Sunday, October 4, 2026

40 Best Stock Pitches (28th-4th October) 🟢

Old Market Capital, a delisted holding company owning a rural fiber network, trades below comparable network valuations after institutional selling.

OMCC $27M

Capital Employed Oct 4 7 clicks

Oct 4 LESL $1.6M

💥Leslies Term Lenders Toss a Life Preserver💥

PETITION 3 clicks

Oct 4 LESL $1.6M

🤿New Chapter 11 Bankruptcy Filing - Leslie’s Inc.🤿

PETITION 3 clicks

From X

@majgeoinvesting Sep 13

Maj Soueidan on X

My Q&A with @mascarosergi is finally ready. “For now, I’ll be calling these chats: Investor Notebook… Over the last few weeks, I’ve been doing a good deal of communicating with Sergi. So many of his X posts talk about stocks I own, like $OCC & $SCIA.” https://t.co/OMLyMQTtQc https://t.co/aEKRUefiVm

@DevinLaSarre Sep 13 1 click

Devin LaSarre on X

Newest out. Imperial Brands: On the Table $IMBBY $LOG $MO $PM $BTI $STG $HAYPP https://t.co/3r40Fd1sOv

@TheBenSchmark Sep 12

JabroniCoin.USD on X

Sometimes a simple chart and pun captures the entire thesis. Just go with the $FLO and make bread. https://t.co/VyIYTaVRF1 https://t.co/lGn8FncexY

@finphysnerd Sep 12 1 click

Myles on X

I feel $GEO is a pretty decent short here. It's not cheap, and I might be politically biased, but I think it's hard to see Republicans getting many wins in the midterms, which the market will likely extrapolate to 2028.

@jawagner92 Sep 11

Odd Lot Arbitrageur on X

Bought some $CVV <$5. Seems likely to be liquidated. $23.4m cash, $25 to $30m >100k SF building in NY, $3.5 million total liabilities (incl. high end of restr. charges), $1 to $2m wind down. ~$6-7 NAV on hard assets, could be more if they find a buyer for the whole enchilada. https://t.co/55FU3Goi0e

@stockgutter Sep 11

SG on X

$EVTL Reducing the exercise price of options awards is so grifty. It eliminates the alignment with shareholders those grants were intended to create in the first place. In the end this dogshit, low-governance co is going to zero so it may not matter here but as a general proposition don't do this!

@kab604 Sep 11

kab60 on X

@MananaInvesting @AKWilk I'd love for you to lay out the math. Only expensive if you don't understand where Blackrod takes the company (or think it's a dud). It's cheaper than the financially engineered hodgepodge of assets Adam has assembled. $GFR obviously a magnet to value bois/generalists.

@StockJabber Sep 11

Edwin Dorsey on X

@Mike10947310 What do you think of Edenbrook selling off some of its $FEIM position in August? https://t.co/YOsXfjCnr4

Geely: Strategic NIO Battery Deal Is A Win

Geely’s ZEEKR nearly doubled first-half 2026 deliveries to 178,000, while Geely bought 30% of NIO’s battery-swapping unit to reduce…

NIO $8.9B

The Asian Investor Oct 4 5 clicks

Did Group 1 Overpay for Hennessy? The Seller’s Own Banker Says It Was a Record.

Group 1 paid $1 billion of goodwill for Hennessy’s 10 dealerships, a record $100 million per store, financed largely with $1.25 billion of…

GPI $2.7B

Cannibal Stocks Oct 4 4 clicks

Howard Hughes: Still Attractive Despite Risks Of Rapid Transition

Howard Hughes plans to raise nearly $4 billion by selling real estate assets and condos, accelerating Vantage’s insurance expansion while…

HHH $4.3B

Gary Gambino Oct 3 3 clicks

EVI Industries. Margin inflection or fake out?

