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 $498M

Capital Employed Nov 1 14 clicks

Nov 1 AEYE $158M

Idea Brunch with Jamil Tahir of TurnMark Capital

Sunday's Idea Brunch 3 clicks

Nov 1 CLMT $3.8B

Portfolio Update: October 2026 + Q3 Earnings outlook

Treasure Hunting 4 clicks

From X

@TidefallCapital Sep 8

Trevor Scott on X

$MCD traded at 15x PE in 2012, when just 81% of stores were franchised. Today 95% are franchised, the balance sheet is twice as levered and they have already raised prices far faster than competitors. Is this a table pounding idea at 19x NTM pe? https://t.co/whFq0xVa5y

@ActAccordingly Sep 8

PAA Research on X

@TopCornerInvest Thanks. It wasn't based on the quarter. There's more to go here. $MUSA $CASY

@TidefallCapital Sep 8

Trevor Scott on X

$FICO could have just kept quiet and slowly raised prices. Instead they jacked it up 17x over 5 years and lost their 30 year monopoly. 'Anyone that has a monopoly will pretend that they're in incredible competition.' - Peter Thiel https://t.co/fCCphiaSox

@TimyanBankAlert Sep 8

Timyan Bank Alert on X

The Pipeline: Blue Ridge $BRBS worked to shore up its business between two sale offers | S&P Global Market Intelligence https://t.co/nfapDdBkkI

@DOMOCAPITAL Sep 8 1 click

DOMO Capital Management, LLC on X

$GME 👀 https://t.co/o0cx17NM88

@TidefallCapital Sep 8

Trevor Scott on X

@ValueInvestShow fashion cyclicality has destroyed many value investors! revenue is quickly decelerating and ebit margins are double a decade ago! not a single insider purchase in this 63% drawdown $DECK

@ACapitalLP Sep 8

A Capital on X

$FSLR initiated at $260 (9/8/26) https://t.co/kyadOqiPsJ

@majgeoinvesting Sep 8

Maj Soueidan on X

Well, add $PPIH to this sleep with “one eye open” earnings report list. Tomorrow: $OCC + $PPIH’s first ever earnings call. At least $RFIL is now confirmed and pushed to next week (September 14). https://t.co/R6wurrniCi

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 2 clicks

Altria: Dutiful

Altria raised 2026 adjusted EPS guidance to $5.66 to $5.74 and authorized more buybacks, while on! loses share as cigarette margins hold.

MO $130B

Invariant Nov 1 3 clicks

Sleep Well Portfolio (Oct 2026) - SWI#25 and #26 Adding Exposure to AI.

Sleep Well Portfolio adds two AI infrastructure suppliers and trims CrowdStrike at a 140x free-cash-flow valuation and $270 billion market…

CRWD $248BSE $49B

Sleep Well Investments Nov 1 8 clicks

Portfolio Update October 2026

Portfolio returned over 15% in October, lifting cumulative gains to 103.5%, while adding 3i Group and increasing Floor & Decor and…

TGOPF $36BTSCO $19B

D Invests Nov 1 4 clicks

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 4 clicks

Expert Call | Optical Module Ramps, Lumentum vs. Coherent Momentum, Server CPU, and Advanced Packaging Constraints

AAOI, Lumentum and Coherent 800G ramps, NVIDIA Rubin timing, and AMD, Intel and Arm server CPU demand frame an expert call on AI…

LITE $48BCOHR $41B

P Equity Research Oct 31 2 clicks

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…

VRRM $333M

The Oak Bloke Oct 31 3 clicks

FTAI 3Q26: Aero margins in focus

FTAI’s Aerospace Products margin rebounded to 31% as CFM56 module output rose, while Power deposits and contracted deliveries fund its 2027…

FTAI $17B

Stock Thoughts Oct 31 5 clicks

SoFi Technologies: Nobody Saw This Coming

SoFi raised its 2026 guidance after a blowout Q3 and issued a strong 2027 outlook, with revenue projected to reach $5 billion by Q4 2030.

SOFI $21B

Riyado Sofian 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 $4B

Substack von Philipp Oct 31 4 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 $7.4M

Value Investors Club Aug 3

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

CVX Earnings Review

Chevron’s Q3 revenue rose 35% to $65.2 billion and EBITDA 75% to $20.2 billion, while production trailed guidance and refining margins…

CVX $423B

Cestrian Capital Research Oct 30 4 clicks

AstraZeneca (AZN) Q3 FY12/26 Earnings Review

AstraZeneca reported $16.2 billion Q3 revenue, up 7%, as oncology grew 17% and Farxiga fell 25% after US generics.

AZN $285B

Cestrian Capital Research Oct 30 3 clicks

SNY Earnings Review

Sanofi raised FY26 guidance after Q3 sales grew 14.3% at constant currency, led by 34.8% Dupixent growth; vaccines declined 6.6%.

SNY $114B

Cestrian Capital Research Oct 30 1 click

Bloom: Chinese Scandium Supply Route Restarts

Bloom may have reopened imports of scandium-containing components from China to the United States, according to new trade data.

BE $52B

Hunterbrook Oct 30 5 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.

MKL $24BADT $7.2B

TSOH Investment Research Oct 30 1 click

Wall Street Erased $16 Billion From a Legal Monopoly Over an AI Myth.

Verisk Analytics’ 40 petabytes of proprietary insurance data and regulatory infrastructure shield its underwriting business from generative…

VRSK $25B

First Strike Research Oct 30 7 clicks

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 $3.6B

Terry Chrisomalis Oct 30 2 clicks

What a Marvell-Lumentum Deal Means for DSPs, Lasers, and Modules

Marvell’s reported Lumentum bid would combine DSPs, lasers and optical modules, but $4 billion of cash and $5 billion of debt point to a…

MRVL $117BLITE $48B

Vik's Newsletter Oct 30 1 click

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Sunday, November 1, 2026

Trevor Scott on X

PAA Research on X

Trevor Scott on X

Timyan Bank Alert on X

DOMO Capital Management, LLC on X

Trevor Scott on X

A Capital on X

Maj Soueidan on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 74 of 276

X accounts we follow

Investor letters we follow

Sectors