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 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 Nov 1 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 Nov 1 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 Nov 1 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 Nov 1 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 Nov 1 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 Nov 1 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 Nov 1 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 Nov 1 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 7 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 $62BCOHR $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 $404M

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 $20B

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

MBGL · long

Mobility Global INC -spn

Mobility Global Inc. will become a standalone public company through S&P Global’s spin-off of its Mobility division.

MBGL $5.6B

Value Investors Club Jun 25 2 clicks

🎙️The Race to Build the Next Trillion-Dollar AI Chip Company

Nvidia’s rack-scale AI systems lock GPUs, networking, power and software together as trillion-parameter models push inference spending…

NVDA $5T

Chipstrat Sep 17

Progyny: Best-In-Class And Likely To Exceed Analyst Estimates In 2027

Progyny's Q2 revenue rose 11% excluding Amazon, with margin expansion and nearly 100% EPS growth guidance for 2026 supporting…

PGNY $2.3B

Robert J. Lake Sep 17

Problems at Jackson Financial ($JXN)

Jackson Financial administers $287 billion in retirement accounts while a report says its captive, hedge-loss installment plan and…

JXN $9.4B

Hunterbrook Sep 17 4 clicks

Copart 4Q26 Business Update

Copart's U.S. insurance volumes fell 7.5% in 4Q26, largely from one customer loss, while international insurance units rose 11.2% and…

CPRT $27B

Speedwell Memos Sep 17 3 clicks

Viridian Therapeutics: Two Products, One Commercial Buildout

Viridian Therapeutics is building a shared commercial platform for Lumvoa and investigational elegrobart in thyroid eye disease, with…

VRDN $2.8B

Equity Eagle Sep 17

Broadcom q3’26 Earnings Update

Broadcom’s AI semiconductor revenue rose 221% year over year, reaching roughly 80% of $21 billion in Q3 Semiconductor Solutions sales as…

AVGO $1.6TGOOGL $3.4T

Monte Independent Investment Research Sep 17 1 click

PBF Energy: Even If It's Cyclical, I'm Not Passing It Up

PBF Energy benefits from elevated crack spreads as refinery capacity cuts and oil prices support margins, with 67.5% of spread increases…

PBF $9.2B

Andres Veurink Sep 17 4 clicks

Thursday Tailwinds #7: Sep 17, 2026

Turning Point Brands awaits FDA pouch approval, Meitec benefits from Japan’s engineer shortage, and Viemed gains from Medicare’s…

TPB $1.4BVMD $360M

Trade Ideas Flow Sep 17

Vizsla Silver (VZLA)

Vizsla Silver's Panuco project in Sinaloa remains shut after nine workers were found dead, delaying construction of a fully funded 17.4 Moz…

VZLA $1.6B

Triple S Special Situations Investing Sep 17 1 click

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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