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 $427M

Capital Employed 47h ago 11 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 43h ago 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 45h ago

Barbarian Capital on X

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

@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

@StableBread Nov 1

Fajasy on X

When I first wrote up Quantum $QMCO on May 6, 2026, at $7.36/share, it traded at ~0.85x EV/Sales. By my August 16 update, where I said I’d look again if its sales multiple gave back part of its re-rate while demand still outran supply, $QMCO was at $26.11. The stock then ran another 32.1% to a $34.50 close on October 2, 2026, a week before $QMCO fired its CFO. At $20.25/share, $QMCO has a market cap of $798.1M and an EV of $825.3M ($902.3M on 44.6M diluted shares - $77.0M of cash, including the $22.6M warrant and option holders would pay to exercise, with no debt). That’s 2.8x TTM revenue, down from 4.9x at the October 2 peak and 3.7x at the $26.11 price in my August update (measured the same way), but still 34.4x the September quarter’s $6M ±$1M of adjusted EBITDA guidance, annualized. So $QMCO isn’t cheap on profits yet, since its adjusted EBITDA margin is still under 10%. The sales multiple has given back part of its re-rate, and by management’s account, demand still outran supply as of the June-quarter call.

@Fierce__beast Nov 1 2 clicks

Fierce_beast on X

it's hitting tutors, i wonder if it's a matter of time before it hits online education like $PXED where is the edge, what's the point, will higher ed credential matter that much in 5 years? the thesis for $cour and $udmy was that their claimed value of millions of hours of courses was irreplaceable. that thesis is now broken. $SLM now seems interesting, a very low valuation, but is it a short or long?

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

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

Verra veerer

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

VRRM $505M

The Oak Bloke Oct 31 2 clicks

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…

AURA $628M

Equity Eagle 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

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.

ADT $7.2BBBW $327M

TSOH Investment Research Oct 30 1 click

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,…

TNGX $3.9B

Terry Chrisomalis Oct 30 2 clicks

Smart Fit: Global Fitness Ambitions (Ticker: SMFT3)

Smart Fit, Brazil’s SMFT3, is expanding its low-cost gym network across Latin America, with corporate-wellness platform TotalPass adding to…

ESMR $1.9M

Emerging Moats Research Oct 30 2 clicks

Miami International: Q3 Growth And Operating Leverage Impress (Rating Upgrade)

Miami International Holdings posted 20% Q3 revenue growth and 47% EBITDA growth as options volumes, market-share gains and operating…

MIAX $3.2B

Seeking Profits Oct 29 4 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…

OSS $129M

Cestrian Capital Research Oct 29 1 click

ABSSF · long

Airboss Of America CORP

AirBoss is a large North American rubber producer moving away from its existing business mix.

ABSSF $124M

Value Investors Club Jul 13 1 click

Updating The Real Brokerage And Re/Max Numbers

Re/Max’s outstanding share count is revised after previously omitted shares under its holding-company structure, alongside updated Real…

RMAX $263MREAX $528M

Emerging Moats Research Aug 21

SOXX 2026-08-21

SOXX: Growth And Profitability May Be Peaking

SOXX holdings Nvidia, AMD and Broadcom signal slowing growth and peak-margin risk after the sector’s steep July selloff.

SOXX $1.4B

Mauro Caversazzi Aug 21 1 click

BREAKING: Modine's Anchor Multi-Billion-Dollar Customers Are Google and Amazon

Modine's leaked database identifies Google behind a $4 billion agreement and $4.5 billion of additional demand, with nearly $15 billion of…

MOD $6.9B

Hunterbrook Aug 21

IRTC 2026-08-21

iRhythm: The Algorithmic Margin Inflection Changes The Story

IRhythm’s ZEUS clearance cuts clinician review time 50%, targeting $100 million in five-year savings as cardiac monitoring margins expand…

IRTC $4.1B

Equity Eagle Aug 21

Research & Analysis: Stabilis Solutions (NASDAQ: SLNG)

Stabilis Solutions lost its Galveston LNG offtake anchor, revenue fell 36% in 1H’26, and limited liquidity leaves its data-center power…

SLNG $83M

Monte Independent Investment Research Aug 21

The Real Brokerage: Transformation (Ticker: REAX)

Real Brokerage’s RE/MAX acquisition would triple its agent count, diversify revenue with franchise fees and expand share during a weak U.S.

REAX $528MRMAX $263M

Emerging Moats Research Aug 21

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…

ELALF $3.6B

Yet Another Value Podcast Aug 20 13 clicks

PTLO 2026-08-20

Portillo's: Guidance Cut Confirms It's Cheap For A Reason

Portillo's guidance cut followed a 1.2% same-restaurant-sales decline and 1.9% margin compression, while its $343 million TRA liability…

PTLO $338M

KC Research Aug 20 2 clicks

What Top Funds are Buying & Selling

June 2026 13F filings show Baupost doubling Genuine Parts ahead of its 2027 split and Ratan Capital making Silicon Motion its largest…

SIMO $7.1B

Rebound Capital Aug 20 1 click

Sunday, November 1, 2026

Myles on X

Barbarian Capital on X

A Capital on X

A Capital on X

A Capital on X

Fajasy on X

Fajasy on X

Fierce_beast on X

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