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

FBRT · long

Franklin Bsp Realty Trust In

Franklin BSP Realty Trust, a commercial mortgage REIT, is presented as a long at $8.20 per share and a $757 million market capitalization.

FBRT $940M

Value Investors Club Jun 19 2 clicks

GPGI Inc.

GPGI, formerly CompoSecure, is David Cote’s $4.2 billion industrial acquisition platform, managed by Resolute Holdings for 2.5% of adjusted…

GPGI $3.6BRHLD $930M

Kairos Research Apr 29

The Maintenance Capex Mirage at Americold ($COLD) and Lineage ($LINE)

Americold and Lineage face a cold-storage supply overhang, weakening rents and labor and power costs that pressure thin NOI margins and…

COLD $3.9BLINE $8.3B

Shallow Dives Apr 28

GCI Liberty (GLIBK) Acquires Quintillion: What is John Malone up to?

GCI Liberty is acquiring Alaska’s Quintillion fiber network for $360 million, giving John Malone a platform to expand GLIBK beyond its…

GLIBA $935M

Hidden Gems Investing Apr 28

Buyout Update for Hidden Rock Capital Names

RE/MAX’s $13.80-per-share Real Brokerage offer is capped at $80 million cash, implying roughly $11.40 of value at REAX’s $2.02 share price.

REAX $617M

Hidden Rock Capital's Newsletter Apr 27

Why I Think This Stock is Worth 3x the Current Price

Insperity's healthcare-cost spike, $120 million technology expense and weak SMB hiring drove its 70% drawdown; normalized earnings could…

NSP $2B

Iggy on Investing Newsletter Apr 27

Single Stock Spotlight #7: XPEL, Inc. (XPEL)

XPEL's paint-protection-film sales accelerated to 13% growth in 2025 as inventory resets eased, with margin recovery targeted after…

XPEL $1.3B

Hidden Rock Capital's Newsletter Apr 22

Linking RCM Technologies to a Multibillion-Dollar Hyperscale Buildout

RCM Technologies is providing engineering services to Cipher Digital, whose 3.4 GW contracted and pipeline capacity implies more than $20…

CIFR $3.3B

Byron Street Research Apr 20

Our Q1 2026 Letter & Look Ahead: Oil, Iran, OXY & PTON

Open Square Capital’s Q1 2026 letter discusses the oil market, Iran, Occidental Petroleum and Peloton.

PTON $2.4B

Open Insights Apr 17

Under The Hood, Pool Corporation - $POOL

Pool Corporation controls roughly 40% of US pool-product distribution, with maintenance representing 64% of sales as new-pool construction…

POOL $7.7B

Bearhold Research Apr 17 2 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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