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

Oct 31 VRRM $404M

Verra veerer

The Oak Bloke 2 clicks

Oct 30 BBW $363M

TSOH Weekly Roundup (10/30/2026)

TSOH Investment Research 1 click

From X

@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

@DOMOCAPITAL Nov 2

DOMO Capital Management, LLC on X

@mrbergmann The credit terms (carving out Dec. dividend and providing transferability to another party) clearly seem to indicate, at least to me, that $MNRO is expecting to announce a sale of the entire company within months.

@finphysnerd Nov 2

Myles on X

Blowing my own trumpet a bit here but I'm having a good month and I think this breadth reversion bet is one of the best trades I've ever made. $RSP +5% $QQQ -9% since, wish I sized it even larger in hindsight. Called my shot. https://t.co/5i0WaEa0M5

@mavix_leon Nov 2

mavix on X

$EVO https://t.co/TNUi66u8j2

@Fierce__beast Nov 2

Fierce_beast on X

$OFRM i guess jennifer garner adjsuted ebitda is not a great financial metric. https://t.co/RR5WgC3XrE

@DeepSailCapital Nov 2

Deep Sail Capital on X

$HTZ, $CLRO https://t.co/oaOtmTqG9j

@aleabitoreddit Nov 2

Serenity on X

We've finally made it to November... holy crap October was brutal. Per Morgan Stanley data, the recent hedge fund de-grossing was the highest in the past 10 years. Exceeding the: - 2016 Chinese stock market crash - 2018 Volmageddon - March 2020 COVID crash - 2021 Archegos collapse / Evergrande crisis - 2022 bear market Goldman's prime brokerage desk reported on the 26th that it had also seen ~$20B of selling over 2 weeks vs. $23 billion during July's entire unwind. From $HOOD short interest data, from Sept -> Oct short float also increased from: $AAOI: 12.5% -> 19.84%+ $AEVA: 11% -> 25.64%+ $CBRS: 12.25% -> 20.12%+ $AEHR: 14.33% -> 17.93%+ $TSEM: 2.15% -> 4.73%+ $CIFR: 19.94% -> 25.39%+ $LWLG: 15.24% ->19.12%+ $OKLO: 17.72% ->22.93%+ $CRWV: 17.91% ->26.58%+ Substantial deleveraging coinciding with surging short interest, kinda looks like a July setup after Midterms? The recent rotation also kinda pushed names like $CRWD and cybersecurity to bubble valuations into hundreds of fwd P/E... Earnings on many AI capex + bottlenecks (not all like $INTC) looked strong: eg. $AXTI guided annualized Q4 = 23.7x P/E now, not including potential InP substrate hikes + capacity expansion that can compress it to single digits. - $SKHY (~$59B operating profit) casually making more than trillion dollar companies like Amazon ($28.1B operating profit), backed with 5Y LTAs. - No signs of $MSFT / $AMZN materially cutting capex, while $SPCX secures $40B more for GPU procurement. Slightly painful, but I think the AI capex trade (specifically photonics/memory) is a generational opportunity, with extreme volatility in between.

@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?

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.

WGO $903M

Latticework by MOI Global Oct 29 3 clicks

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

Build-A-Bear Workshop: The Price Assumes Its Worst Quarter Lasts Forever

Build-A-Bear Workshop’s failed pre-made toy line compressed margins, but resilient children’s sales support a $39.39 fair value estimate…

BBW $363M

Rafa F. Oliver, CFA Oct 26 4 clicks

How to Read a 10-K Like a Short Seller

A four-layer 10-K framework tests revenue timing, receivables, reserves and depreciation against cash flow, using Hertz’s 2012-14…

HTZ $684M

Jimmy's Journal Oct 26 69 clicks

Avalo Therapeutics: Contrarian 'Buy' Ahead Of Abdakibart's Phase 3

Avalo Therapeutics' Abdakibart enters a pivotal hidradenitis suppurativa trial after positive LOTUS data, with monthly dosing and…

AVTX $379M

Myriam Alvarez Oct 25 3 clicks

I went through all 142 companies in Value Line this morning. Here are the 6 that made it

Six Value Line small caps including Blackbaud, Marqeta, Ranger Energy and Definitive Healthcare trade on net cash, buybacks, low multiples…

RNGR $315M

Calvin Blissett Oct 24 81 clicks

Research & Analysis: ERock, Inc. (NYSE: EROC)

ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity…

EROC $402M

Monte Independent Investment Research Oct 23 11 clicks

BMBL 2026-10-21

Bumble is being taken private

Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.

BMBL $790M

Modern Value Investing Oct 21 8 clicks

Sagimet Biosciences: The U.S. Acne Trial Is A Replication Exercise, Not A Discovery Bet

Sagimet Biosciences' denifanstat enters a fully funded U.S. acne registration trial after Phase 3 results, with SGMT trading below cash and…

SGMT $699M

Equity Eagle Oct 21 3 clicks

HRVFF · long

Harvia Oyj

HRVFF $826M

Value Investors Club Jul 7 2 clicks

What Amazon Can't Buy

Betterware de Mexico sells locally designed home organizers through direct sellers in informal neighborhoods, generating 67% gross margins;…

BWMX $674M

Phynvesting Jul 13 1 click

Matan on Stitch Fix

Stitch Fix’s rushed Freestyle pivot cannibalized its profitable Fix business, driving active clients below 3.4 million, quarterly revenue…

SFIX $373M

MBI Deep Dives Jul 11 2 clicks

Double Down Interactive (DDI): Update

DoubleU’s $11.25-per-share bid for DoubleDown Interactive values its operating business at 0.25-0.7x EBITDA; minority holders can block it…

DDI $659M

Sylence Capital Jul 8

The Biggest Bull Signal On Entravision

Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.

EVC $638M

The Value Road Jun 26 5 clicks

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

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

ADF Group Inc. ($DRX.TO) FINS Review

ADF Group’s Q1 FY2026 revenue rose 78% to $99.3 million and net income 37%, aided by the LAR acquisition despite steel and aluminum tariff…

ADFJF $352M

Wolf's Substack Jun 9 1 click

Peru & Colombia Election Results & Investment Outlook

Keiko Fujimori’s expected Peru victory and Abelardo’s win in Colombia reduce regulatory risk for AUNA, whose operations generate roughly…

AUNA $329M

Ian’s Insider Corner Jun 8

Watches of Switzerland (WOSG), TerraVest (TVK) & ContextLogic (LOGC): Earnings Updates

Watches of Switzerland reported 15% constant-currency organic revenue growth and guided FY27 revenue growth of 5-10%, with adjusted EBIT…

LOGC $701M

Hidden Gems Investing Jun 2

Monday, November 2, 2026

Fajasy on X

DOMO Capital Management, LLC on X

Myles on X

mavix on X

Fierce_beast on X

Deep Sail Capital on X

Serenity on X

A Capital on X

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