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
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
KMBIF · long Kambi Group PLC
Kambi’s B2B sportsbook platform thesis centers on four major customers: DraftKings, Penn, 888 and Kindred.
Going against the grain on GO Residential
GO Residential’s H&R REIT deal could trigger index purchases of 32 million units and re-rate its Lantower portfolio, despite related-party…
ContextLogic
ContextLogic’s US Salt holds about 23% of the US and Canadian pharmaceutical-grade salt market, one of only two suppliers, supporting…
Jumia
Jumia’s January 2028 $7/$15 call spread risks $1.15 for up to $6.85 if cost cuts and marketplace growth deliver adjusted EBITDA and…
Performance Review: H1 2026
REIT holdings outperformed in H1 2026, with Veris Residential sold in a $19-per-share take-private and FrontView REIT trimmed after a 78%…
Stock Trade Compilation Diez
E.W. Scripps, Team Internet, Monro, doValue and Inter & Co feature as special-situation trades involving mergers, asset sales, leverage and…
Single Stock Spotlight #13: Entravision (EVC)
Entravision’s Smadex ad-tech unit grew Q2 revenue 230% year over year, underpinning a re-rating thesis despite its legacy Spanish-language…
The Entity That Bought Jinko’s Florida Plant Is Run by the Family of China’s “Sun King”
JinkoSolar sold control of its Florida solar plant to a Delaware entity run by China’s “Sun King” family, potentially sidestepping new…
H&R REIT & GO Residential deal, some thoughts
H&R REIT’s C$12 GO Residential deal gives unitholders 67% of the combined company, while CEO Thomas Hofstedter’s family affiliates cash out…
Chiron Published Its Own Discount
Chiron's investor presentation values its medical portfolio at a 9.4% implied cap rate, versus 7.3% to 7.9% transaction marks, while…
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Sectors
Ordered by how often our editor reaches for them.
