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 39h ago 11 clicks

Nov 1 CLMT $4.3B

Portfolio Update: October 2026 + Q3 Earnings outlook

Treasure Hunting 2 clicks

Nov 1 MO $130B

Altria: Dutiful

Invariant 2 clicks

From X

@finphysnerd 34h ago 1 click

Myles on X

$AAPL is a pretty straightforward short here imo. Even ignoring the ridiculous valuation, it's become a flight to safety stock. If we get a proper market crash I can't see it continuing to hold up, meanwhile if we get a recover in the Q's we likely see a rotation out.

@finphysnerd 35h ago 1 click

Myles on X

$GRND has gotten cheap again. Short report concerns have been mostly shrugged off. It's still one of the best businesses in the world and now trading at 24x trailing earnings. Will be adding a bit and buying dips.

@BarbarianCap 37h ago 1 click

Barbarian Capital on X

7/n $BSP CEO @luke10ferrari on Joys of Compounding @Buhrman_Rick ⁠@PaulBuser⁠ Sounds like a very thoughtful operator, not that he needs my opinion https://t.co/Xwd1Namvk8

@finphysnerd 38h ago 3 clicks

Myles on X

I think $HONA looks pretty attractive here. Some execution risk, but this is fundamentally a fantastic business that is experiencing short term issues, while experiencing spinoff selling and hedge fund degrossing. I think it's hard to lose too much money here.

@negligible_cap 39h ago 2 clicks

Negligible Capital on X

Wonder when $META will do the same for Muse. They obviously can sustain it a lot longer than SpaceX but Muse (as Zuck noted on their call) is very expensive Have seen sell side putting around $180 / year cost estimates per user in the free tier. Not cheap https://t.co/j1RqQzdZpZ

@ACapitalLP 39h ago 2 clicks

A Capital on X

The market seems to be valuing $GRND like a traditional swipe app with a shrinking payer base ($MTCH), rather than a utility for a community with no real substitute. The engagement numbers are absurd. Data shows Grindr users spending 6h 27m/month on the app vs. 2h 10m for Hinge and 1h 30m for Tinder (~3x and ~4.3x, respectively). Add $26.50 ARPPU, 16% payer growth, and ~42% EBITDA margins. Not exactly the economics of a dying dating app…

@ACapitalLP 40h ago 1 click

A Capital on X

Why isn’t $GRND asymmetric into the 11/5 print? At $12.65, it’s ~10x ‘27 EBITDA pre-Freddie, alt data shows MAUs reaccelerating, and the call should clarify Freddie’s margin dilution. The Ithaca Holdings take-private of $BMBL and Zage’s $18 bid last year provide interesting valuation reference points… What’s the bear actually leaning on?

@ParadisLabs 40h ago 1 click

Paradis on X

Pretty crazy: $AAPL is now negatively correlated to $QQQ for the first time ever. The market is treating Apple as a safe haven from AI capex. https://t.co/KnzKu2Fpff

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 $267BSE $45B

Sleep Well Investments Nov 1 6 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 $33BTSCO $18B

D Invests Nov 1 3 clicks

Agnico Eagle: Soaring Above The Peer Group

Agnico Eagle expects low-end 2026 guidance despite Barnat setbacks, while Hope Bay, Upper Beaver and Odyssey support production above 4…

AEM $84B

Taylor Dart Nov 1 3 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 3 clicks

Amazon.com Inc (AMZN) Earnings Update: Q3 2026

Amazon reported Q3 2026 net sales up 12% year over year to $201.9 billion, narrowly below the $202.3 billion consensus estimate.

AMZN $2.6T

SixSigmaCapital: Navigating the Financial Markets Oct 31 7 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 $83BCOHR $47B

P Equity Research Oct 31 1 click

Verra veerer

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

VRRM $505M

The Oak Bloke Oct 31 2 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 $16B

Stock Thoughts Oct 31 4 clicks

Microsoft's AI Boom Has A Cost

Microsoft’s Azure grew 48% as AI monetization accelerated, but doubled CapEx, largely for CPUs and GPUs, reduced quarterly free cash flow…

MSFT $3.9T

Yiannis Zourmpanos Oct 31 2 clicks

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

SPHR · long

Sphere Entertainment CO

Sphere Entertainment is shifting from construction and startup spending to a high-margin, cash-generative venue-operator model, with…

SPHR $3.9B

Value Investors Club Jul 17 4 clicks

Insider activity September 2026

Asian insider buying rose 19% to US$2.4 billion across 930 September transactions, led by Grab CEO Anthony Tan’s US$30 million purchase…

GRAB $12B

Asian Century Stocks Oct 14 8 clicks

Scarcity is the boogey man for ASML, Applied Materials

ASML’s strong quarterly results failed to prevent a selloff, as AI investors focused on scarcity fears facing chip-equipment makers…

ASML $610BAMAT $310B

The Technology Letter Oct 13 9 clicks

Apple HomeView, The New Apple TV, The App Story

Apple HomeView raises questions about demand for expensive Apple devices built around subpar AI.

AAPL $5.1T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 13 8 clicks

Expert Call | Corning

Corning’s NVIDIA-backed 10x fiber expansion, enterprise connector demand and carrier capacity plans frame its optical communications…

GLW $111B

P Equity Research Oct 13 40 clicks

Apple and LG, The House For Everyone Else, Agent Standards and Amazon

Apple is leaning on partner integration for the smart home, while Amazon faces strategic choices around AI agents.

AAPL $5.1TAMZN $2.6T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 13 7 clicks

Nvidia’s Investor Meeting

Nvidia’s investor meeting features CFO Colette Kress and IR and Strategic Finance VP Toshiya Hari.

NVDA $5.2T

P Equity Research Oct 13 12 clicks

OCP Day One: AMD CEO Sees Strong Demand for AI Inference and CPUs

AMD CEO Lisa Su says demand for AI inference and CPUs continues to rise as computing capacity becomes more valuable.

AMD $925B

Key Context by Tae Kim Oct 13 4 clicks

Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 2, Verisure)

Verisure’s 6.38 million monitored-alarm subscribers generate 90% recurring revenue, while its disclosed acquisition costs and 6%-8% churn…

ROL $16B

Best Anchor Stocks Oct 13 24 clicks

SED Energy: The 40% Dividend. Signal or Noise?

SED Energy's proposed Ventura merger projects a 22% to 40% dividend yield, but idle tender barges, debt and repayments materially reduce…

SBDXF $543M

Cannibal Stocks Oct 13 8 clicks

Sunday, November 1, 2026

Myles on X

Myles on X

Barbarian Capital on X

Myles on X

Negligible Capital on X

A Capital on X

A Capital on X

Paradis on X

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