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 AEYE $164M

Idea Brunch with Jamil Tahir of TurnMark Capital

Sunday's Idea Brunch 2 clicks

Nov 1 CLMT $3.8B

Portfolio Update: October 2026 + Q3 Earnings outlook

Treasure Hunting 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

Initiation Report

Nine Mile Metals is initiated under research coverage.

VMSXF $15M

Atrium Research - Equity Research Nov 1 1 click

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 1 click

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

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

Smart Fit: Global Fitness Ambitions (Ticker: SMFT3)

Smart Fit, Brazil’s SMFT3, is expanding its low-cost gym network across Latin America, with corporate-wellness platform TotalPass adding to…

ESMR $1.9M

Emerging Moats Research Oct 30 2 clicks

Miami International: Q3 Growth And Operating Leverage Impress (Rating Upgrade)

Miami International Holdings posted 20% Q3 revenue growth and 47% EBITDA growth as options volumes, market-share gains and operating…

MIAX $3.4B

Seeking Profits Oct 29 4 clicks

OSS Q3 FY12/26 Earnings Analysis

One Stop Systems grew Q3 continuing-operations revenue 36% to $12.6 million, raised FY2026 revenue guidance to $45 million, and used $11.8…

OSS $129M

Cestrian Capital Research Oct 29 1 click

IOND · long

Ionic Digital INC

Ionic Digital (IOND) is pitched as a legacy bitcoin miner shifting into AI infrastructure, with Nscale’s Microsoft-backed, NVIDIA-linked…

IOND $2.8B

Value Investors Club Jul 29

Cava Group: Buying The (Feta) Dip? (Ticker: CAVA)

Cava’s $3 million AUVs, 25.1% restaurant margins and sector-leading same-store sales support its expansion case as awareness rose from 40%…

CAVA $7.1B

Emerging Moats Research Oct 9 6 clicks

Namib Minerals: Research Note

Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.

NAMM $43M

Atrium Research - Equity Research Oct 8 3 clicks

This Week in Special Situations: Constellation Brands, GEO Group, Under Armour, CITIC Resources

Special-situations survey profiles 26 activist, capital-return, M&A and strategic-alternative catalysts, led by buybacks at Under Armour,…

GEO $3.8BUAA $2.3B

Latticework by MOI Global Oct 8 2 clicks

Thursday Tailwinds #10: 8 Oct 2026

US aluminium tariffs, European glass automation and Foraco’s constrained drilling fleet create multi-year pricing tailwinds, with Century…

CENX $3.3B

Trade Ideas Flow Oct 8 3 clicks

The Story Millrose Told Wall Street About Lennar Purchases Doesn’t Match The Evidence

Millrose told Goldman its Lennar purchases had rent-to-own tenants lined up, but most analyzed homes were advertised for rent and showed…

MRP $4.5B

Hunterbrook Oct 8 4 clicks

Golar LNG q2’26 Operational Update

Golar LNG ordered a $2.45 billion fourth FLNG vessel, targeting 3.5MTPA of capacity and $400 million in annual EBITDA under a 20-year…

GLNG $4.7B

Monte Independent Investment Research Oct 8

Lesaka: A $4.69 Stock With a $20–30 Case

Lesaka CEO Ali Mazanderani has bought more than $10 million of stock while pursuing a $20 to $30 valuation case through targeted…

LSAK $347M

Mispriced Assets Oct 8 5 clicks

CCOI 2026-10-07

What I’ve Been Up To

Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.

CCOI $324M

Stock Thoughts Oct 7 6 clicks

Lesaka: Why He's Betting Big | Ali Mazanderani | Ep. 5

Lesaka’s executive chairman has invested more than $10 million personally and targets EPS compounding above 40% through consumer, merchant…

LSAK $347M

Mispriced Assets Oct 7 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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