Monday, November 2, 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 $3.8B

Portfolio Update: October 2026 + Q3 Earnings outlook

Treasure Hunting 3 clicks

Oct 31 ABR $2.2B

When the liquidity does not add up

John Hempton's Newsletter 3 clicks

From X

@leevalueroach Nov 2 1 click

Lee Roach on X

Why are coal names down across the board? I see pricing up. Is market nervous about contracting season? What am I missing. Like $BTU here. Any other ones I should spend time on?

@John_Hempton Nov 2

John_Hempton on X

@AMCOverNoise I am glad you have the skill to buy gems like $AMC

@aleabitoreddit Nov 2

Serenity on X

All of $AEHR customers saying "In fact, that’s kind of everybody right now. Ship as quickly as you can." doesn't quite sound like any potential order cancellations lol. Genuine earnings beat, lot of orders faster than revenue recognition, and overall demand acceleration. Then there's upside: -"We believe this customer represents one of the largest potential burn-in system opportunities Aehr has ever pursued" From a "major supplier of AI accelerators, CPUs, and network processors", which sounds more like $AMD given historical context. - $AEHR saw acceleration from multiple silicon-photonics customers. - Guidance was stated to be conservative, since $AEHR was not supply-constrained and could fulfill more orders for FY2027. So likely potential for more earnings beats again. Downside was NAND related memory segments were delayed. I understand valuation compression from macro, but markets are selling things off like their fundamentals deteriorated, which is clearly not the case for $AEHR.

@John_Hempton Nov 2

John_Hempton on X

@224osk It is very sad. But I will die happy as you are buying $AMC.

@Mr_Neutral_Man Nov 2

Mr Neutral Man aka "Howard Marks of REITs” on X

@citrini New fear for $COLD and $LINE unlocked

@finphysnerd Nov 2

Myles on X

@TomDrinkwa66432 I've been buying Q constituents like $META, $MSFT, $GOOGL and $SOXX. I don't think RSP necessarily does badly from here, I think we just potentially go back to risk on and see an end of the year rally. Much lower conviction here though.

@StableBread Nov 2

Fajasy on X

@optionscjp Private route was potentially getting slow. The Series C ran 15 months, Nov 2024 to Feb 2026, for ~$223M, and they had already signed the $27.5M Fremont lease on Feb 10, four months before the deal was announced. Have a free deep dive $CCXI: https://t.co/bhRNBZI6mt

@StableBread Nov 2

Fajasy on X

Read the 8-K on all three exits here: https://t.co/popEnttuBt Here’s my September 21 update on $FLNC (free to read): https://t.co/nFgH33ukFt

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

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

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 3 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.

ADT $7.2BBBW $363M

TSOH Investment Research Oct 30 1 click

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 $3.7B

Terry Chrisomalis Oct 30 2 clicks

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.

MAT $4.4BWGO $903M

Latticework by MOI Global Oct 29 3 clicks

Group 1 Automotive (GPI): Q3 2026 Earnings

Group 1 Automotive trades at 5.5 times earnings as aging gasoline vehicles and EV repairs sustain service profits; insiders bought while…

GPI $3.2B

Cannibal Stocks Oct 28 1 click

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

Alexandria Real Estate: Market Sees Declining Occupancy, I See Early Recovery Signs (Rating Downgrade)

Alexandria Real Estate (ARE) faces lease expirations and occupancy pressure through 2028, but leasing momentum supports a projected…

ARE $7.4B

Luuk Wierenga Oct 28

EYE · long

National Vision Holdings INC

National Vision Holdings, EYE, is pitched long as one of the largest optical retailers.

EYE $1.4B

Value Investors Club Jun 25

The Arithmetic: How a $9 Spanish-Language Broadcaster Becomes a $100 AdTech Stock

Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.

EVC $638M

The Value Road Jun 15 4 clicks

Weekend Digest #346 (AVAL, SpaceX QQQ & Passive Indexing, CBOE Vs. Kalshi)

Grupo Aval has doubled from entry, with further upside tied to Colombia’s new government.

AVAL $5.1B

Ian’s Insider Corner Jun 15 1 click

Quick Value #318 - Campbell's (CPB)

Campbell's trades at 10-11x earnings and a 7% yield after shares fell over 50%, while 4x leverage, weaker volumes and margin pressure…

CPB $6.5B

Value Don't Lie Jun 15

AnaptysBio (ANAB)

AnaptysBio’s Jemperli royalty receipts rise after a Sagard financing obligation ends in 2027.

ANAB $1.4B

Triple S Special Situations Investing Jun 15 2 clicks

What I've Been Reading

Yesway, Dollar General and Expedia feature in a research roundup spanning convenience retail, discount stores and AI-driven travel search.

YSWY $1.6B

Stock Thoughts Jun 15

Dance with the Devil (Nasdaq: ILPT)

ILPT’s Hawaii ground leases and US warehouse portfolio are improving, while five-year fixed-rate refinancing eases the debt burden created…

ILPT $416M

Real Assets, Real Value Jun 15

Everyone Bought the Shovels

Element Solutions sells consumable chipmaking chemistry, with a $75 target from $44 based on an AI-driven semiconductor-materials rerating.

ESI $8.2B

Mispriced Assets Jun 15

ASR: Sureste Airports Soaring To 50%+ Upside, Market Is Missing The New Assets

Sureste Airports’ 20-airport Motiva acquisition and U.S. concessions are set to lift EBITDA, while shares trade at 7x forward EBITDA.

ASR $7.2B

Ian’s Insider Corner Jun 14

A Hardware Multiple on a Software Powerhouse

A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…

CALX $2.1B

The Value Road Jun 12 5 clicks

Monday, November 2, 2026

Lee Roach on X

John_Hempton on X

Serenity on X

John_Hempton on X

Mr Neutral Man aka "Howard Marks of REITs” on X

Myles on X

Fajasy on X

Fajasy on X

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