EVI Industries says its ERP and service-platform build is largely complete, testing whether 10.8% revenue growth can finally outpace…

EVI $238M

Kairos Research Oct 2 2 clicks

EXCLUSIVE: Lennar’s Big New Customer Is Its Own Spinoff, Millrose

Lennar is selling homes to former spinoff Millrose, whose revenue largely comes from Lennar and whose largest voting shareholder is…

MRP $3.8B

Hunterbrook Oct 2 2 clicks

Single Stock Spotlight #16: Huckleberry.AI (HUCK)

Huckleberry.AI trades near $3.30 against $221 million of cash and $900 million-plus of NOLs after selling its operating business, creating…

HUCK $147M

Hidden Rock Capital's Newsletter Oct 2 5 clicks

Rocket Lab (NASDAQ: RKLB) Stock Rating: Accumulate After Q2 FY12/26 Earnings

Rocket Lab reported Q2 revenue up 62% to $234.1 million and backlog up 137% to $2.36 billion, while operating losses and cash burn…

IRDM $5B

Cestrian Capital Research Oct 2

Research & Analysis | AAR Corp. (NYSE: AIR): MRO Holdings Reshapes the Margin Profile

AAR’s $1.8 billion acquisition of a 65% stake in MRO Holdings adds widebody aircraft maintenance and targets a 19% to 20% EBITDA margin by…

AIR $4B

Monte Independent Investment Research Oct 2 4 clicks

The Trade Desk (NASDAQ: TTD) Stock Rating: Do Nothing After Q2 FY12/26 Earnings

The Trade Desk's Q2 revenue grew 3% to $715 million as Q3 guidance called for a year-over-year decline; TTD has fallen over 90% from its…

TTD $5.8B

Cestrian Capital Research Oct 2 1 click

Belden Inc.: The Ruckus Debt Looks Scarier Than The Math

Belden targets net leverage of 2.9x by 2027 from 3.9x, using RUCKUS's 65%+ gross margins and free cash flow to reduce debt.

BDC $4.3B

Lee Bailey Oct 2

BV · long

BrightView Holdings

BrightView Holdings' 2.5-year turnaround has returned organic growth, with 30-50% stock upside tied to market confidence in the inflection.

BV $1B

Value Investors Club Jul 6 3 clicks

Magnolia Oil & Gas: The WildFire Acquisition Closes

Magnolia Oil & Gas closed its $4 billion WildFire acquisition, adding Eagle Ford acreage with cost synergies and funding the deal with…

MGY $6.7B

Long Player Oct 3 2 clicks

Crocs: Double-Digit Buyback Yield (Ticker: CROX)

Crocs has $2 billion of buyback authorization, more than a third of its market cap, as North American sales stabilize and HeyDude drags on…

CROX $5.6B

Emerging Moats Research Oct 2 4 clicks

$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital

Turning Point Brands' FRE and Alp nicotine pouches aim to become a third C-store brand behind ZYN and Velo as PMTA rules limit new entrants.

TPB $1.1B

Yet Another Value Podcast Oct 1 2 clicks

Mattel: M&A Buzz And A CEO Change Create Substantial Uncertainty

Mattel rose 19% on takeover speculation, but a potential $20-per-share bid, margin pressure and CEO transition leave its standalone…

MAT $4.8B

Seeking Profits Oct 1

How Ethos Sold Wall Street on AI While Powering an Analog Boiler Room

Ethos Technologies ($LIFE) sells AI-driven life insurance while relying heavily on multilevel marketing agencies using aggressive cold…

LIFE $2.6B

Hunterbrook Oct 1 1 click

Karman Holdings q2’26 Earnings Update

Karman Holdings reported 58% Q2 revenue growth, $1.3 billion backlog and margin expansion while replacing leadership and remediating…

KRMN $4.2B

Monte Independent Investment Research Oct 1

Innodata: The 45% Pullback Has Changed My View (Rating Upgrade)

Innodata's 45% pullback resets its valuation after two quarters of 50% revenue growth, though two customers still supply 71% of revenue and…

INOD $2B

Kurt Christensen Oct 1

This Week in Special Situations: Pearson, CarMax, Talen Energy, KBR, Apollo Commercial Real Estate

Pearson, CarMax, Talen Energy, KBR and Apollo Commercial Real Estate lead a 33-company survey of activist campaigns, buybacks, M&A and…

KMX $7.6B

Latticework by MOI Global Oct 1 1 click

Group 1's CEO Said "Competitive Advantages and Opportunities." A Car Dealer? I Went Looking.

Group 1’s 19% ownership cap, tied to automaker franchise agreements, frames Conifer’s 1.9 million-share stake and potential buyback-driven…

GPI $2.7B

Cannibal Stocks Oct 1 1 click

Maj Soueidan on X

Devin LaSarre on X

JabroniCoin.USD on X

Myles on X

Odd Lot Arbitrageur on X

SG on X

kab60 on X

Edwin Dorsey on X

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