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 37h ago 11 clicks

43h ago AEYE $173M

Idea Brunch with Jamil Tahir of TurnMark Capital

Sunday's Idea Brunch 2 clicks

Oct 31 VRRM $505M

Verra veerer

The Oak Bloke 2 clicks

From X

@KEDM_COM Oct 21 1 click

KEDM.com on X

Are we finally getting this over with? Fund 1 Investments disclosed a 9.9% stake in Xponential Fitness $XPOF and will push for a (more aggressive) strategic review. This comes on top of Voss Capital and Kanen WM also pushing for strategic alternatives. Just sell the damn thing. https://t.co/5fMAbXk9XT

@leevalueroach Oct 21 1 click

Lee Roach on X

Former Intel CEO becoming board member at $EVC means Smadex is going to zero.

@leevalueroach Oct 21

Lee Roach on X

Former Intel executive becoming board member at $EVC means Smadex is going to zero.

@leevalueroach Oct 21

Lee Roach on X

Former Intel CEO becoming board member at $EVC means Smadex is going to zero.

@stockgutter Oct 21

SG on X

$FFAI to list its robotics spin off on Monday $FFR That's just financial engineering. No reason to expect a different outcome than the parent, which has declined 99+% in the past three years (after reverse splits). https://t.co/IHlj0Yav2X

@OddDiligence Oct 21

Odd Diligence on X

@BearBullDebate ironically nvda just put out a PR the second you pushed this with Agility in it $ccxi

@orrdavid Oct 21

David Orr on X

Feels like it might finally be time to short $ARKK long term? Feel like bears never even talk about it anymore. And it's usually best to short the last bubble...

@StableBread Oct 21

Fajasy on X

For $BRUN the selloff was about funding cost, not demand. Tho its GPU leases run ~7% and roll off with the contracts, $103.5M due in 2027, $99.8M in 2028, then just $12.1M in 2029. If Elon's right that renewals price higher, re-renting those paid-off GPUs is where it makes money. https://t.co/kcEsUIRxjn

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 47h ago 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 $628M

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 $327M

TSOH Investment Research Oct 30 1 click

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

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 $327M

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 $842M

Latticework by MOI Global Oct 29 2 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 $913M

Hidden Gems Investing Oct 28 6 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

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

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 $70M

Mike Arnold Oct 29

Namib Minerals: Research Flash

Namib Minerals’ How Mine mill reached 55,000 tonnes per month, 36% above prior capacity, while a proposed $30 million Ecobank facility…

NAMM $43M

Atrium Research - Equity Research Oct 25 2 clicks

Bimergen Energy: Research Flash

Bimergen Energy filed for a Texas retail-power license to supply data centers directly and gained eligibility for federal contracts through…

BESS $15M

Atrium Research - Equity Research Oct 25 3 clicks

💥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.

GETY $8MSSTK $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 $291M

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 $357M

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

Moon River Moly: Research Note

Moon River Moly’s updated Davidson PEA lifts after-tax NPV to $1.24 billion as flotation raises tungsten output 350% and cuts molybdenum…

MRIVF $22M

Atrium Research - Equity Research Oct 21 4 clicks

Sunday, November 1, 2026

KEDM.com on X

Lee Roach on X

Lee Roach on X

Lee Roach on X

SG on X

Odd Diligence on X

David Orr on X

Fajasy on X

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