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
Timyan Bank Alert on X
Adams owns more stock than any board member than Robinson. The $CIBN board largely are not owners and their interests are not aligned with ours. Gary Frankhouse doesn’t own a single share.
Timyan Bank Alert on X
Like last year, I will get my brokerage firms to assign me the proxy voting rights and then I will assign them to Mr Robinson who will vote them at the meeting. Since Ohio has cumulative voting, I’m confident Mr Adams will soon be rightfully seated on the board of $CIBN
Timyan Bank Alert on X
Upcoming proxy event in Bucyrus at $CIBN Last year, in spite of the board’s wasting shareholder 💰 on lawyers to keep Mark Robinson off the board he was overwhelmingly elected. This year, $CIBN is again spending our cash to keep John Adams off our board. https://t.co/Xj637bWkOX
Farmer on X
@Finumus1 $IMF is long https://t.co/H8tr94BO0a
marginofdanger on X
$FPH guidance revision, as a result of a timing issue at the Great Park, should come as no surprise to anyone. Rates have moved materially higher.
marginofdanger on X
$CBBI increases dividend by 20% cc: @Ron284Ron
Deep Sail Capital on X
$HTZ - Borrow rate above 125%. Keeps going up everyday. https://t.co/OkipaSr1dH
Investor Letters
All letters- Palm Harbour Capital third quarter 2026 ALFLE $117M
- Curreen Capital July–September 2026 GETB $53MTRUE-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 $740MAVTS $409M
- Halvio Capital Q3 2026 CZBS $126MMCCK $490M
- GreensKeeper Asset Management Q3 2026 ABANF $249MTVAGF $79M
- Miller Value Partners third quarter 2026 FOSL $451MGTN $510M
Educational Development (EDUC) – The Book Value Trap
Educational Development trades at 0.21x tangible book after selling its distribution complex to repay debt, but FY26's $2.3m profit masked…
Initiation Report
Nine Mile Metals is initiated under research coverage.
Travelzoo ($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…
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…
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 
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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Fierce_beast
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Sectors
Ordered by how often our editor reaches for them.
