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.
Sunday, November 1, 2026
Back to today 
From X
Deep Sail Capital on X
$GRML has been #1 on my short squeeze tracker for 3 days straight, here are the metrics: https://t.co/GcvUmQyZDi
John_Hempton on X
See that sudden spike down in $AMC. That is what a naked short selling ladder attack looks like. It is hard to tell when executed in dark pools but this one is so much fun to watch.
Maj Soueidan on X
Not saying this is a “where’s there’s smoke there’s fire” type of situation, but I don’t think it’s great that $LGCY is still dealing with account receivable issues when it wasn’t really supposed to be a lingering one when they first mentioned it in Q4 2025. https://t.co/g1BzasReV6
Deep Sail Capital on X
$GRML - Continues to be in a short squeeze after the recent Greenland announcement. 900% borrow rate, no borrow in sight, this one might run for a few days.
Colin King on X
Activist Starboard Value putting pressure on former spin-off $KNF Been a wild post-spin ride... $40 to $100+ back to $50 Starboard arguing KNF margins are half (!!) of peers and should close the gap by 2029 or sell the business https://t.co/nEylz6nGkI
Fierce_beast on X
@SebKrog are you long $opal?
Timyan Bank Alert on X
@vapreps @DarkfireCapital There were many opportunities to sell $BORT too early. https://t.co/PHXDkTM888
Timyan Bank Alert on X
@vapreps Lyn Hayth did a fine job turning $BORT after the GR and Michelle Austin has continued the tradition.
Investor Letters
All letters- Curreen Capital July–September 2026 CLVT $1.4BAAP $2.9B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.7BCALY $2.8B
- East 72 Period to 30 September 2026 AVOL $8.1BFCODF $4.5B
- Broyhill Asset Management third quarter 2026 MFP $1.9BVVV $4.3B
- Alluvial Capital Management Third Quarter 2026 BSVN $553MFTLF $75M
- 1 Main Capital third quarter 2026 BFIT $2.2BHGV $3B
- Polaris Capital Management Third Quarter 2026 G $6.6BLKQ $5B
- Langdon Equity Partners Q3 2026 LOECF $740MATS $1.9B
Travelzoo ($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…
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…
Verra veerer
Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…
Aura Biosciences: A Pivotal Trial Engineered With Room To Spare
Aura Biosciences expects pivotal Phase 3 bel-sar data in early choroidal melanoma in 2027, funded by $323.8 million of cash into the first…
Equity Eagle 
Life360 ($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…
TSOH Weekly Roundup (10/30/2026)
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.
Tango: Upgrading 'Buy' Based On ESMO 2026 Vopimetostat PDAC Data And Pathway Advancement Clarity
Tango Therapeutics reported an 82% response rate and 88% nine-month PFS for vopimetostat plus RASONQUE in RAS-mutant pancreatic cancer,…
Terry Chrisomalis 2 clicks
OSS Q3 FY12/26 Earnings Analysis
One Stop Systems grew Q3 continuing-operations revenue 36% to $12.6 million, raised FY2026 revenue guidance to $45 million, and used $11.8…
Build-A-Bear (BBW) Part II: The Scion Capital Analyst Tempate and the All Map
Build-A-Bear’s lease overhaul, off-mall expansion and partner-led wholesale growth reshaped a debt-free retailer with $80 million EBITDA,…
This Week in Special Situations: Mattel, Winnebago, PayPal
Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.
VITL · long Vital Farms INC
Vital Farms is a long idea after bird flu-driven egg supply losses coincided with a structural shift.
The Fed Hiked And Dynex Bled, Rithm Held
Rithm Capital’s 0.74x-book valuation and 2.2x dividend coverage contrast with Dynex’s payout above earnings, leaving RITM better positioned…
Benjamin C. Barry 
Group 1 Automotive (GPI): Q3 2026 Earnings
Group 1 Automotive trades at 5.5 times earnings as aging gasoline vehicles and EV repairs sustain service profits; insiders bought while…
Daktronics (DAKT): Dominant Leader | Deep Dive
Daktronics, the leader in U.S. sports video boards, targets 10-12% EBIT margins after shifting production to China and Mexico and exiting…
Alexandria Real Estate: Market Sees Declining Occupancy, I See Early Recovery Signs (Rating Downgrade)
Alexandria Real Estate (ARE) faces lease expirations and occupancy pressure through 2028, but leasing momentum supports a projected…
Luuk Wierenga 
Enova International (ENVA): Leading US Online lender with excellent track record
Enova’s Q3 2026 revenue exceeded $1 billion as originations rose 31%, while its failed Grasshopper Bank bid drove a 23% one-day stock…
Innodata responds, Amkor surges, Mega Tech spending on tap
Innodata shares fell 25% to $44.74 after India Today reported 550 job cuts in India.
