Sunday, November 1, 2026

48 Top Stock Pitches (26th-1st November) [NO PAYWALL] 🖨️

Capital Employed rounds up 48 stock pitches, led by Greystone’s $14.50 target for organ-transplant logistics firm Strata Critical Medical, versus $4.70.

SRTA $430M

Capital Employed Nov 1 13 clicks

Nov 1 AEYE $173M

Idea Brunch with Jamil Tahir of TurnMark Capital

Sunday's Idea Brunch 2 clicks

Nov 1 CLMT $4.3B

Portfolio Update: October 2026 + Q3 Earnings outlook

Treasure Hunting 2 clicks

From X

@finphysnerd Nov 1 1 click

Myles on X

$GRND has gotten cheap again. Short report concerns have been mostly shrugged off. It's still one of the best businesses in the world and now trading at 24x trailing earnings. Will be adding a bit and buying dips.

@BarbarianCap Nov 1

Barbarian Capital on X

12/n @mebfaber discussing $GAA $GMOM $TRTY vs 60/40 -true global allocation makes sense https://t.co/xF2fku2Xwx

@BarbarianCap Nov 1 1 click

Barbarian Capital on X

7/n $BSP CEO @luke10ferrari on Joys of Compounding @Buhrman_Rick ⁠@PaulBuser⁠ Sounds like a very thoughtful operator, not that he needs my opinion https://t.co/Xwd1Namvk8

@finphysnerd Nov 1 3 clicks

Myles on X

I think $HONA looks pretty attractive here. Some execution risk, but this is fundamentally a fantastic business that is experiencing short term issues, while experiencing spinoff selling and hedge fund degrossing. I think it's hard to lose too much money here.

@ACapitalLP Nov 1 2 clicks

A Capital on X

The market seems to be valuing $GRND like a traditional swipe app with a shrinking payer base ($MTCH), rather than a utility for a community with no real substitute. The engagement numbers are absurd. Data shows Grindr users spending 6h 27m/month on the app vs. 2h 10m for Hinge and 1h 30m for Tinder (~3x and ~4.3x, respectively). Add $26.50 ARPPU, 16% payer growth, and ~42% EBITDA margins. Not exactly the economics of a dying dating app…

@ACapitalLP Nov 1 1 click

A Capital on X

Why isn’t $GRND asymmetric into the 11/5 print? At $12.65, it’s ~10x ‘27 EBITDA pre-Freddie, alt data shows MAUs reaccelerating, and the call should clarify Freddie’s margin dilution. The Ithaca Holdings take-private of $BMBL and Zage’s $18 bid last year provide interesting valuation reference points… What’s the bear actually leaning on?

@ACapitalLP Nov 1

A Capital on X

At what price does $SOC become an attractive long-duration call option on the eventual restart of Santa Ynez? $3? $2? $1.50? Obviously, the question is whether the equity can survive the liquidity runway without getting diluted into oblivion. But at some price, the asymmetry has to become compelling…

@StableBread Nov 1 2 clicks

Fajasy on X

Continue reading here for my bear, base, and bull cases on $QMCO: https://t.co/GXzV3AQBgs

Travelzoo ($TZOO): Members Pay Up Front, GAAP Calls It a Loss, and the Market Prices It Like It's Dying. I think the stock can 4x

Travelzoo’s roughly 400,000 prepaid members generate deferred revenue while acquisition costs hit GAAP earnings immediately, masking the…

TZOO $53M

Calvin Blissett Nov 1 1 click

Sleep Well Portfolio (Oct 2026) - SWI#25 and #26 Adding Exposure to AI.

Sleep Well Portfolio adds two AI infrastructure suppliers and trims CrowdStrike at a 140x free-cash-flow valuation and $270 billion market…

SE $45B

Sleep Well Investments Nov 1 7 clicks

Portfolio Update October 2026

Portfolio returned over 15% in October, lifting cumulative gains to 103.5%, while adding 3i Group and increasing Floor & Decor and…

TGOPF $33BTSCO $18B

D Invests Nov 1 3 clicks

Agnico Eagle: Soaring Above The Peer Group

Agnico Eagle expects low-end 2026 guidance despite Barnat setbacks, while Hope Bay, Upper Beaver and Odyssey support production above 4…

