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 $430M

Capital Employed Nov 1 13 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

@eriksen_tim Oct 15

Tim Eriksen on X

Another excellent quarter from River Financial $RVRF EPS of $1.93. Trading at 6x growing run rate. https://t.co/MKvOlibndK Can be hard to buy at some brokers. Fund bought a year ago at ~$33.

@gnoble79 Oct 15 2 clicks

George Noble on X

This “genius” is my new favorite contra. Looks like he learned his trade from the odious @ericjackson And people wonder where I get my great short ideas. Just follow this clown and fade him. $IREN @piovincenzo_ @MarkNeuman18 @dayetweets @RealJimChanos https://t.co/0U1HpaIo3h

@majgeoinvesting Oct 15 1 click

Maj Soueidan on X

@SowingAlphaSeed @LogicalThesis @KyleAdamsStocks @pernasresearch . @LogicalThesis - this should help you with some of the research in $PPIH. Breakdown of their last Q. https://t.co/Y758cuYpIx

@SowingAlphaSeed Oct 15

Farmer on X

@LogicalThesis @KyleAdamsStocks I think @pernasresearch and @majgeoinvesting are long $PPIH

@SowingAlphaSeed Oct 15

Farmer on X

@LogicalThesis @KyleAdamsStocks $PSIX is one of the ones I don't own. Saw some positive mentions on X though including from @GuastyWinds

@Mr_Neutral_Man Oct 15

Mr Neutral Man aka "Howard Marks of REITs” on X

One of the more fun tea leave readings trades $3.00 special divvy and then some stub value $SITC Bought some after the news came out Now a 13% position I believe which is really 2% after special dividend Published this article at 2:19pm today Won’t be able to replicate this call in the future with a 2 hour catalyst https://t.co/90NjRK2pvx

@KEDM_COM Oct 15 1 click

KEDM.com on X

Starboard built a ‘several‑hundred‑million‑dollar’ stake in Shake Shack $SHAK, likely making it the largest active shareholder. It calls the brand undervalued, seeing it trading at ‘about half’ of where it should be. Starboard is pushing SHAK to accelerate US expansion by adding franchising rather than relying solely on company‑owned stores.

@marginofdanger Oct 15 2 clicks

marginofdanger on X

$BWEL annual meeting is next week in Pasadena. Since the last meeting, the company raised dividend back to $5/quarter and did the largest buyback in recent memory. Additionally, there is some new blood in the C-suite (although Jim Boswell is still there). Will be interesting!

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 $404M

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 $363M

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 $3.7B

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

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.

GETY $8M

Value Investors Club Aug 3

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…

DX $2.8BRITM $5.3B

Benjamin C. Barry Oct 30

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,…

BBW $363M

Cassandra Unchained Oct 29 2 clicks

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.

MAT $4.4BWGO $903M

Latticework by MOI Global Oct 29 3 clicks

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…

DUOT $192M

Shareholders Unite Oct 29 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…

GPI $3.1B

Cannibal Stocks Oct 28 1 click

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…

DAKT $913M

Hidden Gems Investing Oct 28 6 clicks

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…

ARE $7.1B

Luuk Wierenga Oct 28

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…

ENVA $4.3B

Substack von Philipp Oct 28 3 clicks

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.

INOD $1.6B

The Technology Letter Oct 27 6 clicks

Sunday, November 1, 2026

Tim Eriksen on X

George Noble on X

Maj Soueidan on X

Farmer on X

Farmer on X

Mr Neutral Man aka "Howard Marks of REITs” on X

KEDM.com on X

marginofdanger on X

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