AppFolio 3Q26 Business Recap: AI Agents Support Growth
AppFolio grew third-quarter revenue 19% as Realm-X AI agents gained adoption, lifting guidance to $1.122 billion to $1.127 billion.
TTM Technologies: The Market Already Caught On To Peak Numbers
TTM Technologies’ record Q3 and data-center exposure drove a 27.7% stock drop as investors questioned debt-funded growth, leverage and the…
Nicolas Bolsinger 1 click
Monte Investments Market Brief Vol. CXXXIII
Monte Investments updates Carpenter Technology after a 25% sell-off, tracks EQT’s $12.83 billion Range Resources acquisition and assesses…
Publications we follow
Every publication on this site, hand-picked.
Newsletters 109
- 310 Value’s Newsletter
- Absurdly Cheap Stocks
- Altay Capital - Mostly Value Investing
- AmsterdamStocks
- Asian Century Stocks
- Aurelion Research
- Base Hit Investing
- Bearhold Research
- Bearstone
- Behind the Balance Sheet
- Best Anchor Stocks
- Bilbel's Substack
- Bison Insights
- Brevarthan Research
- Bristlemoon Capital
- Byron Street Research
- Calvin Blissett
- Cannibal Stocks
- Capital Employed
- Capitalist Letters
- Cassandra Unchained
- Chipstrat
- Citrini Research
- Cluseau Research
- CV's Substack
- D Invests
- Daniel Romero
- Deep Value Insights
- Dismissed & Asset-Backed
- Doomberg
- Eagle Point Capital
- Easy Value
- Emerging Moats Research
- Exploring with Alluvial Capital
- Ezra's Notes
- Fabricated Knowledge
- First Strike Research
- Flyover Stocks
- Global Outperformers
- Guardian Research
- Hated Moats
- Hayden Capital
- Healthy Stock Picks
- HFI Research
- Hidden Gems Investing
- Hidden Rock Capital's Newsletter
- Ian’s Insider Corner
- Iggy on Investing Newsletter
- Inglenook Growth
- Invariant
- Invested Capital
- Investing 501
- Irrational Analysis
- Jimmy's Journal
- John Hempton's Newsletter
- Kairos Research
- Kakashii's Materials
- Key Context by Tae Kim
- Latticework by MOI Global
- Lewistown Capital
- Librarian Capital's Research Library
- Maius Partners
- MBI Deep Dives
- Mispriced Assets
- Modern Value Investing
- Monte Independent Investment Research
- Multibagger Monitor
- Nat Stewart - Stock Picking Newsletter
- Net Interest
- Nongaap Investing
- Nugget Capital Partner's Substack
- Open Insights
- Orphan REITs
- Overlooked Alpha
- P Equity Research
- PETITION
- Phynvesting
- Raging Bull Investments
- Real Assets, Real Value
- Rebound Capital
- Rod’s Ruminations
- ROE The Boat
- scuttleblurb
- Sector Stories
- SemiAnalysis
- Shallow Dives
- Singularity Research
- SixSigmaCapital: Navigating the Financial Markets
- Sleep Well Investments
- Speedwell Memos
- Stock Thoughts
- Substack von Philipp
- Sunday's Idea Brunch
- Sylence Capital
- The Curious Compounder
- The Mikro Kap
- The Oak Bloke
- The Rational Walk
- The Value Road
- Trade Ideas Flow
- Treasure Hunting
- Triple S Special Situations Investing
- TSOH Investment Research
- Underlying Value
- Value Don't Lie
- Vik's Newsletter
- WHAT ARE WE DOING? “Contrarians At The Gate”
- XIX Value
- Yet Another Value Blog
Blogs 15
- Atrium Research - Equity Research
- Bireme Capital - Investor Letters
- Cestrian Capital Research
- Choice Equities Capital Management
- Clark Street Value
- Crossroads Capital | Research-driven, Value-centric
- Hunterbrook
- Kerrisdale Capital
- NoNameStocks
- Raging Capital
- Speedwell Research
- Stratechery by Ben Thompson – On the business, strategy, and impact of technology.
