Bullpen.News From Edwin Dorsey
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Tuesday, November 3, 2026

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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 margins and non-GLP biologics demand.

STVN $3.6B
Best Anchor Stocks 3 clicks

From X

@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.)
@calvinblissett 2 clicks

Calvin Blissett on X

Michael thank you for taking the time to write this insightful comment. I am not betting on one good looking quarter, however you may be surprised due to the short termism of Wall Street that could be all it takes to move the stock massively. I am not familiar with Hinge's new user experience, I do think $BMBL altering user experience will be good or at least eventually due to them constantly iterating and Whitney doing her best to keep her finger on the pulse of her audience. After listening to interveiws I am glad she is back

Investor Letters

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When the liquidity does not add up

Arbor Realty Trust’s dividend suspension is presented as creating $60 million of liquidity, raising questions about its ability to meet…

ABR $2.2B
John Hempton's Newsletter 4 clicks

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…

VRRM $333M
The Oak Bloke 3 clicks
PRIM · long

Primoris Services CORP

Primoris Services, a $5 billion EPC contractor, has fallen about 60% from its peak.

PRIM $3.9B
Value Investors Club

OSS Q3 FY12/26 Earnings Analysis

One Stop Systems grew Q3 continuing-operations revenue 36% to $12.6 million, raised FY2026 revenue guidance to $45 million, and used $11.8…

OSS $117M
Cestrian Capital Research 1 click

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