESS $19M
Atrium Research - Equity Research 3 clicks
SAMG · long

Silvercrest Asset Mgt

Silvercrest Asset Management is framed as undervalued while funding an ambitious investment cycle.

SAMG $85M
Value Investors Club

Unicycive (UNCY):

Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…

UNCY $104M
Triple S Special Situations Investing 4 clicks

Moon River Moly: Research Note

Moon River Moly’s updated Davidson PEA lifts after-tax NPV to $1.24 billion as flotation raises tungsten output 350% and cuts molybdenum…

MRIVF $22M
Atrium Research - Equity Research 4 clicks
BMBL 2026-10-21

Bumble is being taken private

Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.

BMBL $788M
Modern Value Investing 8 clicks

GLOO, part two

Gloo faces related-party deals, insider-heavy IPO ownership, acquisition losses and $84.5 million of CEO-backed puts as it burns cash and…

GLOO $274M
Guardian Research 4 clicks

Carecloud News

CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.

CCLD $75M
Calvin Blissett 12 clicks

Publications we follow

Every publication on this site, hand-picked.

129 publications

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 69 of 272

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts
Nominate an account

Investor letters we follow

253 firms

Sectors

Ordered by how often our editor reaches for them.