# What's in it

Stories, X posts, videos and investor letters about US-listed companies, and our daily recap email. Every result carries our own summary or a link, never a publisher's text.

## Sources

220 sources, chosen by hand, as of 31 October 2026:

- **Stories:** 109 Substacks, Seeking Alpha, Value Investors Club and 14 other websites.
- **X posts:** 91 accounts. Only posts with a `$CASHTAG`. Replies are in, reposts out.
- **Videos:** 4 YouTube channels. No Shorts.
- **Investor letters:** 190 fund and partnership firms.

We add sources every week. Once we follow a source, its items go up without a person reviewing each one.

## Companies

A result is in the API only if it's about a company with a live US listing: an exchange, OTC or a fund, so ETFs count. A piece that names no listed company, such as one on the economy as a whole, isn't in it.

## What each result carries, and why

| Kind | What you get | What you don't |
| --- | --- | --- |
| Story | The title, our summary, the source, the author when named, and a link to the story | The publisher's text |
| X post | The post's ID and its link on X | Its words, a paraphrase, or the account's handle |
| Video | Its link on YouTube | Its title, channel or a summary |
| Letter | The title, the firm, the period, our summary and a link to the letter | Its full text |

X's and YouTube's terms allow handing out IDs and links, not their content. Publishers' and firms' words are theirs, so you get our summary and the way to the original.

## How we make it

Summaries, the companies a result is about, letter periods and every company's sector are written by an AI model and can be wrong. An X post's own words are never written by a model, and we never send them.

## How fresh

Each result has two times:

- `published`: when its publisher put it out.
- `wentLive`: when it went live on Bullpen.News.

Most things go live within minutes of being published:

| Source | Usually live within |
| --- | --- |
| X posts | 3 minutes |
| Substack | 5 minutes |
| Seeking Alpha | 8 minutes |
| YouTube | 22 minutes |
| Other websites we read from their pages | about 13 hours |
| Value Investors Club | 90 days: it opens ideas to non-members after that |
| Investor letters | 3 to 4 weeks after their quarter ends |

When we add a source, its recent back catalogue goes live at once, often weeks or months after it was published. To keep up, go by `wentLive`, not `published`: see [the feed](/docs/reference#feed).

Answers can be up to a minute old. The feed runs two minutes behind.

## How far back

We started on 28 July 2026. Anything published before that is there because a source's back catalogue came in when we added it. That goes back to 2020 for some stories, 2021 for some X posts, and 2015 for some letters' periods, but it's thin. The daily recap starts on 7 September 2026.

## When things change

- **Things can disappear.** We take down an item, X deletes a post, or a company is delisted or blocked. Its ID then answers `404`. The feed lists new items only, never removals.
- **Things can change.** A summary can arrive after an item goes live, or be rewritten, and a company label can change. Nothing records when, so there's no "changed since".
- **A company that changes its ticker** is found by its new ticker and its old one.

## Dates and times

Times are ISO 8601 in UTC (`2026-10-15T16:40:21Z`). Days, such as a recap's or the front page's, are New York days (`2026-10-15`).

## Not in it

Prices, charts, filings, ratings and full articles. We sell no market data.