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
ToffCap on X
Lynrock using the strong share price move to take some chips off the table $RDCM https://t.co/Es7p8XSA9w https://t.co/2l52A8yPOB
Tim Eriksen on X
For those interested, Solitron Devices $SODI Annual Meeting from last week was recorded and is available on Solitron's IR page. https://t.co/2Ijmz7MnjL
mavix on X
I just published my Earnings Update about the Q1 2026 of Evolution $EVO $EVVTY. You can find it in the Portfolio section of the blog :) https://t.co/QXlBS93lji
ToffCap on X
What did I tell you guys 100 times?? Wait until we're finished doing the works! $RDCM https://t.co/15NpmF6Ytc https://t.co/2l52A8yhZ3
Tim Eriksen on X
Solitron Devices $SODI releases preliminary Q4 results. Annual meeting this Friday. https://t.co/89tXyZdnYY
mavix on X
Evolution $EVO Q1 '26 results: ▫️Revenues -1.5% *Live Casino -3.2% *RNG +8.2% ▫️EBITDA -1.9% ▫️EBITDA margin of 65.4% (vs. 65.6%) ▫️Profit -1.1% ▫️EPS +2.1% ▫️OCF -4.3% ▫️Europe decline continues die to regulation, while other regions show good progress https://t.co/0HkW1HexzA
Little Owl Research on X
Fantastic report. Huge value proposition for POS originators, very scalable. RBDT could become a meaningful part of the business (cherry on top), but its comparatively more difficult to underwrite. I’m happy to hold my shares just for the RPP growth potential. Long $VBNK https://t.co/8DuwRpY8gt
Tim Eriksen on X
Cedar Creek Partners Q1 letter released. Fund was up 6.8% in Q1, net of fees and expenses. $SODI $ENDI $EXCE $PHIF $HRBR $STLE $SLBK $RVRF https://t.co/d794sYsHAT
Investor Letters
All letters- Curreen Capital July–September 2026 GETB $53MTRUE-B $624M
- Alluvial Capital Management Third Quarter 2026 BSVN $553MFTLF $75M
- 1 Main Capital third quarter 2026 LMB $595MWILD $229M
- Langdon Equity Partners Q3 2026 LOECF $740MAVTS $409M
- Halvio Capital Q3 2026 CZBS $126MMCCK $490M
- GreensKeeper Asset Management Q3 2026 ABANF $249MTVAGF $79M
- Miller Value Partners third quarter 2026 FOSL $451MGTN $510M
- Artisan Partners Q3 2026 6287 $538MFLRAF $438M
Travelzoo ($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…
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 
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.
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.
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
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…
Build-A-Bear Workshop: The Price Assumes Its Worst Quarter Lasts Forever
Build-A-Bear Workshop’s failed pre-made toy line compressed margins, but resilient children’s sales support a $39.39 fair value estimate…
Rafa F. Oliver, CFA 4 clicks
How to Read a 10-K Like a Short Seller
A four-layer 10-K framework tests revenue timing, receivables, reserves and depreciation against cash flow, using Hertz’s 2012-14…
VITL · long Vital Farms INC
Vital Farms is a long idea after bird flu-driven egg supply losses coincided with a structural shift.
CarParts.com: Insider Buying Could Signal Inflection Point (Earnings Preview)
CarParts.com insiders bought $2 million of PRTS ahead of its December third-party marketplace launch, as cost cuts and new membership,…
Mike Arnold 
💥Is Getty a Prepack in Name Only?💥
Getty Images' 2026 Chapter 11 filing is challenged as a prepack after warrant litigation, a failed Shutterstock merger and AI pressure.
