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.
Sunday, October 4, 2026
Back to today 
From X
Maj Soueidan on X
OH nooo. $OCC .. flat backlog. It will never keep growing. Backlog cadence: •Oct. 2025: $7.3M •Jan. 2026: $10.4M •Apr. 2026: $13.3M •Jul. 2026: $13.5M Half glass full: they maintained record backlog levels. Can’t believe I’m actually defending OCC, now.🤣
Maj Soueidan on X
$PPIH is building something special :) https://t.co/6Up5g7be96
Odd Diligence on X
$BNC crypto side was rugged wen equity rug https://t.co/38ZNEfzTCJ https://t.co/DgGTja8pKb
SG on X
$ODD up over 25% premarket on not-horrible results. Sometimes the best opportunities are in moves from bad to ok, rather than good to great. https://t.co/qPmo56jCl8
John_Hempton on X
@Benthom41722354 $NWBO needs no introduction. Such a bozo operation. Never heard of $AABB
Lee Roach on X
Once again an awful day to be a 200-IQ $BUR holder
A Capital on X
$VRRM *
Timyan Bank Alert on X
The Pipeline: Blue Ridge $BRBS worked to shore up its business between two sale offers | S&P Global Market Intelligence https://t.co/nfapDdBkkI
Investor Letters
All letters- Protean Funds September 2026 DVYSR $89MREJL-B $285M
- PenderFund Capital Management Ltd. August 2026 TGMPF $184MVHI $320M
- Forager Funds Management August 2026 BVSFF $971MEMCHF $61M
- Protean Funds August 2026 SUSRF $265M
- QuantStreet Capital July 2026 USMV
- Forager Funds Management July 2026 BVS $978MEXP $47M
- PenderFund Capital Management Ltd. July 2026 TSAT $680M
- Pendelhaven Asset Management B.V. July 2026 DR0 $443MGRVY $466M
Pyxis Oncology: Better Runway Is Bullish For MICVO's Remaining R&D
Pyxis Oncology's recent financing extends MICVO's runway to clinical milestones as the oncology candidate works to establish a safe,…
Myriam Alvarez 2 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…
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…
Not So Fast
Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.
Zentek Research Note
Zentek shipped its first ZenGUARD air-filter order to a Canadian federal facility as its Albany graphite PEA confirmed a US$3.85 billion…
NASDAQ:YB 10% dividend, 2x P/E, 30% growth, AI beneficiary, secular tailwinds, founder CEO I think is as good as Bezos/Walton
Yuanbao pairs a 10.2% dividend and cash exceeding its market value with 33.5% first-half profit growth from AI-enabled Chinese insurance…
3 Mergers and 1 Liquidation in the Danger Zone
Stratus Properties liquidates Austin real estate below projected distributions, while Atlantic Lithium and Intermex await approvals for…
💥Yield!💥
Beyond Meat’s Q2 2026 revenue fell 8.2% as U.S. retail and foodservice volumes declined, while a flatter, not inverted, Treasury curve…
Riley Exploration Permian: 30% Oil Growth At Half The Sector's Multiple
Riley Exploration Permian raised oil production guidance after a Q2 beat, targeting 30% growth while trading at 6.52 times forward earnings.
The Supercycle Investor 
VersaBank: The Bank Behind the Bank – How a Canadian Branchless Pioneer Wants to Make Asset-Backed Securities Obsolete
VersaBank uses cash holdbacks and put-backs to buy point-of-sale loan cash flows, with C$7 billion in assets and AI-enabled real-time…
OPI · long Office Properties Income Tr
Office Properties Income Trust emerged from Chapter 11 on June 17, 2026, with a $2 billion enterprise value and a 12.0% cap rate at $16.60.
Washington Trust Bancorp: 100-Year Track Record Of Dividends Supports A 6% Yield
Washington Trust Bancorp offers a 5.8% dividend yield, with C&I loan growth supporting ROE despite 40% commercial real estate loan…
Sorrento Research 
Updates
FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.
Is The Bond Market Running On Empty?
U.S. Treasury yields are testing credit and equity markets, while the discussion also targets recent changes at Glass House (GLAS).
IEH Corporation: Research Note
IEH booked $3.6 million in mobile-defibrillator connector orders, lifting its medical revenue outlook and diversifying beyond aerospace and…
EuroDry: Strong Prospects But Downgrading On Valuation Concerns - Hold
EuroDry shares rose more than 300% year to date as dry bulk markets strengthened, but an aging fleet, no dividend and a $20 million equity…
Henrik Alex 4 clicks
ARKO. 3x Owner’s Earnings multiple, 21% ROCE, Founders involved and large shareholders, Stake in a public company>market cap. Superb Capital Allocators
ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.
Bumble, 2x Owner’s Earnings. Sentiment is abysmal, the founder is back. The stock could easily be a multibagger.
Bumble trades at roughly 2x owner’s earnings and 4.76x enterprise value, with Whitney Wolfe Herd’s return central to a rerating case.
Pacific Health Care Organization - OTC:PFHO
Pacific Health Care trades below its more than $1 per-share net cash despite profitable workers’ compensation claims services, California…
DeFi Development: The Clarity Act Failure Tests The Solana Treasury Thesis
DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…
Dorine Cherop Publications we follow
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Seeking Alpha 46 of 219
Albert Anthony
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Every account on this site, hand-picked.
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💥PETITION💥
A Capital
Adam D. Wyden
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Barbarian Capital
BDC
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Broken Moats
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Calvin Blissett
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
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Maius
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marginofdanger
mavix
Mike
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Negligible Capital
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SG
Sheel Mohnot
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ToffCap
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Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
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- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
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- Broadleaf Partners
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- Cantor Fitzgerald Asset Management
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- Forager Funds Management
- Frank Capital Partners
- Fred Alger Management, LLC
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- Lindsell Train Limited
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- Lyrical Asset Management
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- Markel Group
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- Miller Value Partners
- Moon Capital Management
- Muhlenkamp & Company
- Myrmikan Capital, LLC
- Nelnet
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- Nightview Capital
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- O'Keefe Stevens Advisory
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- Oldfield Partners
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- Optimist Fund
- Orange Investment Advisors
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Pittenger & Anderson
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
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- QuantStreet Capital
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- The London Company
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- Upslope Capital Management
- Vision Capital Fund
- Vltava Fund
- Vulcan Value Partners
- Warden Capital
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
