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.
Tuesday, November 3, 2026
Back to today
From X
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.
Calvin Blissett on X
@taobanker Yes, funny I posted about them today on Substack. So safe and warm $ARTNA
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.
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
Deep Sail Capital on X
IBKR showing 259% borrow rate right now on $HTZ https://t.co/KahThZzCb9 https://t.co/maOLpwp3f3
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
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
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Daktronics (DAKT): Dominant Leader | Deep Dive
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Build-A-Bear Workshop: The Price Assumes Its Worst Quarter Lasts Forever
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Rafa F. Oliver, CFA 4 clicks
How to Read a 10-K Like a Short Seller
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Avalo Therapeutics: Contrarian 'Buy' Ahead Of Abdakibart's Phase 3
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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
COUR · long Coursera INC
Coursera's combination with Udemy creates an online learning platform serving over 270 million learners with hundreds of thousands of…
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