Thursday, November 12, 2026 · Bullpen.News

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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.

TSOH Investment Research 2h ago 2 clicks

21h ago WBI $3.5B

WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon

310 Value’s Newsletter 4 clicks

21h ago LUMN $4.6B

Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

Cestrian Capital Research 2 clicks

From X

@TimyanBankAlert 7m ago

Timyan Bank Alert on X

$TRMK to merge into $HWC

@DeepSailCapital 12m ago

Deep Sail Capital on X

$CLBT Solid quarter, sets them up to beat full-year revenue guidance as Genesis is still accelerating & US federal still in a rebound.

@ACapitalLP 2h ago

A Capital on X

Interesting reaction in $KBR yesterday, down 6.7% following RemainCo Investor Day. Post-spin EBITDA baseline came in modestly below expectations, largely due to corporate costs and LNG normalization, but the underlying business still targeting 10%+ organic growth. ~$330mm of equity value erased seems excessive. SpinCo Investor Day today should be telling…

@StableBread 7h ago

Fajasy on X

@aleabitoreddit Ye, WT was 60.2% of $AMBA revenue in Q2, down from 71.3% a year ago. Tho for Ambarella it's mostly fulfillment, Wang said virtually all revenue still comes from their own direct sales teams. Macnica's 7-year deal is the first channel actually built to find new customers.

@DeepSailCapital 10h ago

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.

@BlueDuckCap 11h ago 2 clicks

BDC on X

$SNAP is a uncrowded bc Evan's track record as CEO and capital allocator is historically bad. Would you invest in a hedge fund that loses 40% a year? Nobody would. The bet the bulls are making, the few of us, is that @evanspiegel will see the light and do the right thing. I believe in him

@BlueDuckCap 12h ago

BDC on X

If only Evan at $SNAP had been sleeping around. Would be a banner year for Blue Duck! Sigh. Disclaimer: totally kidding. I like Evan. And I think SNAP equity has potential. And Evan is a good human which is why eventually he will do right be shareholders.

@BarbarianCap 13h ago

Barbarian Capital on X

Western Union Scraps $500 Million International Money Express Takeover $WU $IMXI

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 23h ago

Cat-Scratch Fervo

Fervo Energy raised $2 billion in its May IPO, then fell nearly 70% below issue price after a Morpheus short report, despite targeting 1 GW…

Doomberg 27h ago 5 clicks

Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update

LandBridge’s Q3 revenue rose 39%, while newly acquired pore space could lift pro forma EBITDA and cut its 2027 EV/EBITDA multiple from…

310 Value’s Newsletter 36h ago 2 clicks

Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings

Joby Aviation reported $55.1 million in Q3 revenue, raised 2026 guidance to $135 million to $140 million, and expects FAA pilot training in…

Cestrian Capital Research 41h ago 2 clicks

MARA Holdings Q3: Massive Deleveraging Sets The Stage For The AI Colocation Premium

MARA Holdings cut debt by $1.4 billion after an $885 million Bitcoin gain, while 1.9 GW of energy assets and a $79 million GPU contract…

Mandela Amoussou 44h ago 1 click

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…

Cannibal Stocks Nov 10 4 clicks

Monte Investments Market Brief Vol. CXXXV

Quanta Services’ backlog rose 63% year over year to $64 billion as shares fell 30%, while AI power and data-center construction demand…

TPC $5.3BRIOT $6.8B

Monte Independent Investment Research Nov 10 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…

Monte Independent Investment Research Nov 10 3 clicks

Is Cars.com a Buy on the Basis of Owner Earnings?

Cars.com is assessed through Buffett-style owner earnings, focusing on cash retained after maintenance capital spending rather than GAAP…

The Owner's Memo Nov 10 1 click

The Trade Desk (NASDAQ: TTD) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

The Trade Desk beat Q3 guidance with $736 million in revenue and $266 million EBITDA, but revenue fell 0.5% and Q4 guidance implies an 11%…

Cestrian Capital Research Nov 9 2 clicks

VSEC · long

Vse CORP

VSE Corp trades at $185, with a stated $246 fair value and 2027 estimated EV/EBITDA of 15x.

Value Investors Club May 30 2 clicks

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