Peloton: Beyond The Bike
Peloton’s connected-fitness subscribers fell 9% year over year to 2.475 million, with another high-single-digit holiday decline forecast as management pursues a turnaround.
Thursday, November 12, 2026
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@DeepSailCapital Deep Sail Capital on X
I’m looking to short a lot of shitcos if they run here: $RGTI $IONQ $ACHR $QBTS just look at my Shortlist for names.
Deep Sail Capital on X
$QNT in Dec 1 Lockup. It trades at an insane valuation of 300 P/S as the market share count doesn’t count the economic interests currently not converted by Honeywell and Others.
Investor Letters
All letters- Minotaur Capital October 2026 CROX $7.3BHUT $7.3B
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 PNI $2.7B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $31B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7BSN $32B
- FCL Capital October 2026 ANPDF $28BCNSWF $52B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- City Different Investments 3Q 2026 FLEX $29B
Post-Memory Sell-Off, Hewlett Packard Enterprise Is More Compelling Than Dell
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Benjamin C. Barry 1 click
DoorDash’s FBA Moment
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WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon
WaterBridge grew Q3 revenue 16.9% year over year as Speedway Phase I lifted produced-water volumes, while pursuing large-scale data center…
Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
Lumen was upgraded to Accumulate after Q3 revenue fell 12% to $2.7 billion, while strategic business revenue rose 10% and reached 55% of…
TransMedics: 2027 Setting Up To Be A Pivotal Year
TransMedics targets multi-organ transplant growth through 2027 trials, OCS Kidney and European expansion after Q3 revenue rose 41% to $203…
Conviction Queue 
[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic
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Cat-Scratch Fervo
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Sea Ltd Earnings Update: Q3 2026
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CoreWeave (NASDAQ: CRWV) Stock Rating: Do Nothing After Q3 FY12/26 Earnings
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GFL · long Gfl Environmental INC
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Hindsight Capital
Hindsight Capital tests crisis-era investment decisions using anonymized company financials, including TransDigm, Halma and Texas Pacific…
New Buy : Honeywell Aerospace $HONA
Honeywell Aerospace, newly spun off as HONA, fell 41% from post-listing highs after Q2 2026 as supply-chain bottlenecks delayed revenue…
GitLab: Positioned To Benefit From Software Development Explosion
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Research and Value 2 clicks
Intuit: Still in Free Fall After Investor Day
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Reddit: DCF Valuation
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Oklo: Shares Have Plunged, But I'm Still Bearish
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Ian Bezek 4 clicks
TSOH Weekly Roundup (09/25/2026)
TSOH Weekly Roundup covers Ralph Lauren’s $1 billion distribution pullback, Peloton’s $2,195 foldable treadmill and $800 million…
IonQ: Nvidia QPU Catalyst Isn't Enough
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Deep Value Investing 
Single Stock Spotlight #15: Rocket Companies (RKT)
Rocket Companies combines Redfin, Rocket Mortgage and Mr. Cooper into an end-to-end homeownership platform, adding mortgage servicing fees…
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Sectors
Ordered by how often our editor reaches for them.