Kingstone Company: Reduction In Reinsurance Will Improve Margins
Kingstone Company is replacing quota-share cessions with catastrophe reinsurance, lifting quarterly EBIT margin to 29% from a 24% sector…
Given Mahlangu 3 clicks
I went through all 142 companies in Value Line this morning. Here are the 6 that made it
Six Value Line small caps including Blackbaud, Marqeta, Ranger Energy and Definitive Healthcare trade on net cash, buybacks, low multiples…
Research & Analysis: ERock, Inc. (NYSE: EROC)
ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity…
Unicycive (UNCY):
Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…
Bumble is being taken private
Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.
GLOO, part two
Gloo faces related-party deals, insider-heavy IPO ownership, acquisition losses and $84.5 million of CEO-backed puts as it burns cash and…
Sagimet Biosciences: The U.S. Acne Trial Is A Replication Exercise, Not A Discovery Bet
Sagimet Biosciences' denifanstat enters a fully funded U.S. acne registration trial after Phase 3 results, with SGMT trading below cash and…
Equity Eagle 3 clicksPublications we follow
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Newsletters 109
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- Multibagger Monitor
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Blogs 15
- Atrium Research - Equity Research
- Bireme Capital - Investor Letters
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- Choice Equities Capital Management
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- Crossroads Capital | Research-driven, Value-centric
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- Stratechery by Ben Thompson – On the business, strategy, and impact of technology.
- The Technology Letter
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Seeking Alpha 72 of 272
Adam Schadt
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Arizona Equity Research
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Capital Connoisseur
Cypriot Invests
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Deep Value Investing
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Fountainhead
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Henrik Alex
High Alpha Professor
Ignacio Planas Gonzalez
Infinity Curve
Investor Overview
IWA Research
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JR Research
Julia Ostian
Khaveen Investments
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Lee Bailey
LL Insights
Long Player
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Melissa Tucker- Mike Arnold
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PropNotes
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Quantryon Capital
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Rubicon Associates
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Seeking Profits
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The Alpha Analyst
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The Supercycle Investor
The Undercovered Dozen
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Uttam Dey
Value Capital Research
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Zoltan Ban
X accounts we follow
Every account on this site, hand-picked.
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💥PETITION💥
A Capital
absreturnchaser
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AltayCap
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Bank Reg Blog
Barbarian Capital
BDC
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Brian McGough
Broken Moats
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catechwilliams
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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
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Negligible Capital
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Paradis
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Prepared Remarks
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Raging Capital Ventures
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Serenity
SG
Sheel Mohnot
SouthernValue
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Tim Eriksen
Timyan Bank Alert
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ToffCap
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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
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- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
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- Alpinum Investment Management AG
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- Andvari Associates
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- BBH
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- Castlebay Investment Partners
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- Chevy Chase Trust
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- Crossroads Capital, LLC
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- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
- DoubleLine
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- Greenwood Gearhart
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- Gresham House Strategic Equity Capital
- Grey Owl Capital Management
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- 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
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- Intrepid Capital
- Invenomic Capital Management
- Ironvine Capital Partners
- JB Global Capital
- JM Finn
- Janus Henderson Investors
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- Kathmandu Capital
- Kaydan Wealth Management
- Kennedy Capital Management
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- Kingdom Capital Advisors
- LVS Advisory
- Lakehouse Capital Global Growth Fund
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- Langdon Equity Partners
- Lansing Street Advisors
- Latitude Investment Management
- Laughing Water Capital
- Leonard Rickey Investment Advisors
- Lindsell Train Limited
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- Lyrical Asset Management
- Manole Capital Management
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- Markel Group
- Marram Investment Management
- Massif Capital
- Matrix Asset Advisors
- Matthews Asia
- Mayar Capital
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- Meridian Growth Fund
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- 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
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- Nixon Capital
- North Sky Capital
- O'Keefe Stevens Advisory
- Oak Associates Funds
- Oak Ridge Investments
- Oakmark Funds
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- Oldfield Partners
- Open Insights Capital
- Ophir Asset Management
- Optimist Fund
- Orange Investment Advisors
- Oujo Wealth Strategies
- Overseas Asset Management Asian Recovery Fund
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- 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
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- Sound Shore Management
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- 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.
