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
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From X
💥PETITION💥 on X
"Digital gold," they said. $BTC https://t.co/sDFnifHur6
💥PETITION💥 on X
This chart is bananas🍌. $RGTI https://t.co/MzZKnXdc0b
Laughing Water Capital on X
Think signal value for $NN is very high here. Ajit Pai, Brendan Carr’s mentor at the FCC, is Pres and CEO of CTIA. Execs from $VZ and $T are chair and vice chair. Unlikely they put Mariam on the board unless $NN future is bright. 💯% Pai knows what is happening behind FCC doors. https://t.co/4Jtm3aiAf9
Laughing Water Capital on X
Sounds like terrestrial GPS is being prioritized $NN https://t.co/EZoHuCydcB
Laughing Water Capital on X
$NN https://t.co/WSPZtvXkj1
Laughing Water Capital on X
Terrestrial backup to GPS is essential. $NN https://t.co/sCRxCPCldm
Brian McGough on X
$HELE Helen Of Destroy out with another punk quarter. Organic sales down 10%. Trouble brewing in China. Cut guidance again. We shorted this at $120 with a $5 price target. Stock struggling to hold $20 this a.m. Sticking with this one...
catechwilliams on X
$HERE: pop toy fad crashing like Beanie Babies. #1 selling product prices plunging 90% during critical holiday period. $HERE revenue and margins will be impacted severely. https://t.co/czXxPRZTZy
Investor Letters
All letters- Curreen Capital July–September 2026 CLVT $1.4BAAP $2.9B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.6BCALY $3B
- East 72 Period to 30 September 2026 AVOL $8.2BFCODF $4.8B
- Broyhill Asset Management third quarter 2026 MFP $1.9BVVV $4.4B
- Fairtree Asset Management Q3 2026 SSL $9.7B
- Alluvial Capital Management Third Quarter 2026 BSVN $553MFTLF $75M
- 1 Main Capital third quarter 2026 BFIT $2.2BHGV $3.3B
- Polaris Capital Management Third Quarter 2026 G $6.8BLKQ $5.1B
Travelzoo ($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
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…
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…
Seeking Profits 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…
GETY · long Getty Images 11.25% Senior Secured Bonds due 2030
Getty Images’ $540 million 11.25% senior secured notes due 2030 trade at 78, implying a 20% yield to maturity.
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 
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.
Duos Technologies Pivot To Data Center Pods Is Gaining Traction
Duos Technologies, DUOT, has shifted to modular edge data center pods, with Q2 revenue up 30% to $6.18 million and FY27 revenue guided…
Shareholders Unite 2 clicks
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.
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- Westwood — Quality SmallCap Fund
- White Brook Capital
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Sectors
Ordered by how often our editor reaches for them.