AEM $84B

Taylor Dart Nov 1 3 clicks

When the liquidity does not add up

Arbor Realty Trust’s dividend suspension is presented as creating $60 million of liquidity, raising questions about its ability to meet…

ABR $2.2B

John Hempton's Newsletter Oct 31 3 clicks

Expert Call | Optical Module Ramps, Lumentum vs. Coherent Momentum, Server CPU, and Advanced Packaging Constraints

AAOI, Lumentum and Coherent 800G ramps, NVIDIA Rubin timing, and AMD, Intel and Arm server CPU demand frame an expert call on AI…

LITE $62BCOHR $47B

P Equity Research Oct 31 1 click

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…

VRRM $404M

The Oak Bloke Oct 31 2 clicks

FTAI 3Q26: Aero margins in focus

FTAI’s Aerospace Products margin rebounded to 31% as CFM56 module output rose, while Power deposits and contracted deliveries fund its 2027…

FTAI $20B

Stock Thoughts Oct 31 4 clicks

SoFi Technologies: Nobody Saw This Coming

SoFi raised its 2026 guidance after a blowout Q3 and issued a strong 2027 outlook, with revenue projected to reach $5 billion by Q4 2030.

SOFI $22B

Riyado Sofian Oct 31

Life360 ($LIF): The Family App Wall Street Fell Out of Love With

Life360 has fallen 60% despite 40% revenue growth, 100 million monthly users and profitability, as its family-safety subscriptions and…

LIF $3.6B

Substack von Philipp Oct 31 3 clicks

SFIX · long

Stitch Fix INC

Stitch Fix’s 2017 IPO rested on overly ambitious long-term growth expectations and an unrealistic definition of its addressable market.

SFIX $373M

Value Investors Club Jun 30 1 click

Intuit: Broken Funnel & Lower Growth, But Priced in

Intuit cut FY27 and medium-term growth targets after entry-level customer acquisition struggles, sending shares down 3.2% following Q4…

INTU $89B

Librarian Capital's Research Library Aug 26

No Paywall: CDTi Advanced Materials: Two Supermajors and Twelve Months of Cash

CDTi Advanced Materials has $804,000 of cash, roughly 12 months of runway, and unproven maritime methane technology despite ExxonMobil and…

CDTI $6.8M

Guardian Research Aug 26 1 click

RKLB 2026-08-26

Rocket Lab Is Becoming Much Bigger Than Neutron

Rocket Lab generated $234 million in Q2 revenue and built a $2.36 billion backlog, with Neutron priced at $50 million to $55 million before…

RKLB $32B

Pythia Research Aug 26 3 clicks

Intuit FY2026 Earnings Review

Intuit beat FY2026 estimates despite a $293 million restructuring charge, reset growth ambitions and will include stock-based compensation…

INTU $89B

Global Outperformers Aug 26

KMI 2026-08-26

Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher

Kinder Morgan raised 2026 guidance after record Q2 results, supported by a $9.6 billion backlog and growing U.S.

KMI $75B

Steven Fiorillo Aug 26 1 click

Research Roundup Vol. L

Wolfspeed, Nordson and Nucor target AI data-center demand through 800-VDC power, chip testing equipment and domestic steel capacity, aided…

WOLF $1.2BNDSN $18B

Monte Independent Investment Research Aug 26

Sartorius, Copper, and the S&P 500 Margin Mirage

S&P 500's 17% net margin reflects AI capex accounting, while contributors favor Sartorius in life-science tools and PVA TePla in wafer…

BRKR $9B

Latticework by MOI Global Aug 26

4x FCF, 95% retention, healthcare Constellation software at 100m m cap. Huge TAM of acquisitions

CareCloud trades at 4x free cash flow with 95% retention, a $100 million market cap and a large healthcare-software acquisition runway.

CCLD $75M

Calvin Blissett Aug 25

Quick Value #328 - Cal-Maine Foods (CALM)

Cal-Maine, the largest U.S. egg producer, trades at 1.6x book versus a 2.1x 20-year median, with net cash and investments equal to 23% of…

CALM $3.1B

Value Don't Lie Aug 25

Sunday, November 1, 2026

Myles on X

Barbarian Capital on X

Barbarian Capital on X

Myles on X

A Capital on X

A Capital on X

A Capital on X

Fajasy on X

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