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Thursday, November 12, 2026

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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.

PTON $2.5B
TSOH Investment Research

From X

@KEDM_COM 2 clicks

KEDM.com on X

Ex-SPAC Holley $HLLY announced a $25m buyback, ~8% of its current market cap. Not exactly huge, but interesting signal nonetheless here. Holley is still ways from recovering from its deSPAC correction. It listed during the SPAC craze at pretty lofty valuations and with quite some debt. This auto parts company doesn’t have huge growth, but a very loyal customer base. That results in >20% EBITDA margins and ~50% FCF conversion. Debt is being worked down, and sooner or later this one will find the way up again ioo.
@aleabitoreddit 1 click

Serenity on X

In response to the recent market volatility across $TSM to $SKHY to Innolight: - Taiwan to restrict borrowed share short selling from 30% -> 3% relative to order volumes (90% reduction), effective Nov 9th. Taiwan is separately raising its minimum collateral requirement from 90% to 130% for margin short selling. And authorized the $15.3B stabilization fund for Government buying in the stock market. - South Korea to waive 140% margin-loan collateral maintenance for 3 months to reduce forced selling, effective Nov 9th. - China introduced a series of stock-market support package aimed at stabilizing equities. People's Bank of China introduced a $15 billion liquidity-swap operation for securities firms and fund managers. As well as reduced lending rates for the share buybacks and shareholder purchase programs from 1.25% -> 1% this month. _ Not saying what direction stocks would go, but with Countries heavily tied to the AI trade introducing short selling restrictions, share repurchases, and reduced margin collateral. These market mechanics are bullish for near term market stability + potential reversal in equities.

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DoorDash’s FBA Moment

DoorDash’s $17 billion Instacart deal targets DashMart warehouse scale, where 99%+ order accuracy and faster delivery address the limits of…

DASH $78BKR $41B
MBI Deep Dives 2 clicks

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…

FRVO $3.8B
Doomberg 4 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

Sea Ltd Earnings Update: Q3 2026

Sea Ltd reported Q3 2026 revenue of $8.6 billion, up 43.4% year over year, while net income rose 34.0%.

SE $45B
SixSigmaCapital: Navigating the Financial Markets 6 clicks

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