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.
Monday, November 2, 2026
Back to today
From X
Barbarian Capital on X
"index provider MSCI raises prospect of cutting Turkey from emerging market to frontier..." Turkish stocks slide in ‘fund run’ as investors withdraw $1 bn $TUR https://t.co/byHperdiTW
Odd Diligence on X
$CCXI $GNRC mY Llm SeYs sO ShiTTy tO giVe AmAzoN WaRranTs MuSt bE ShiTcO https://t.co/qB8BwzvlHZ
SG on X
@schubertperson no idea re 2023 but Dream Finders just announced a transformative acquisition of $BZH, so it seems it will be a very different co in a year
DOMO Capital Management, LLC on X
Farm Bill with year-round #E15 advances out of Senate Ag Committee $ALTO $GPRE
Deep Sail Capital on X
Can Hertz $HTZ Squeeze Again? https://t.co/JGSpzf0sYQ
A Capital on X
$FUN vs. $PRKS 👀
A Capital on X
You see that $FUBO dump at 15:29… Scoop it
Investor Letters
All letters- Curreen Capital July–September 2026 TRUE-B $624M
- Alluvial Capital Management Third Quarter 2026 BSVN $553MGDOT $703M
- 1 Main Capital third quarter 2026 LMB $595M
- Langdon Equity Partners Q3 2026 LOECF $740MAVTS $409M
- Halvio Capital Q3 2026 MCCK $490M
- Miller Value Partners third quarter 2026 FOSL $451MGTN $510M
- Artisan Partners Q3 2026 6287 $538MFLRAF $438M
- Pzena Investment Management Third Quarter 2026 GCO $395M
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,…
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.
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…
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…
Rafa F. Oliver, CFA 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…
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…
Myriam Alvarez 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…
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…
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.
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…
Equity Eagle 3 clicks
ONT · long Onterris INC
Onterris, formerly Montrose Environmental Group, trades at 8.6x next-12-month EBITDA as an environmental consulting and response services…
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…
Equity Eagle 
LXS.DE: a 2028 sale it can force
Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.
Sell Eagle Point Credit Now - Match The Loss With Portfolio Gains To Lower Income Taxes
Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.
Anthony Cataldo 5 clicks
Build-A-Bear: A Narrower Path
Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.
LendingTree (NASDAQ: $TREE) – A Cyclical Comeback Story Priced as if the Cycle Never Turns
LendingTree derives roughly two-thirds of revenue from insurance and trades near 4 times expected adjusted earnings despite record revenue,…
TSOH Weekly Roundup (10/16/2026)
Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.
Park Aerospace: The Q2'27 Sell-Off Misreads a Sole-Source Defense Supplier
Park Aerospace’s 11% Q2’27 sell-off overlooks sole-source PAC-3 rocket-motor materials and A320neo engine composites, with missile capacity…
Private Equity Prints Multibaggers With This Pattern. No One is Talking About It.
Shenandoah Telecommunications’ Glo Fiber buildout ends this year, and private infrastructure investors’ repeated fiber deals frame a…
El Pollo Loco: New York State Of Mind
El Pollo Loco plans 18 to 20 FY26 openings, including 15 franchised New York stores over five years, as asset-light expansion and…
Pedro Goulart 1 clickPublications we follow
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Fierce_beast
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Sectors
Ordered by how often our editor reaches for them.
