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 $164M

Idea Brunch with Jamil Tahir of TurnMark Capital

Sunday's Idea Brunch 2 clicks

Oct 31 VRRM $404M

Verra veerer

The Oak Bloke 2 clicks

From X

@IdeaBrunchEmail Apr 2 1 click

Idea Brunch on X

Had a blast publishing this interview with @aaronjsallen. Aaron is a phenomenal small/mid-cap investor and shares his research process and some ideas in this Idea Brunch interview Tickers mentioned: $UBAB, $RCKY, $WHG, and $RFIL https://t.co/fgvQX74K8m

@IdeaBrunchEmail Jan 17

Idea Brunch on X

Just published an Idea Brunch with Jad Fakhry of Poplar Point Capital! Jad knows a ton about the microcap landscape and shares some interesting ideas $MCEM $AMNF $CTG $SPCO https://t.co/gADss5LzBk

@IdeaBrunchEmail Dec 4

Idea Brunch on X

Idea Brunch with Chris Hammond of @JaguarCapMgmt A masterclass in healthcare investing. Tickers mentioned: $DRIO, $ADMA, and $QDEL https://t.co/l1BHGMZkRG

@CapitalVoss Nov 30

Voss Capital on X

Voss's Q3 letter is out. We take a look at some macro fears that failed to materialize this year, comment on historically cheap small cap valuations, and provide brief updates on our top 4 longs ( $GFF $IMXI $EXTR $BXC) and one new core idea ( $CROX). https://t.co/qG5Mo94ORB

@CapitalVoss Feb 3

Voss Capital on X

@TraderNewsFeed @AggieCapitalist We had a deep deep recession in 2020 and $ALTG grew right through it and held EBITDA flat...

@CapitalVoss Feb 3

Voss Capital on X

@TraderNewsFeed @AggieCapitalist That would certainly be a shock out of left field as they are telling you demand is accelerating across every vertical. CRE construction projects take time. ABI looks strong, particularly new inquiries, a good leading indicator. $ALTG organic rev only declined 3% in '20 Recession https://t.co/j7GD9MvAzC

@CapitalVoss Nov 24

Voss Capital on X

@alluvialcapital Um, you don't need to go to Poland. Here are the US listed stocks that fit your criteria. $ABG, $BXC, $BLDR, $LPX, $RCII, $VSTO, $BKE to name a few. https://t.co/VLTbA5S9u8

@CapitalVoss Nov 2

Voss Capital on X

$WU calling out Latin America and Mexico as the brightest growth spots this Q. Great read through for $IMXI. "Latin America was probably the one brighter spot that continued to recover a little bit from last year because Latin America has less relative digital business growth"

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 $54M

Calvin Blissett Nov 1 1 click

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 $690M

Equity Eagle Oct 31

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.

BBW $363M

TSOH Investment Research Oct 30 1 click

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

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.

WGO $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

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 $977M

Hidden Gems Investing Oct 28 6 clicks

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…

BBW $363M

Rafa F. Oliver, CFA Oct 26 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…

HTZ $684M

Jimmy's Journal Oct 26 69 clicks

VITL · long

Vital Farms INC

Vital Farms is a long idea after bird flu-driven egg supply losses coincided with a structural shift.

VITL $459M

Value Investors Club Aug 3

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,…

PRTS $68M

Mike Arnold Oct 29

💥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.

SSTK $160M

PETITION Oct 25 4 clicks

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…

KINS $290M

Given Mahlangu Oct 25 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…

RNGR $315M

Calvin Blissett Oct 24 81 clicks

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…

EROC $402M

Monte Independent Investment Research Oct 23 11 clicks

Unicycive (UNCY):

Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…

UNCY $104M

Triple S Special Situations Investing Oct 22 4 clicks

BMBL 2026-10-21

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.

BMBL $790M

Modern Value Investing Oct 21 8 clicks

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…

GLOO $268M

Guardian Research Oct 21 4 clicks

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…

SGMT $699M

Equity Eagle Oct 21 3 clicks

Sunday, November 1, 2026

Idea Brunch on X

Idea Brunch on X

Idea Brunch on X

Voss Capital on X

Voss Capital on X

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Voss Capital on X

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