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 Nov 1 12 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

@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

HRVFF · long

Harvia Oyj

HRVFF $790M

Value Investors Club Jul 7 2 clicks

Appearance The Stansberry Investor Hour Podcast

The Stansberry Investor Hour features a discussion of Constellation Software’s AI prospects and Natural Resource Partners.

NRP $1.6B

Eagle Point Capital Aug 1

Vistance Networks (NASDAQ: VISN)

Vistance Networks plans a large post-Ruckus-sale dividend, leaving Aurora Networks valued below 4x guided EBITDA after $1.88 billion of…

VISN $1.5B

Triple S Special Situations Investing Jul 31 7 clicks

Cematrix Corp ($CEMX.TO) FINS Review

Cematrix posted record Q2 revenue of $18.7 million, up 76%, and $3.5 million of net income, while backlog fell 9% from year-end.

CTXXF $52M

Wolf's Substack Jul 31 2 clicks

[OTCM] Listings for the rest of us

OTC Markets gives smaller, distressed, and lightly disclosed companies a trading venue outside NYSE and Nasdaq, with lower listing barriers…

OTCM $626M

scuttleblurb Jul 31 3 clicks

BBB Foods: A Proven Discount Grocery Model With Ample Runway Ahead (Ticker: TBBB)

BBB Foods, Mexico’s discount grocer, is building a hard-discount model with room to expand across Mexico and beyond.

TBBB $6.8B

Emerging Moats Research Jul 31

This Stock Just Got Cheaper on Better Numbers

A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5%…

RGR $723M

The Value Road Jul 30 5 clicks

Investment idea: Flowers Foods (FLO)

Flowers Foods cut its dividend to fund $300 million of debt reduction by 2027 after the $795 million Simple Mills acquisition lifted…

FLO $1.3B

Nugget Capital Partner's Substack Jul 30

Hermès, EXLService, Sika - Q2'26 Earnings

Hermès faces leather-volume and margin risk, EXLService beats and raises despite AI concerns, and Sika gains share while trading at 22…

EXLS $6.3B

Sector Stories Jul 29

Entravision: Another Whale Has Emerged

Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer,…

EVC $588M

The Value Road Jul 28 12 clicks

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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