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

Wednesday, November 11, 2026

Back to the front page

From X

@leevalueroach 1 click

Lee Roach on X

Liftoff $LFTO talks about how the app market is expanding from vibe coding and there are more apps than ever that need to use a DSP to get users. "So the road map ahead of us is vast. And the market itself, and this is really an interesting point. AI itself in the hands of our customers is also producing a benefit for us. So we benefit 2 ways. We have Cortex. Our customers now are benefiting from LLMs. Many more apps have been created in the last year than prior years. That's pretty well documented. We also have different kinds of user journeys that are now being created by our customers that couldn't be created before that are much more intelligent. And so all of that capacity and intensity that customers are bringing to apps, that flows into the data that we get. So we're learning. Our customers are learning from user engagement. And it's a pretty beneficial cycle that we're just starting to touch on as LLMs start to get more and more popularized out there and we're really excited about what's to come."
@aleabitoreddit 3 clicks

Serenity on X

I made a new “It’s All Over” portfolio today of even higher beta names than $AAOI. The requirements: 1. Fell off a cliff 2. Lower than when they announced their catalysts 3. Increasing fundamentals 4. Looks like the chart 5. Short interest spiking Stuff like $ALMU at $7, $CIFR at $8, $ASTS at $39, and some Leopold trades like $TE at $2.5, $SHAZ at $25. Not a recommendation, just curious how this performs into year end while doomposts are everywhere. Anyone got any other ones?
@stockgutter 1 click

SG on X

$ZURA Q3 report looked fine to me. All eyes awaiting H2 readout. Just bought this last week, covered by calls. Options premia were off the charts then and still are quite large (e.g. while the stock was trading 3.36, my net price for the portion I covered with Nov 5C was 2.46. Even less for the portion I covered w Mar 7.5C). I realize readout could occur before Nov expiry and the options reflect the risk of a bad readout. I'm comfortable taking that risk.

Investor Letters

All letters

The AutoNation Story

AutoNation shed rentals and megastores, focused on dealerships, and retired 91.1% of its shares through buybacks after its 1990s roll-up…

AN $5.9B
Cannibal Stocks 3 clicks

The 10-Q Fills In the Buyback

Empire State Realty Trust bought $86.1 million of stock through November 6, while corrected sum-of-the-parts values range from $9.12 to…

ESRT $1.3B
Orphan REITs 2 clicks

No title

SpaceX’s $24 billion Starbase power plant, Microsoft’s Oracle capacity cuts, Riot’s $72 billion AI lease and Quanta’s sell-off frame…

RIOT $6.6B
Monte Independent Investment Research 3 clicks
OSW · short

One Spa World

OneSpaWorld (OSW) faces about 37% downside as its valuation requires unattainable growth in average revenue per customer after major-market…

OSW $3.1B
Value Investors Club

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 3 clicks

Seed Corn

Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…

XRN $372M
Orphan REITs 3 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 2 clicks

Publications we follow

Every publication on this site, hand-picked.

130 publications

Newsletters 110

YouTube 4

Blogs 15

Seeking Alpha 82 of 283

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts
Nominate an account

Investor letters we follow

369 firms

Sectors

Ordered by how often our editor reaches for them.