Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Friday, November 6, 2026

Back to the front page

Post Q3 EVC Update

EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.

EVC $832M
Nat Stewart - Stock Picking Newsletter 23 clicks

From X

@convequity

Convequity on X

Batch size sets the trade-off between speed and cost in AI inference. An AI server answers many users at once by bundling their requests into one batch. Our $CBRS note compares this to running a bus. There are two ways to run it, and each gives something up. 1. Fill the bus. Put as many passengers as possible on every run. More stops slow each passenger's trip, but the cost of the run is spread across more people, so the cost per passenger falls. Larger batches do the same: each user's answer is slower, and the cost per token falls because the system produces more tokens from the same hardware. 2. Carry fewer passengers and stop less. Each trip is faster, but fewer seats mean the cost of the run is spread less well, so the cost per passenger rises. Smaller batches are fast for one user and raise the cost per token. So in the analogy, speed for each user is how fast each passenger arrives. Cost per token is cost per passenger. A system set up for one gives up some of the other. When someone compares two inference systems, check the batch size behind each number. A speed figure or a cost-per-token figure quoted without it cannot be compared fairly.
@KEDM_COM

KEDM.com on X

ProQR Therapeutics $PRQR CEO Daniel de Boer bought $513K across two separate purchases on July 7 and July 9, and a company director bought another $229.5K in late June (real money for a Dutch CEO). PRQR is a small-cap RNA-editing biotech backed by a major pharma partner: Eli Lilly. Their collaboration, running since 2021 and expanded in 2022, could pay ProQR up to $3.75 billion in milestones plus royalties, real validation for a company this size. The balance sheet just got stronger too: ProQR raised roughly $59 million in late June 2026, with Lilly buying in alongside the public offering to keep its stake intact, a vote of confidence from the partner who knows their science best.

Investor Letters

All letters

Entravision Q3 Update

Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…

EVC $832M
The Value Road 4 clicks

Axon 3Q26 Business Update

Axon cut full-year guidance after delayed federal Dedrone contracts slowed 3Q revenue growth to 28%, while software and services grew 43%.

AXON $31B
Speedwell Memos 4 clicks

GREAT DEC-TECTIVE WORK

Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…

DEC $900M
The Oak Bloke 3 clicks
AAP · long

Advance Auto Parts INC

Advance Auto Parts, AAP, is presented as a long idea following prior write-ups at $48.81 per share in January 2025.

AAP $2.9B
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 75 of 279

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.