Tuesday, November 10, 2026 · Bullpen.News

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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.

Orphan REITs 22h ago 2 clicks

Nov 6 EVC $832M

Post Q3 EVC Update

Nat Stewart - Stock Picking Newsletter 26 clicks

Nov 6 LOECF $726M

Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout

Bison Insights 4 clicks

From X

@InvestSpecial 2h ago

Dalius - Special Sits on X

Massive 44% bump in the $DDI buyout offer, now at $16.25/ADS. Great outcome, and pretty much exactly how we expected this to play out. No closing timeline yet, and the spread is now just 3.5%. Full pitch on SSI👇

@StableBread 7h ago 1 click

Fajasy on X

@Ironwh Ye but its cold storage which is bit different, but ur point is still correct.. tis why i started writing about $QMCO back in april and why it ran up ~300% from the $7 or so back then (at its peak)

@BarbarianCap 10h ago

Barbarian Capital on X

"stock fell nearly 40% after complaints that its oat bars posed a potential choking hazard" Toddler-Snack Recall Tests Organic-Food Maker Once Upon a Farm $OFRM

@pennycheck 10h ago

⚽️📡 on X

Fable 5.2 report card on the $ZIP call

@stockgutter 13h ago

SG on X

@lurker8679 I thought the ATM has been there for a few quarters and was barely used? Could be wrong. $HTZ has a refinancing hurdle especially as we get closer to 2028, and its too large to address with equity ATM or no ATM.

@stockgutter 15h ago

SG on X

Nobody knows how many shares of $HTZ are short today, but here are three data points that suggest the squeeze pressure is lessening: 1. price is going down giving the shorts an easy way out if they took it 2. borrow cost is going down and availability up at most brokers (IBKR below) 3. a personal anecdote: I had 50k shares lent out via Schwab's fully-paid secured lending program which were returned this afternoon.

@stockgutter 15h ago 1 click

SG on X

@SowingAlphaSeed great info. Its much more tame this year -- other than $MRNA $KOD $SG I can't think of many other names that melted up 100+% in the past few months. $CHPT is close.

@finphysnerd 15h ago

Myles on X

$SOC imploding couldn't have happened to a dumber group of assholes.

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…

The Value Road Nov 6 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…

The Oak Bloke Nov 6 4 clicks

This Week in Special Situations: Lear, AutoNation, NexPoint, AudioCodes, Xponential Fitness

AutoNation, Lear, NexPoint, AudioCodes and Xponential Fitness lead a 52-situation screen spanning buybacks, insider purchases, M&A and…

Latticework by MOI Global Nov 5 6 clicks

Array Technologies And Shoals Merger Creates Upside Potential

Array Technologies and Shoals Technologies plan to merge, targeting cross-selling and cost synergies as ARRY's order book holds firm and…

Caffital Research Nov 5 3 clicks

48 Top Stock Pitches (26th-1st November) [NO PAYWALL] 🖨️

Capital Employed rounds up 48 stock pitches, led by Greystone’s $14.50 target for organ-transplant logistics firm Strata Critical Medical,…

Capital Employed Nov 1 14 clicks

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…

The Oak Bloke Oct 31 3 clicks

Aura Biosciences: A Pivotal Trial Engineered With Room To Spare

Aura Biosciences expects pivotal Phase 3 bel-sar data in early choroidal melanoma in 2027, funded by $323.8 million of cash into the first…

Equity Eagle Oct 31

TSOH Weekly Roundup (10/30/2026)

Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.

TSOH Investment Research Oct 30 1 click

Build-A-Bear (BBW) Part II: The Scion Capital Analyst Tempate and the All Map

Build-A-Bear’s lease overhaul, off-mall expansion and partner-led wholesale growth reshaped a debt-free retailer with $80 million EBITDA,…

Cassandra Unchained Oct 29 3 clicks

This Week in Special Situations: Mattel, Winnebago, PayPal

Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.

Latticework by MOI Global Oct 29 3 clicks

KHTRF · long

Knight Therapeutics INC

Knight Therapeutics (GUD-T) is a long position built on confidence in founder Jonathan Goodman, following his earlier success with Paladin…

Value Investors Club Apr 27 2 clicks

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