Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Wednesday, November 4, 2026

Back to the front page

Site Centers (NYSE:SITC)

Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties remaining and shared-services costs running through…

SITC $192M
Real Assets, Real Value 5 clicks

From X

@junkbondinvest

junkbondinvestor on X

The Cable One deal is getting messier by the day. The company had lined up a $1.3bn financing (backed by GTCR) to buy the rest of MBI and pay off its B-4 TL. CoBank then bought ~$90mm of the RCF the day before the deal was set to close (according to Cable One) and sued to block it the next day, claiming cable was insolvent and overpaying. Now a judge has granted a TRO. Bear in mind, all of this is happening while the business keeps shrinking.. $CABO
@StableBread

Fajasy on X

The CEO of Nubeva Technologies $NBVAF (TSXV: $NBVA) expects its third AI patent to be approved within two months, calling the rest “signature paperwork.” Nubeva, a ransomware recovery company, has been granted two of the four AI patents it applied for in 2024. CEO Randy Chou said in his October 5, 2026 interview on Nubeva’s YouTube channel that the patent office had sent an amendment on the third patent that week, which Nubeva plans to accept. The third patent covers detecting “nefarious or improper encryption” inside a binary (a compiled program in machine code), meaning Nubeva can tell when malware is encrypting files, even when the encryption is hidden. Spotting hidden encryption is also what drew AI data labeling companies (firms that turn experts’ knowledge into training data for AI labs) to Nubeva, Chou said. Nubeva hasn’t heard back on the fourth patent. Chou said the patent office told the company that AI patent applications are now taking much longer, with examiners reading filings as long as 150 pages vs. the ~30 pages he typically files (probably because of AI writing the patents). So the fourth patent, the last one Chou wants granted before pursuing a potential partnership or sale, is just a waiting game.
@majgeoinvesting

Maj Soueidan on X

It's on my list of things to do. I would like to know how much of that $2.3M Solano is requesting is cash/base vs bonus. Was it disclosed somewhere? Need to see the entire terms. His base is currently $370K and $500 in bonuses, split evenly between cash and stock. My feeling is that Solano made his request since he believes $RAVE "Pizza Inn is aiming for more significant growth this fiscal year." "Mr. Schwarz initiated a phone conversation with Mr. Solano the next day, August 27, 2026 where Mr. Schwarz indicated to Solano that his Requested Compensation Increase beginning Fiscal Year 2027 and increasing 2.5 times to $2.3 million annually for Fiscal Year 2029 could be discussed at the Board’s upcoming meeting, but that for Mr. Schwarz such a request was a “non-starter”. Four days later, the Solano Correspondence was delivered to the Company."

Investor Letters

All letters

Namib Minerals: Research Flash

Namib Minerals accelerates Redwing’s restart, targeting first gold this month and a ramp from 338 ounces monthly to 835 ounces by Q2 2027.

NAMM $46M
Atrium Research - Equity Research 6 clicks

Initiation Report

Nine Mile Metals is initiated under research coverage.

VMSXF $14M
Atrium Research - Equity Research 2 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

TSOH Weekly Roundup (10/30/2026)

Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.

BBW $371M
TSOH Investment Research 1 click

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
ONT · long

Onterris INC

Onterris, formerly Montrose Environmental Group, trades at 8.6x next-12-month EBITDA as an environmental consulting and response services…

ONT $739M
Value Investors Club 1 click

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 $22M
Atrium Research - Equity Research 3 clicks

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.