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.
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.
$ASIC has significantly outperformed its more loftily valued peer, Kinsale, by 42% YTD. With Excess and Surplus activity continuing to slow, however, I think Ategrity is no longer the value setup it once was and I've taken profits on the ASIC leg of the trade. https://t.co/X0GyGmL414 https://t.co/IngDuCC0H8
Paramount's $52bn $WBD debt package is FINALLY in the market. Here's the package: $32bn of IG-rated 1L bonds, the 5th-largest US high-grade sale EVER. Plus $7.5bn of loans and $12.4bn of 2L HY bonds. Paramount's existing unsecured bonds? Primed. Back of the line. Good luck and thanks for playing. Where in the cap stack are you playing? $PSKY $PARA
@accrued_int Yes indeed! Tons of buying In $DKS since August. Retail has generally been a difficult sector for me and so I am approaching this cautiously. https://t.co/sQw6OWE2zl
Selling low vol international stuff and buying risk and rate exposure today (with some hedging using $ANGL, $SMH and $QQQ). Purely a sentiment and positioning thesis. Historically I've been too cautious in these sorts of dislocations so im trying something new.
Travelzoo’s roughly 400,000 prepaid members generate deferred revenue while acquisition costs hit GAAP earnings immediately, masking the…
Sleep Well Portfolio adds two AI infrastructure suppliers and trims CrowdStrike at a 140x free-cash-flow valuation and $270 billion market…
Portfolio returned over 15% in October, lifting cumulative gains to 103.5%, while adding 3i Group and increasing Floor & Decor and…
Agnico Eagle expects low-end 2026 guidance despite Barnat setbacks, while Hope Bay, Upper Beaver and Odyssey support production above 4…
Arbor Realty Trust’s dividend suspension is presented as creating $60 million of liquidity, raising questions about its ability to meet…
AAOI, Lumentum and Coherent 800G ramps, NVIDIA Rubin timing, and AMD, Intel and Arm server CPU demand frame an expert call on AI…
Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…
FTAI’s Aerospace Products margin rebounded to 31% as CFM56 module output rose, while Power deposits and contracted deliveries fund its 2027…
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.
Life360 has fallen 60% despite 40% revenue growth, 100 million monthly users and profitability, as its family-safety subscriptions and…
GETY · long Getty Images’ $540 million 11.25% senior secured notes due 2030 trade at 78, implying a 20% yield to maturity.
Aura Biosciences expects pivotal Phase 3 bel-sar data in early choroidal melanoma in 2027, funded by $323.8 million of cash into the first…
Bloom may have reopened imports of scandium-containing components from China to the United States, according to new trade data.
Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.
Verisk Analytics’ 40 petabytes of proprietary insurance data and regulatory infrastructure shield its underwriting business from generative…
Tango Therapeutics reported an 82% response rate and 88% nine-month PFS for vopimetostat plus RASONQUE in RAS-mutant pancreatic cancer,…
Marvell’s reported Lumentum bid would combine DSPs, lasers and optical modules, but $4 billion of cash and $5 billion of debt point to a…
Smart Fit, Brazil’s SMFT3, is expanding its low-cost gym network across Latin America, with corporate-wellness platform TotalPass adding to…
SoFi’s stock case hinges on interest rates, tangible book value and private-credit loan sales after its $1.5 billion equity offering.
Miami International Holdings posted 20% Q3 revenue growth and 47% EBITDA growth as options volumes, market-share gains and operating…
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