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
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From X
Laughing Water Capital on X
@Klad_blok delayed inflection stinks but I think Mr mkt wrongly thinks $LFCR needs to raise equity to redeem the Series A pfd. However, the pfd is designed to PIK. That is a real cost, but nowhere near as bad as an equity raise here. the biz is already won so the inflection is still coming. https://t.co/KmKu3aPsKF
Psyop Capital on X
$OTCM beast of a quarter https://t.co/6h385yzu4x
Voss Capital on X
The Voss Q4 2025 Letter to Partners is up. Updates on $PAR, $FLYW, $CLBT, and new core idea $CHH, an asset light hotel franchisor that has rarely ever been cheaper. https://t.co/DTOoXGIN0M https://t.co/gjWBSHET4j
Voss Capital on X
Voss Capital Issues Open Letter to the Board of Xponential Fitness $XPOF https://t.co/eGXBtb2MHT
Voss Capital on X
Voss Capital Issues Open Letter to the Board of PAR Technology $PAR https://t.co/rxKYFAfK5C
Psyop Capital on X
$trux gets a lot of love on here (and rightly so), what are some other high quality otc banks with good underwriting culture and history of compounding earnings power at a respectable clip?
Adam D. Wyden on X
Been awhile since we found some Of the deep value we built ADW Capital around… should be interesting. https://t.co/E2eHeIKQDO $CODI
💥PETITION💥 on X
"Digital gold," they said. $BTC https://t.co/sDFnifHur6
Investor Letters
All letters- Palm Harbour Capital third quarter 2026 ALFLE $117M
- Curreen Capital July–September 2026 GETB $52MTRUE-B $624M
- Alluvial Capital Management Third Quarter 2026 BSVN $553MFTLF $75M
- 1 Main Capital third quarter 2026 LMB $595MWILD $229M
- Langdon Equity Partners Q3 2026 LOECF $726MAVTS $403M
- Halvio Capital Q3 2026 CZBS $126MMCCK $468M
- GreensKeeper Asset Management Q3 2026 ABANF $234MTVAGF $84M
- Miller Value Partners third quarter 2026 FOSL $451MGTN $510M
Initiation Report
Nine Mile Metals is initiated under research coverage.
Travelzoo ($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…
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 
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.
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…
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…
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.
Duos Technologies Pivot To Data Center Pods Is Gaining Traction
Duos Technologies, DUOT, has shifted to modular edge data center pods, with Q2 revenue up 30% to $6.18 million and FY27 revenue guided…
Shareholders Unite 2 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…
ONT · long Onterris INC
Onterris, formerly Montrose Environmental Group, trades at 8.6x next-12-month EBITDA as an environmental consulting and response services…
CarParts.com: Insider Buying Could Signal Inflection Point (Earnings Preview)
CarParts.com insiders bought $2 million of PRTS ahead of its December third-party marketplace launch, as cost cuts and new membership,…
Mike Arnold 
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…
Namib Minerals: Research Flash
Namib Minerals’ How Mine mill reached 55,000 tonnes per month, 36% above prior capacity, while a proposed $30 million Ecobank facility…
Bimergen Energy: Research Flash
Bimergen Energy filed for a Texas retail-power license to supply data centers directly and gained eligibility for federal contracts through…
💥Is Getty a Prepack in Name Only?💥
Getty Images' 2026 Chapter 11 filing is challenged as a prepack after warrant litigation, a failed Shutterstock merger and AI pressure.
Kingstone Company: Reduction In Reinsurance Will Improve Margins
Kingstone Company is replacing quota-share cessions with catastrophe reinsurance, lifting quarterly EBIT margin to 29% from a 24% sector…
Given Mahlangu 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…
Unicycive (UNCY):
Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…
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Sectors
Ordered by how often our editor reaches for them.