- The Technology Letter
- Undervalued Shares
- Value Investors Club
Seeking Alpha 71 of 272
Adam Schadt
Albert Anthony
Andres Veurink
Arizona Equity Research
Bay Area Ideas
Blake Winiecki
Capital Connoisseur
Dane Bowler
David Zanoni
Deep Value Investing
Dhierin Bechai
Dilantha De Silva
Dustin Quasney
Elliott Gue- Equity Eagle
Eudaemon Research
Fernanda Galvez Jalil
Fountainhead
Geneva Investor
Given Mahlangu
Henrik Alex
High Alpha Professor
Ignacio Planas Gonzalez
Infinity Curve
Investor Overview
IWA Research
Jaden Mealy
JR Research
Julia Ostian
Khaveen Investments
Kurt Christensen
Lee Bailey
LL Insights
Long Player
Marc Gerstein
Melissa Tucker
Mike Arnold
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PropNotes
PV Research
Quantryon Capital
Robert J. Lake
Ron Ferrie
Rubicon Associates
Ryan Canady
Sam Mancini
Seeking Profits
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
Sorrento Research
Stephen Ayers
Steven Fiorillo
The Alpha Analyst
The Asian Investor
The Bullionaire
The Curious Analyst
The J Thesis
The Market Auditor
The Supercycle Investor
The Undercovered Dozen
Tim Travis
Uttam Dey
Value Capital Research
Vishal Jadaun
Zoltan Ban
X accounts we follow
Every account on this site, hand-picked.
⚽️📡
💥PETITION💥
A Capital
absreturnchaser
Adam D. Wyden
Alpha Vulture
AltayCap
Asif Suria
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Brian McGough
Broken Moats
BuccoCapital Bloke
Calvin Blissett
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
PAA Research
Paradis
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital- RiverRoadPartners
Rohan Pavuluri
Rusholme Capital
Sahil Khetpal
Serenity
SG
Sheel Mohnot
SouthernValue
Steve Eisman
The Friendly Bear
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
- 103 Advisory Group
- 13D Activist Fund
- 1851 Capital
- 49 Financial
- Advisors Capital Management
- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpha Wealth Funds
- Alpine Capital Research
- Alpinum Investment Management AG
- Amati Global Investors
- Amber River
- Andrew Hill Investment Advisors
- Andvari Associates
- Angel Oak Capital Advisors
- Appalaches Capital
- Ariel Investments
- Aristotle Funds
- Artisan Partners
- Askeladden Capital
- Asset Value Investors Ltd
- Atherean Asset Management
- Auxier Asset Management
- Avenue Investment Management
- Azvalor Asset Management
- BBH
- Bailard
- Baird Equity Asset Management
- Barometer Capital Management
- Baron Funds
- Bell Asset Management
- Bengal Capital
- Berkshire Hathaway
- Biglari Holdings
- Biondo Investment Advisors
- Bireme Capital
- BlackRock
- Blue Tower Asset Management
- Brasada Capital
- Bretton Fund
- Brighton Jones
- Bristlemoon Capital
- Broadleaf Partners
- Broyhill Asset Management
- Brummer & Partners
- ByteTree
- Cambiar Investors
- Cantor Fitzgerald Asset Management
- Carrington Wealth Management
- Castlebay Investment Partners
- Cedar Creek Partners
- Cedar Grove Capital Management
- Chautauqua Capital Management
- Chevy Chase Trust
- Chilton Capital Management
- Choice Equities
- Claret Asset Management
- Comus Investment
- Conestoga Capital Advisors
- Confluence Investment Management
- CrossingBridge Advisors
- Crossroads Capital, LLC
- Curreen Capital
- Davenport Asset Management
- Davis Advisors Global ADR
- Davis Advisors Large Cap Value
- Davis Opportunity Fund
- Davis Real Estate Fund
- Diranko Capital
- Distillate Capital
- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
- DoubleLine
- Downing
- East 72
- East Capital
- Easterly Asset Management
- EdgePoint Wealth Management
- Equity Management Associates
- Evolve Private Wealth
- FPA Crescent Fund
- Fairlight Capital
- Fairtree Asset Management
- Fenimore Asset Management
- Fiduciary Management
- Fiera Capital
- Financial Synergies Wealth Advisors
- First Eagle Investments
- Forager Funds Management
- Frank Capital Partners
- Fred Alger Management, LLC
- GROW Funds
- Gabelli Funds
- Giverny Capital
- Glass Lake Wealth Management
- Glenmede Investment Management
- GoodHaven Capital Management
- Grandeur Peak Global Advisors
- GreenWood Investors
- Greenhaven Road Capital
