Tuesday, November 3, 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

@finphysnerd 32h ago

Myles on X

I reckon a portfolio of short $WMT, $KO (safety trade), $TSLA, $SPCX, $DJT, $UMAC, $GEO (Trump trade) long $SPY probably beats most things over the next 3 months.

@calvinblissett 34h ago

Calvin Blissett on X

@taobanker Yes, funny I posted about them today on Substack. So safe and warm $ARTNA

@DOMOCAPITAL 35h ago 1 click

DOMO Capital Management, LLC on X

@mrbergmann Yes and $MNRO just spoke at Gabelli conference now and specially said they chose Ares due to the flexibility with their strategic review - not due to having the best rate.

@finphysnerd 36h ago

Myles on X

It settles today so Ican talk about it, but a fun trade I've had on is the $EUR.ax arb, but using $CRMX to hedge it. For context the spread has been very wide, and $CRML has been squeezing people trying to hedge it. Borrow at like 100% and no shares available. I realised that the

@calvinblissett 39h ago 1 click

Calvin Blissett on X

@UnrealizedPain_ Do you think the numbers are actually reflective of what Hayden said “humanize my Ai”. What strategy is $FVRR pursuing

@StableBread 40h ago

Fajasy on X

@OddDiligence Tho the 16M is just the public float. The $2.5B pre-money at $10/share works out to ~250M shares going to $CCXI's existing holders, so what trades now is a thin slice of the cap table, and that changes once lockups roll off. have a free deep dive: https://t.co/bhRNBZI6mt

@DeepSailCapital 40h ago 1 click

Deep Sail Capital on X

IBKR showing 259% borrow rate right now on $HTZ https://t.co/KahThZzCb9 https://t.co/maOLpwp3f3

@stockgutter 41h ago

SG on X

@mattmvinson the funniest thing would be if a $HTZ short squeeze filled the gap from when he sold https://t.co/oqoqvFsiaQ

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

GLIBA · long

Liberty Capital CORP

Liberty Capital Corp, GLIBA, is pitched long following its July 2025 spinoff from Liberty Broadband.

GLIBA $935M

Value Investors Club Jun 26 2 clicks

Performance & Portfolio Update: Q1 2026

Portfolio update reports a 20.5% Q1 loss, led by WeightWatchers’ 61% decline, while adding Bumble, Oscar and Shift4.

BMBL $790M

Modern Value Investing Apr 8

The $55,000 Shell Company That Became a $480M Healthcare REIT

Chiron Real Estate (XRN), a $480 million healthcare REIT, trades at 7.3 times AFFO amid a ticker change, reverse split, dividend cut and…

XRN $402M

Orphan REITs Apr 3

AI turned my Report into a Video

Google’s NotebookLM turned a 30-page Douglas Dynamics report into an 8-minute video, while Custom GPTs screen earnings transcripts for…

PLOW $920M

Hidden Gems Investing Apr 1

Douglas Dynamics (PLOW): 50% Market Share, Earnings Rebound, Clear Catalyst | Special Report

Douglas Dynamics controls over 50% of North American professional snowplows; a strong 2025/26 winter and replacement demand are projected…

PLOW $920M

Hidden Gems Investing Mar 24

Call me crazy, I'm adding to a US apartment REIT

NexPoint Residential is being added despite weak multifamily performance, with insider ownership and a transaction-ready structure…

NXRT $825M

Nugget Capital Partner's Substack Mar 21

Hallador Pt. 2 — "Massive" Data Center Incoming in Sullivan, IN? ($HNRG)

Hallador’s 1 GW Merom plant could supply a proposed 1,000-acre Sullivan County data center, with local filings and Stantec references tying…

HNRG $435M

Multibagger Monitor Mar 5 9 clicks

Theravance Biopharma: Failed Phase 3 Trial, Strategic Review

Theravance Biopharma began a strategic review after a failed Phase 3 trial.

TBPH $884M

Clark Street Value Mar 5 2 clicks

The Green Dot Breakup: Grocery Money, Not Coffee Money

Green Dot’s breakup offers $8.11 cash plus 0.2215 BankCo shares, while GDOT’s $11.50 price implies a 0.55x tangible-book valuation for the…

GDOT $703M

Rod’s Ruminations Mar 5

Coffee Money From the CaSaaStrophe: DCBO and YEXT Odd-Lot Tenders

Docebo and Yext odd-lot tenders prioritize holders under 100 shares; DCBO offers $20.40 per share, though Canadian deemed-dividend…

DCBO $741MYEXT $756M

Rod’s Ruminations Feb 26

Tuesday, November 3, 2026

Myles on X

Calvin Blissett on X

DOMO Capital Management, LLC on X

Myles on X

Calvin Blissett on X

Fajasy on X

Deep Sail Capital on X

SG on X

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