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 31h 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 33h ago

Calvin Blissett on X

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

@DOMOCAPITAL 34h 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 35h 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 38h 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 38h 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 39h 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 39h 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

SMWB · long

Similarweb LTD

Similarweb (SMWB) is presented as a long, revisiting the company’s digital-intelligence business after two prior VIC write-ups.

SMWB $783M

Value Investors Club Jul 19 11 clicks

Portillo’s: Strategic Reset

Portillo’s reset follows weak Texas unit economics, cutting next year’s openings to five from roughly 10 annually and shrinking store…

PTLO $390M

TSOH Investment Research Aug 24

RCAT 2026-08-23

Here's Why You Should Watch Red Cat In H2 2026

Red Cat targets $150–$180 million in FY2026 revenue after 527% growth, with margin expansion dependent on second-half drone-contract…

RCAT $626M

Petri Dish Reports Aug 23 3 clicks

WD #355: AUNA/CAAP Earnings, Brazil, USMCA Trade Situation

CAAP reported decent second-quarter earnings and its first dividend, while Brazil rose on an election poll and USMCA trade developments…

AUNA $329M

Ian’s Insider Corner Aug 22

Updating The Real Brokerage And Re/Max Numbers

Re/Max’s outstanding share count is revised after previously omitted shares under its holding-company structure, alongside updated Real…

REAX $617M

Emerging Moats Research Aug 21

The Real Brokerage: Transformation (Ticker: REAX)

Real Brokerage’s RE/MAX acquisition would triple its agent count, diversify revenue with franchise fees and expand share during a weak U.S.

REAX $617M

Emerging Moats Research Aug 21

PTLO 2026-08-20

Portillo's: Guidance Cut Confirms It's Cheap For A Reason

Portillo's guidance cut followed a 1.2% same-restaurant-sales decline and 1.9% margin compression, while its $343 million TRA liability…

PTLO $390M

KC Research Aug 20 2 clicks

Thursday Tailwinds #3: Aug 20, 2026

Village Farms benefits as Canada’s $1-per-gram cannabis excise tax forces indebted competitors out, consolidating supply with the low-cost…

VFF $367M

Trade Ideas Flow Aug 20

Aloe Aloe Aloe what 'ave VERRA then?

Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…

VRRM $404M

The Oak Bloke Aug 20 13 clicks

indie Semiconductor Deep Dive

Indie Semiconductor’s automotive sensing chips are finding robotics demand, while industrial, navigation and quantum businesses sit inside…

INDI $375M

CV's Substack Aug 19 1 click

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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