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

BUR · long

Burford Capital Limited

Burford Capital is presented as a long investment idea.

BUR $832M

Value Investors Club Jun 26 5 clicks

GCI Liberty (GLIBK) Podcast & Presentation

GCI Liberty, Alaska’s dominant telecom operator, trades at 10x free cash flow after its Liberty Broadband spinout and has roughly $2…

GLIBA $935M

Hidden Gems Investing Feb 17

InMode (INMD): Low-risk Take-Private Opportunity Exited

InMode faces $1 billion to $1.1 billion take-private bids, including Centroid and a management-led group, while Steel Partners offers $18…

INMD $828MSOFWF $428M

Underlying Value Feb 2

New REIT position: GO Residential (TSX: GO.U)

GO Residential, a TSX-listed Manhattan luxury-apartment REIT, raised about $400 million in Canada’s largest REIT IPO and trades at a wide…

GONYF $499M

Nugget Capital Partner's Substack Jan 31

Programmatic DSPs

Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…

EVC $638M

The Mikro Kap Jan 25 1 click

Green Dot: Creating a Standalone BaaS Bank

Green Dot creates a standalone banking-as-a-service bank.

GDOT $703M

Clark Street Value Jan 13 2 clicks

Return of the Power King

China Yuchai (CYD) seeks a 2026 rerating as governance normalization, global expansion, AI data-center power demand, and green-powertrain…

CYD $842M

Maius Partners Jan 4 6 clicks

Hemnet – Broken Moat or Misunderstood Monopoly?

Hemnet’s Swedish listings monopoly has fallen from SEK420 to about SEK160 as growth slows, leaving investors to judge whether its 90% share…

HMNTY $670M

Bristlemoon Capital Dec 8

FrontView REIT Investment Update

FrontView REIT remains discounted to estimated NAV after a 25% gain, while 19 asset sales at 6.8% cap rates and 98% occupancy support…

FVR $457M

Real Assets, Real Value Nov 19

The Priority Technology Situation

Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…

PRTH $653M

Nat Stewart - Stock Picking Newsletter Nov 11 5 clicks

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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