New Ask Claude or ChatGPT about any stock, using Bullpen. Bullpen in Claude or ChatGPT. 7 days free
Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Thursday, November 12, 2026

Back to the front page

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 $2.6B
TSOH Investment Research 2 clicks

From X

@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.

Investor Letters

All letters

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

Publications we follow

Every publication on this site, hand-picked.

130 publications

Newsletters 110

YouTube 4

Blogs 15

Seeking Alpha 83 of 286

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts
Nominate an account

Investor letters we follow

375 firms

Sectors

Ordered by how often our editor reaches for them.