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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SG on X
$PSFE will be taken to the woodshed today. Only question is how much has been priced in by the recent decline?
@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.
@DeepSailCapital Deep Sail Capital on X
$SHLS & $ARRY Merger / Short Report Review
Barbarian Capital on X
Western Union Scraps $500 Million International Money Express Takeover $WU $IMXI
Investor Letters
All letters- Asset Value Investors Ltd October 2026 6727 $597M9742 $318M
- Minotaur Capital October 2026 CROX $7.3BHUT $7.3B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $411MFNCHF $530M
- Lakehouse Capital Global Growth Fund October 2026 SNSNF $1.8B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7B
- Forager Funds Management October 2026 TUA $576M
- FCL Capital October 2026 INTR $1.8BRSGN $946M
- Protean Funds October 2026 AAK $4.8BVIMGF $2.2B
Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
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TransMedics: 2027 Setting Up To Be A Pivotal Year
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Conviction Queue 
I Called the YB CFO. Here’s What I Learned.
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Cat-Scratch Fervo
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Another High-Premium, Multi-Billion-Dollar Canadian Oil Deal
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Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings
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MARA Holdings Q3: Massive Deleveraging Sets The Stage For The AI Colocation Premium
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ABG · long Asbury Automotive Group INC
Asbury Automotive Group's changed setup and underperformance versus other public dealers form the basis for a renewed long thesis.
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Chiron Published Its Own Discount
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Quick Value #326 - Shift4 Payments (FOUR)
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Emergency Press Conference: FRMI & GRPN
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$UWMC lost $600m hedging a deal they'd already lost
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Peloton: Subscriber Squeeze
Peloton’s improved balance sheet has not stopped weak subscription trends or sharp volatility, prompting purchases near $3.70, a later…
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Sectors
Ordered by how often our editor reaches for them.
