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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From X
Dalius - Special Sits on X
$DH has rallied further in recent days, now up ~30% since the SSI write-up. A bump still looks likely, but with the stock 25% above the original bid, the R/R has changed considerably. No news or rumors that I could find. Taking chips off the table. Full pitch on SSI👇
Asif Suria on X
Maybe Jensen will mount a comeback the way @vishal_better did with $BETR It would be surprising if the board decides to oust him from $NVDA. What would this mean for the greater AI bubble with all the circular financing and such.
@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.
@DeepSailCapital Deep Sail Capital on X
$SHLS & $ARRY Merger / Short Report Review
Investor Letters
All letters- Asset Value Investors Ltd October 2026 4347 $112M6727 $597M
- Sandon Capital — Activist Fund October 2026 FWD $134MSPSY $111M
- Minotaur Capital October 2026 CROX $7.3BHUT $7.3B
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $411MFNCHF $530M
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $31BSNSNF $1.8B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7BSN $32B
- Forager Funds Management October 2026 OFX $71MPLT $95M
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Quick note on LSAK and GRPN
Lesaka expects its Bank Zero acquisition to close by end-January 2027, though it could still close this calendar year.
DoorDash’s FBA Moment
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WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon
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Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
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A Call with Cogent ($CCOI) CEO Dave Schaeffer: Data Centers, the $700M Refi and Life After T-Mobile
Cogent expects to replace roughly $100 million of T-Mobile payments ending in 2028 through cost cuts and high-margin on-net sales, while…
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 
I Called the YB CFO. Here’s What I Learned.
Yuanbao’s CFO says China’s new online-insurance rules target abusive sales practices, while Beijing increasingly frames commercial health…
Village Farms Well Positioned For Entry Into Texas Cannabis Markets (Rating Upgrade)
Village Farms posted record quarterly cannabis revenue, driven by international sales and expanded capacity, while positioning for Texas…
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[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic
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UNCY · long Unicycive Therapeutics INC
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Lesaka: A $4.69 Stock With a $20–30 Case
Lesaka CEO Ali Mazanderani has bought more than $10 million of stock while pursuing a $20 to $30 valuation case through targeted…
Alamar: The Consumables Flywheel Is Just Getting Started
Alamar Biosciences' consumables revenue rose 147% in 2Q26, lifting gross margin to 60% as the company expands into clinical diagnostics.
Petri Dish Reports 1 clickWhat I’ve Been Up To
Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.
Undercovered Dozen: Brookfield Renewable, Annaly Capital, Seagate, And More
Undercovered Dozen spotlights 12 lesser-covered stocks, including Brookfield Renewable, Annaly Capital and Seagate.
Lesaka: Why He's Betting Big | Ali Mazanderani | Ep. 5
Lesaka’s executive chairman has invested more than $10 million personally and targets EPS compounding above 40% through consumer, merchant…
I Finally Proved That the Market Is Not Efficient
Bread Financial’s 10-year Signet card deal transfers an estimated $526.5 million in NPV to Signet and $1 billion in payments, while BFH…
ezCater and the Other Half of Uber's FCF
Uber’s $2.3 billion cash purchase of ezCater extends its buy-versus-build strategy and raises questions about the price and capital…
L3Harris Technologies (NYSE: LHX) Upgraded Rating: Accumulate
L3Harris upgraded to Accumulate after a 38% stock decline, backed by 8% Q2 revenue growth, a $42 billion backlog and planned Missile…
Cerebras: OpenAI's Nvidia Move Doesn't Break The 750 MW Deal
Cerebras retains its 750 MW commitment despite OpenAI's Nvidia move, but TSMC supply, owned capacity and gross-margin recovery remain the…
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Seeking Alpha 82 of 286
Adam Schadt
Albert Anthony
Alexander Grover
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Arizona Equity Research
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JR Research
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Khaveen Investments
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Lee Bailey
LL Insights
Long Player
Louis Gerard
Marc Gerstein
Melissa Tucker
Mike Arnold
Mike Zaccardi, CFA, CMT
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Myriam Alvarez
Oakoff Investments- Petri Dish Reports
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Prakhar Agarwal, CFA
PropNotes
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Seeking Profits
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The Alpha Analyst
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Conor Maguire | Value Situations
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Dalius - Special Sits
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DOMO Capital Management, LLC
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Fierce_beast
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George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
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junkbondinvestor
kab60
KEDM.com
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Kuppy
Laughing Water Capital
Lee Roach
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Maius
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marginofdanger
mavix
Mike
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Mr Neutral Man aka "Howard Marks of REITs”
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Myles
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Negligible Capital
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Prepared Remarks
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SG
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Timyan Bank Alert
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Undiscovered Compounders
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Investor letters we follow
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- Weitz Investment Management
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- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
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Sectors
Ordered by how often our editor reaches for them.
