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.
Wednesday, November 4, 2026
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From X
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 👍🏽🐵
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.
Myles on X
Am long $HTZ on the short squeeze thesis. Nice hedge to my short book today. Cost to borrow is 260% rn.
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
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
Investor Letters
All letters- Minot Light Capital Partners 3Q 2026 MOBI $374MSUJA $391M
- Gresham House September 2026 ELXXF $345M
- Amati Global Investors September 2026 CINT $417M
- Lakehouse Capital Small Companies Fund September 2026 COGZF $402M
- Cooper Investors Quarter ended September 30, 2026 SHEN $538M
- Curreen Capital July–September 2026 TRUE-B $624M
- Alluvial Capital Management Third Quarter 2026 BSVN $553MGDOT $727M
- 1 Main Capital third quarter 2026 LMB $595M
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…
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…
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.
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…
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…
indie Semiconductor Deep Dive
Indie Semiconductor’s automotive sensing chips are finding robotics demand, while industrial, navigation and quantum businesses sit inside…
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…
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- Quercus Fund
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- Tapasya Investment
- The London Company
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- Warden Capital
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- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
