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The Bear Cave #330

substack_edwin_dorsey / Jun 14, 2026 · 15:28

Welcome to The Bear Cave! Our last premium articles were “Problems at Ethos Technologies (LIFE)” and “The Unjust Prosecution of Andrew Left (Part 1)” and our next special investigation comes out this Thursday, June 18.New Activist ReportsHunterbrook Media published on …

REDDIT

Monday Bloodbath

Mammoth-Fee1592reddit / Jun 14, 2026 · 14:44

Dear Fellow Degenerates, I assume based on the news of a deal we all had the intention of placing 0dte calls. Now that this deal is up in the air, what will the market look like tomorrow? Calls? Puts? Stay …

REDDIT

Why Adobe?

TenkaiRyoreddit / Jun 14, 2026 · 14:11

Many companies use the similar subscription based business models to Adobe's. Why does Adobe in particular seem to be struggling while other subscription companies remain relatively stable? Why have Adobe's shares been falling so sharply?

REDDIT

$TKR - (The Timken Co.)

Optimal_Image5192reddit / Jun 14, 2026 · 14:09 / TKR BUY

I first posted this thesis on my twitter when the stock was around \\\~114/sh. I think it’s a compelling opportunity for people looking to build robotics/physical AI exposure. I’ve copied and pasted that same thesis here if people are interested. …

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