Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Monday, November 9, 2026

Back to the front page

Roblox: Capture This Moment

Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.

RBLX $35B
TSOH Investment Research 1 click

From X

@valuedontlie

Colin King on X

Ugly chart at $APTV Maybe one of my favorite setups right now despite "tough industry" dynamics... Lapping one-time VGNT spin costs so FCF should jump to $1B+ next year (on $8B market cap = 12.5% FCF yield) and committed to buyback stock with 100% of FCF through 2027 Assuming no operational/industry improvement, it's not hard to get $7-8 EPS by 2028 (vs. $5.70 in '26) As a bonus, this management team has done 2 spins in 10 years and wouldn't be surprised if they spin the (better) engineered components business
@InvestSpecial

Dalius - Special Sits on X

While everything is down, $RSVR keeps delivering. Another solid Q2, another guidance raise. The review of the founder-led bid keeps dragging on. Given the steady improvements in the business, I wouldn't be surprised if the special committee is holding out for a higher price. A bump certainly looks possible. But with the spread down to just 1.5%, the risk/reward isn't nearly as compelling anymore. Up 17% since SSI write-up. Trimming heavily 👇

Investor Letters

All letters

Floor & Decor 3Q26: Business Update

Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…

FND $5B
Speedwell Memos 1 click
VEEV · long

Veeva Systems INC

Veeva Systems is a vertical software company valued as if its best growth years are behind it.

VEEV $49B
Value Investors Club

A2Gold: Research Note

A2Gold’s first Taylor drill holes returned 20.96 g/t AuEq over 1.5m and 209.4 g/t silver over 10.7m, alongside 141.10 g/t gold at…

KGC $25B
Atrium Research - Equity Research 3 clicks

“Going Through Some Pain”

Dick’s Sporting Goods’ $2.4 billion Foot Locker acquisition nearly quadruples its store count and adds international exposure, risking a…

DKS $13B
TSOH Investment Research

The Monday Morning Briefing

Latticework’s weekly briefing spotlights discounted European assets including Barco, Bolloré, Brookfield and D’Ieteren, with catalysts…

BN $96B
Latticework by MOI Global 4 clicks

Publications we follow

Every publication on this site, hand-picked.

129 publications

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 76 of 280

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.