- GreensKeeper Asset Management
- Greenwood Gearhart
- Gresham House
- Gresham House Strategic Equity Capital
- Grey Owl Capital Management
- Guinness Global Investors
- Halvio Capital
- Harding Loevner
- Harry Qelm Baabsman
- Hayden Capital
- Heartland Advisors
- Heptagon Capital Future Trends Equity Fund
- Heptagon Capital Kettle Hill US L/S Equity Fund
- Highwood Value Partners
- Hinde Group
- Hoisington Investment Management
- Hood River Capital Management
- Horizon Kinetics
- Horos Asset Management
- Hosking Partners
- Hotchkis & Wiley
- Infuse Asset Management
- Intrepid Capital
- Invenomic Capital Management
- Ironvine Capital Partners
- JB Global Capital
- JM Finn
- Janus Henderson Investors
- Jemekk Capital Management
- Kathmandu Capital
- Kaydan Wealth Management
- Kennedy Capital Management
- Kernow Asset Management
- Kingdom Capital Advisors
- LVS Advisory
- Lakehouse Capital Global Growth Fund
- Lakehouse Capital Small Companies Fund
- Langdon Equity Partners
- Lansing Street Advisors
- Latitude Investment Management
- Laughing Water Capital
- Leonard Rickey Investment Advisors
- Lindsell Train Limited
- Long Cast Advisers
- Lyrical Asset Management
- Manole Capital Management
- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
- Marram Investment Management
- Massif Capital
- Matrix Asset Advisors
- Matthews Asia
- Mayar Capital
- McIntyre Partnerships
- Merion Road Capital
- Miller Value Partners
- Miller/Howard Investments
- Minot Light Capital Partners
- Minotaur Capital
- Mondrian Investment Partners
- Moneta Group
- Montaka Global Investments
- Moon Capital Management
- Mott Capital Management
- Mountain Vista Wealth Management
- Muhlenkamp & Company
- Munro Partners
- Myrmikan Capital, LLC
- Nelnet
- Newport Capital Group
- Next Century Growth Investors
- Night Watch Investment Management
- Nightview Capital
- Nixon Capital
- North Sky Capital
- O'Keefe Stevens Advisory
- Oak Associates Funds
- Oak Ridge Investments
- Oakmark Funds
- Oceana Investimentos
- Oldfield Partners
- Open Insights Capital
- Ophir Asset Management
- Optimist Fund
- Orange Investment Advisors
- Oujo Wealth Strategies
- Overseas Asset Management Asian Recovery Fund
- Overseas Asset Management European Value Fund
- PM Capital
- Packer & Co
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Peak Asset Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Pittenger & Anderson
- Plural Investing
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Private Capital Management
- Protean Funds
- Pzena Investment Management
- QV Investors
- QuantStreet Capital
- Quercus Fund
- RD Capital Partners
- REQ Capital
- RF Capital Management
- RGA Investment Advisors
- ROCKLINC Investment Partners
- Regal Partners Global Investments
- Regency Wealth Management
- Rewey Asset Management
- Right Tail Capital
- RiverPark Funds
- Riverwater Partners
- Robinson Capital Management
- Rowan Street Capital
- Royce Investment Partners
- SRK Capital
- Saga Partners
- SaltLight Capital
- Seafarer Capital Partners
- Sequoia Fund
- Seven Corners Capital
- Shelton Capital Management
- Sigil
- Signia Capital Management
- Skybound Wealth Management
- Smead Capital Management
- Social Capital
- Sorfis Investments
- Sound Shore Management
- Southeastern Asset Management
- SouthernSun Asset Management
- Sparrow Wealth Management
- Spyglass Capital Management
- Starvine Capital
- Stenham Asset Management
- Stewart Asset Management
- Steyn Capital
- Stone Ridge Asset Management
- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
- Sustainable Growth Advisers
- TEAM Asset Management
- TIFF Investment Management
- Tall Oak Capital Advisors
- The London Company
- Third Avenue Management
- Third Point
- TimesSquare Capital Management
- Troy Asset Management
- Tweedy, Browne
- Unconventional Value
- Upslope Capital Management
- VH Standard Asset Management
- Vision Capital Fund
- Vltava Fund
- Voss Capital
- Vulcan Value Partners
- Warden Capital
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- WestEnd Capital Management
- Westfield Capital Management
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
