Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Monday, November 9, 2026

Back to the front page

Seed Corn

Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office assets to fund future deals.

XRN $402M
Orphan REITs 2 clicks

From X

@leevalueroach

Lee Roach on X

Back in February I wrote up Sunstock $SSOK, a tiny public company that owned Mom's Silver Shop, a single coin shop in Sacramento. The thesis was simple. The last public financials showed 27,317 oz of silver and 80 oz of gold. At the time, with silver at $113 and gold at $5,340, that was about $3.5M of bullion. The market cap was about $67k. Liabilities were about $753k. Net of those, I got about $2.76M of value, or about $0.45 a share. The catch: the company went dark. In March 2025 it filed a vague late-filing notice, then nothing. The stock moved to the expert market. The shop closed. Someone reached out and told me the prior owner had said the CEO was arrested for fraud and his home and store were raided. I've never been able to confirm that. So it came down to two outcomes. Either the metal is gone or fake and this is a zero, or it's real, authorities have it, and something eventually comes back to shareholders. Where it stands now The metal has gotten cheaper. Silver is around $53 and gold around $4,010. That puts the bullion at about $1.78M. Net of liabilities, about $1.02M, or about $0.17 a share. The stock is quoted around $0.0185, a market cap of about $113k. So it's still about 9x on paper, down from the roughly 40x I wrote about. Most of that move is just silver coming off its highs. All the non-news No SEC filings since the March 2025 notice. Still flagged delinquent. No DOJ press release, no court record, no local news I can find tying the CEO or the company to an arrest, raid, or seizure. No receivership or custodianship filing I've found. One odd data point: in June 2026 the transfer agent verified a new share count, 6,121,873, up 15,000 shares. Small, but someone is still dealing with the transfer agent. That's it. Eight months of silence. So here's the ask If anyone knows anything about $SSOK, Sunstock, or Mom's Silver Shop in Sacramento, I'd love to hear it. Court records, the transfer agent, the former owner, people who used to shop there, anything. Let's see if we can piece this together. DMs are open.

Investor Letters

All letters

Diamond Estates: Research Note

Diamond Estates converts $4.7 million of Lassonde debentures at a 69% premium, cutting debt to $10.9 million and raising Lassonde ownership…

LSDAF $1.2B
Atrium Research - Equity Research 1 click

Vicor Update, Part Four

Vicor’s Federal Circuit hearing put Foxconn’s disputed patent license under pressure, reinforcing its AI server royalty model and licensing…

VICR $6.8B
CV's Substack 2 clicks

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
MTMTY · short

Metlen Energy & Metals PLC

Metlen Energy & Metals faces a 40% short case centered on its overpriced aluminium, alumina and Greek power businesses.

MTMTY $6.8B
Value Investors Club

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 24 clicks

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

Publications we follow

Every publication on this site, hand-picked.

129 publications

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 77 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.