Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Thursday, November 5, 2026

Back to the front page

From X

@Mr_Neutral_Man 2 clicks

Mr Neutral Man aka "Howard Marks of REITs” on X

This is the main reason why we own 3 to 4 times as much of $CPT vs $MAA and $NXRT Blended leases up 1.0% in Q3 with new lease down 2% YOY vs new leases down 6% for MAA and down 4.5% for NXRT The renewal - new lease is too high for MAA for my liking. Much healthier for Camden Same store NOI -0.2% in Q3 vs -1.8% for MAA and -8.2% for NXRT (large chunky expenses that is not run rate for NXRT) @jayparsons
Mr Neutral Man aka "Howard Marks of REITs” NXRT $825M
@pennycheck 1 click

⚽️📡 on X

Okay let's give some context here : As if things for $DJT couldn't get any worse : DJT’s revenue last quarter was $1.67M, while it spent $46M on operating costs and lost $238M. Now the movement is dead, and the entire business literally, very literally, ends once Trump (80) moves on. As if things couldn’t get worse, they just cleared the SEC to merge with TAE. To do it they’re issuing another ~293M shares, roughly doubling the share count and cutting current shareholders to about half the company, for a business that has generated essentially zero revenue and has burned around $1.8B. Now you may be wondering why in the world DJT severely diluting its shareholders for a zero revenue cash incinerating science project ? Such intentions or anything near it were never discussed or disclosed ever it seems very very dillutive and random.... but once you understand the literal russian state along with putins closest envoys and oligarchs were are the founders of this multi billion dollar cash incinerator it suddenly begins to make a lot more sense.

Investor Letters

All letters

VSH Earnings Review

Vishay reported record Q3 revenue of $979 million, up 24%, and guided Q4 to about $990 million as rising backlog and margins contrast with…

VSH $3.6B
Cestrian Capital Research 3 clicks

Research Note

Nine Mile Metals is the subject of a research note.

VMSXF $14M
Atrium Research - Equity Research 4 clicks

New Ideas From The Road

Aurelion Research increased healthcare exposure and sees opportunities in banking and defense, alongside research on Alcoa, Nike, ONON and…

MDA $4.2B
Aurelion Research 4 clicks

Site Centers (NYSE:SITC)

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

SITC $192MCURB $3.6B
Real Assets, Real Value 5 clicks
ZOOZ · long

Zooz Strategy LTD

ZOOZ Strategy trades at a roughly 37% discount to the market value of its Bitcoin holdings and cash on a fully diluted basis.

ZOOZ $47M
Value Investors Club 2 clicks

Seer

Seer trades at $2.04 against $3.90 per share of net cash as activists press a board that rejected five buyout proposals and won reelection.

SEER $96M
Triple S Special Situations Investing 4 clicks

Hidden in Plane Sight

An aerospace company’s profitable core is obscured by a long-running FAA development program; approval, abandonment, or shrinking losses…

ASLE $233M
The Mikro Kap 3 clicks

Stranded Indium-Phosphide

Aeva’s high-power InP SOA design could supply NPO/CPO optical modules at roughly 17% gross margins, versus 51% for eight discrete DFB…

AEVA $625M
Irrational Analysis

TSOH Weekly Roundup (07/24/2026)

TSOH Weekly Roundup covers the Paramount-Warner court block, Xbox Game Pass’s subscriber shortfall and pricing reset, and Red Bull’s 28%…

SKYD $9.4B
TSOH Investment Research

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.