New Ask Claude or ChatGPT about any stock, using Bullpen. Bullpen in Claude or ChatGPT. 7 days free
Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Tuesday, November 10, 2026

Back to the front page

Insider activity October 2026

Asian insider buying reached $2.9 billion in October, the highest since 2018, with South Korea and Thailand leading. The report highlights Bank Rakyat Indonesia among five purchases.

BKRKY $23B
Asian Century Stocks 1 click

From X

@AsifSuria

Asif Suria on X

Yesterday we recorded a podcast covering two potential deal situations including rumors of Marvell $MRVL acquiring Lumentum $LITE. The deal was confirmed a few minutes before the podcast was uploaded to YouTube this morning. As a Marvell shareholder I was not particularly happy about this deal as I discussed in the podcast and the price action late last week and this morning confirms the market feels the same way. You can check out the podcast on Spotify, Apple Podcasts and YouTube here:
@aleabitoreddit 1 click

Serenity on X

$LITE standalone would likely be up on earnings after their new $5B CPO/NPO announcement (separate from $NVDA). The margins on that are likely 60%+… which shows how profitable laser players would be at scale. (Greensboro alone would be $5B revenue/year) In terms of the $MRVL deal: - Extremely positive for Marvell strategically. Also makes remaining laser players very valuable - $LITE shareholders can cry though about the 1+ year overhang until deal goes through in 2028. There’s less independent price discovery as well since a lot of it will be pegged around 4.5 Marvell shares : 1 - I think Lumentum shareholders probably would be happier if Marvell shares didn’t crash before the deal was announced.. since it was originally valuing $LITE at $115B with a 23.9% premium. - Marvell dropping does show the downside of the deal straight away though, if it rose then $LITE shareholders might be a tad happier given valuation. Having a fixed dollar MC value floor probably would have been better than the 4.5x:1 ratio. There was a lot of long $LITE, short ___ pressuring other photonics valuations, so at least those trade pairs might unwind now

Investor Letters

All letters

Quick Value #337 - Dana Inc (DAN)

Dana is combining with Eaton’s Mobility unit via a 1Q27 Reverse Morris Trust after selling a division, delevering and accelerating buybacks.

DAN $2.1B
Value Don't Lie 2 clicks

STRL: 80 new electricians a week

Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…

STRL $7.6B
Trade Ideas Flow 1 click

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

DoorDash and Google

DoorDash and Google.

DASH $79B
Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 4 clicks

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 3 clicks
FND · long

FLOOR & DECOR HLDGS

Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.

FND $5B
Value Investors Club 1 click

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

Publications we follow

Every publication on this site, hand-picked.

129 publications

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 78 of 281

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts
Nominate an account

Investor letters we follow

360 firms

Sectors

Ordered by how often our editor reaches for them.