Wednesday, November 4, 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 $498M

Capital Employed Nov 1 14 clicks

Oct 31 VRRM $333M

Verra veerer

The Oak Bloke 3 clicks

Oct 30 BBW $371M

TSOH Weekly Roundup (10/30/2026)

TSOH Investment Research 1 click

From X

@StableBread Nov 4 1 click

Fajasy on X

@mkfilko I will hold onto my pants until then. Worst case if you get laid off at mcd and $brun disappoints i have room in my closet 👍🏽🐵

@leevalueroach Nov 4 3 clicks

Lee Roach on X

Anyone smart on $MNTN? Stock is collapsing faster than my marriage and they have a pretty great balance sheet. If the AH holds this looks really cheap from first glance.

@finphysnerd Nov 4

Myles on X

Am long $HTZ on the short squeeze thesis. Nice hedge to my short book today. Cost to borrow is 260% rn.

@finphysnerd Nov 4

Myles on X

@WhiteResearch It's not that hard. $UMAC are a trump stock. They are about to have all their dirty laundry aired, every dodgy backroom deal done with Trump jr will be out under scrutiny. Also an institutional investor putting money in higher doesn't mean shit. That's @BagholderQuotes material.

@TimyanBankAlert Nov 4

Timyan Bank Alert on X

$FMBM escaping the Mark Hanna $GLBZ past and listing. Thank you, Mark Wilkerson. Cc $EMYB $MFGI $CPKF $SLBK $LRBI $EXSR $VLNT $CCNB $BOTJ $NACB similarly situated but may or may not take advantage of Index fund buyers. https://t.co/z5qWaT2X8x

@DOMOCAPITAL Nov 4

DOMO Capital Management, LLC on X

Many may think the portability of the Ares financing may point towards Icahn acquiring $MNRO. However, I believe it strongly points of a sale to MAVIS! Most may immediately dismiss this since Mavis is disqualified to be the "New Sponsor" since it's an operating company. However - Mavis is owned by US-based PE firms - an investor group led by BayPine, along with TSG Consumer Partners, a holding company controlled by the Sorbaro brothers and Golden Gate Capital. They easily clear the size test (at least $1.5 billion of AUM for the lead firm) and the location test (US-based). The definition also seems to anticipate holding-company structures: after a permitted deal, a parent company in which the "New Sponsor" holds the largest stake doesn’t count as a change of control. Why does this matter? Either BayPine or TSG could as as the sponsor and then put $MNRO alongside Mavis under a structure that they control. The probability that Monro gets sold to Mavis (at least in part) is very high in my opinion. If Icahn gets involved, I think it's more likely that since Icahn still owns the Pep Boys land that he sold to Mavis that he potentially comes in and acquires the $MNRO land with the rest of the company going to Mavis.

@KEDM_COM Nov 4

KEDM.com on X

Alluvial @alluvialcapital pitched Bank7 $BSVN. The bank acquired Century Financials through a receiver-led auction, which gives the buyer a significant pricing advantage. The combination boosts EPS by 25%, but Alluvial thinks this guidance is modest (plenty of efficiency gains not reflected in this EPS guidance), and the shares are worth at least $80 (vs. ~$58 today).

@Mr_Neutral_Man Nov 4

Mr Neutral Man aka "Howard Marks of REITs” on X

$ARI getting a pump from a VIC write up today Conveniently overlooks all taxable issues and potential state filling concerns

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 $371M

Cassandra Unchained Oct 29 3 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 $892M

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 $371M

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 $806M

Jimmy's Journal Oct 26 69 clicks

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…

KINS $301M

Given Mahlangu 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 $383M

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 $684M

Equity Eagle Oct 21 3 clicks

VITL · long

Vital Farms INC

Vital Farms is a long idea after bird flu-driven egg supply losses coincided with a structural shift.

VITL $459M

Value Investors Club Aug 3

SED Energy: The 40% Dividend. Signal or Noise?

SED Energy's proposed Ventura merger projects a 22% to 40% dividend yield, but idle tender barges, debt and repayments materially reduce…

SBDXF $536M

Cannibal Stocks Oct 13 8 clicks

Monte Investments Market Brief Vol. CXXXI

Park Aerospace reported 27% revenue growth and 72% EPS growth, supported by composite materials for Airbus engines and PAC-3 rocket motors.

PKE $576M

Monte Independent Investment Research Oct 13 5 clicks

H&R REIT, an opportunity in a corrupt process

H&R REIT's proposed GO Residential transaction faces investor opposition over rejected $12.50 cash bids, insider benefits and tax…

GONYF $499M

Nugget Capital Partner's Substack Oct 12 2 clicks

Hippo Holdings ($HIPO): The Insurtech That Stopped Chasing Hype and Started Making Money

Hippo’s insurance platform posted 61% premium growth, a 95.8% combined ratio and a fifth profitable quarter as it shifted toward carrier…

HIPO $965M

Substack von Philipp Oct 10 8 clicks

Hyster Yale (HY) Multibagger potential as confluence of negatives subside. Attractive after markets part services model

Hyster-Yale trades at 0.16 times sales as lift-truck bookings rebound and restructuring targets $85 million to $100 million in annual…

HY $525M

Calvin Blissett Oct 9 4 clicks

Lesaka: A $4.69 Stock With a $20–30 Case

Lesaka CEO Ali Mazanderani has bought more than $10 million of stock while pursuing a $20 to $30 valuation case through targeted…

LSAK $309M

Mispriced Assets Oct 8 5 clicks

CCOI 2026-10-07

What I’ve Been Up To

Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.

CCOI $324M

Stock Thoughts Oct 7 6 clicks

Lesaka: Why He's Betting Big | Ali Mazanderani | Ep. 5

Lesaka’s executive chairman has invested more than $10 million personally and targets EPS compounding above 40% through consumer, merchant…

LSAK $309M

Mispriced Assets Oct 7 2 clicks

VersaBank: Expensive, But Growth Still Justifies A Buy

VersaBank's Q3 revenue rose 23% and adjusted net income 27%, while a 2.19% net interest margin and 19.15x forward earnings temper its 2027…

VBNK $721M

Grassroots Trading Oct 6 2 clicks

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Wednesday, November 4, 2026

Fajasy on X

Lee Roach on X

Myles on X

Myles on X

Timyan Bank Alert on X

DOMO Capital Management, LLC on X

KEDM.com on X

Mr Neutral Man aka "Howard Marks of REITs” on X

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