Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Tuesday, November 3, 2026

Back to the front page

TWLO Q3 FY12/26 Earnings Review

Twilio's Q3 revenue rose 20% to $1.56 billion, but Q4 organic growth guidance fell to 11% to 12% and RPO declined 28%.

TWLO $33B
Cestrian Capital Research 3 clicks

From X

@DOMOCAPITAL

DOMO Capital Management, LLC on X

Local oil change companies using vendors like Halron which get their supply from Shell are running out of OW-20 (includes Walmart / CostCo). Huge benefit to $MNRO who sources directly from Valvoline through an exclusive retail partnership. Soon places like TiresPlus, etc will have to implement massive price hikes that will drive market share for $MNRO. Really interesting situation especially since Ichan has economic interest of 33% in the company (16% share ownership / 16% swap agreement) and recently sold the inferior Pep Boys for a valuation that would price $MNRO at $25+. Now that Pep Boys has closed - wouldn't be surprised to see $MNRO get an offer very soon especially given their prime opportunity to take advantage of coming motor oil shortage.
@UCompounders 1 click

Undiscovered Compounders on X

Copart $CPRT just acquired $ACVA for $1.9B. The filings came out on the 17th, and I've spent 12 hours a day analyzing everything since. I read so much my eye drops stopped cutting it, had to switch back to vitamin A for the dry eyes. As usual, the reality is way more complicated than anything I've seen on social media so far. I break it all down, and what it means for my Copart thesis. Have fun. (Link in bio/below.)

Investor Letters

All letters

Stevanato down 30%. Yikes.

Stevanato fell 30% after forecasting low-single-digit 2027 growth as lower Nexa syringe volumes from a GLP-1 customer offset solid Q3…

STVN $3.6B
Best Anchor Stocks 3 clicks

Marvellous Value Destruction

Marvell’s proposed Lumentum deal risks alienating Cloudlight customers and losing engineering talent, despite limited optical integration…

LITE $48B
Irrational Analysis 2 clicks

FTAI Aviation Update, Part Two

FTAI Aviation’s $234 million Jereh JV deposit funds Power inventory, while customer concentration, lower cash guidance and pending U.S.

FTAI $17B
CV's Substack 5 clicks

BNTX Earnings Review

BioNTech's Q3 revenue beat consensus on €613 million of BMS partnership revenue, while COVID vaccine sales fell 35% and net cash totaled…

BNTX $22B
Cestrian Capital Research 1 click
BSP · short

Bending Spoons Spa

Bending Spoons is a software and digital-assets holding company that has completed more than 50 acquisitions since 2013.

BSP $29B
Value Investors Club 1 click

Publications we follow

Every publication on this site, hand-picked.

129 publications

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 74 of 277

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts
Nominate an account

Investor letters we follow

359 firms

Sectors

Ordered by how often our editor reaches for them.