Sunday, November 8, 2026

41 Stock Pitches (2nd-8th November) 🟢

Blue Dolphin Energy trades near 1.3 times earnings as its Texas refinery benefits from diesel shortages, with projected 2026 EBITDA of $111 million against a $125 million market value.

BDCO $116M

Capital Employed 35h ago 4 clicks

39h ago VICR $6.8B

Vicor Update, Part Four

CV's Substack 3 clicks

40h ago MCO $89B

Moody’s: Fasten Your Seat Belts, But Not for AI

Librarian Capital's Research Library 1 click

From X

@stockgutter Sep 10

SG on X

Looks like $NU US operations are live. Might consider if it has Zelle.

@ACapitalLP Sep 10

A Capital on X

$CIFR< $16 👀

@natstewart5 Sep 10

Nat Stewart on X

Great @YetAnotherValue interview with Zack Buckley on Priority Technology $PRTH out today. If you had told me that PRTH would only be up 65% (including massive, unwarranted share-price volatility) from my 5/2024 article after: ° Enormous capital structure improvements (expensive pref was strangling profitability) ° Successful deleveraging ° Solid business execution I would have been very surprised. It is a shame CEO Priore chose a take-private offer rather than capital allocation/return strategy (which I advocated for). Would have been easy enough to stabilize the equity and in my view rocket it higher over time - creating a successful, useful public equity and track record.

@DeepSailCapital Sep 10 1 click

Deep Sail Capital on X

Sobering one: of 31 distinct names, only 2 have actually reached my Realistic Valuation target. $EVTL and $RR. Median downside capture on the Sept '25 list: 73% of the decline I forecast. On the 2026 lists: 22-41%. Direction right. Magnitude still pending. This means there is still lots of meat on the bone in many of these names.

@DeepSailCapital Sep 10

Deep Sail Capital on X

What I'm carrying into the next list: → Short arithmetic, not narratives → Overleveraged and Industry Bubble earn their slot → Potential Fraud has to clear a much higher bar → Stop re-shorting $RUM Full table and methodology at Shorts & Squeeze Corner.

@DeepSailCapital Sep 10

Deep Sail Capital on X

Across all 110 position-instances: Average short return: +25.7%Median: +23.1%Hit rate: 81% — 89 of 110 names fell Best call, and it wasn't close: $EVTL Vertical Aerospace $5.00 → $0.58 Top performer on all five lists. The Sept '25 entry is +88%. Even the July '26 entry is +66%. The company flagged going-concern risk in a filing this month.

@DeepSailCapital Sep 10 1 click

Deep Sail Capital on X

The rest of the Sept '25 podium — a full year of holding: $EVTL +88% $SMR +77% $LVWR +76% $OKLO +73% $BTQ +73% $SOUN +69% $RGTI +67% 19 of the 20 names on that list fell. Nineteen.

@DeepSailCapital Sep 10

Deep Sail Capital on X

Biggest miss was $RUM. $RUM was my worst pick on four of five lists. Average: -23%. $PLTR: -13% average across four lists. Right on the multiple, wrong on the stock, repeatedly. $CVNA: -4% average — and I had it tagged Potential Fraud.

IREN Is Down 71%. Should You Buy the Dip?

IREN has fallen 71% despite AI Cloud revenue rising from $7.3 million to $200 million quarterly and more than $20 billion in contracted…

IREN $9.2B

Daniel Romero 41h ago 2 clicks

Ouster Q3 FY12/26 Earnings Review (OUST) - Stock Rating: Accumulate

Ouster grew Q3 revenue 50% to $59.3 million, shipped 27,000 sensors and guided Q4 revenue to $61 million to $64 million while posting a…

OUST $2.4B

Cestrian Capital Research 46h ago 6 clicks

Floor & Decor 3Q26: Business Update

Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…

FND $5B

Speedwell Memos 46h ago 1 click

Floor & Decor 3Q26 Business Update: Profitability Grows Despite Weak Sales

Floor & Decor's 3Q26 sales rose 3% while comparable sales fell 1.4%; it slowed 2027 openings to 10-15 as high mortgage rates pressure…

FND $5B

Speedwell Research 47h ago 1 click

Kimberly-Clark: Short-Term Worries Create A Buying Opportunity (Rating Upgrade)

Kimberly-Clark’s Kenvue merger targets $1.9 billion in synergies by 2029, supporting roughly 6% long-term EPS growth and continued dividend…

KMB $36B

Gary Gambino Nov 8 1 click

Blue Dolphin (BDCO): A Tiny Texas Refinery Printing Money in a Diesel Shortage (1.3x P/E)

Blue Dolphin’s 15,000-barrel-per-day Texas refinery earned $2.18 per share in first-half 2026 as diesel shortages widened crack spreads,…

BDCO $116M

Calvin Blissett Nov 8 2 clicks

Park Hotels & Resorts: Progress On Renovation Strategy In Q3, While Occupancy Grows

Park Hotels & Resorts grew Q3 occupancy and RevPAR as renovations supported group and leisure demand, while leverage, Hawaii exposure and…

PK $3.1B

Albert Anthony Nov 8 3 clicks

Blackbaud CEO: We will prove AI is a ‘tailwind’

Blackbaud CEO says AI will be a tailwind for the nonprofit software and services provider.

BLKB $2.4B

The Technology Letter Nov 7 1 click

Procore CFO: Now we scale the business

Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.

PCOR $11B

The Technology Letter Nov 7 5 clicks

Diageo: First Quarter on Dave’s Plan Wasn’t Too Drastic

Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround…

DEO $57B

Librarian Capital's Research Library Nov 7 2 clicks

MTMTY · short

Metlen Energy & Metals PLC

Metlen Energy & Metals faces a 40% short case centered on its overpriced aluminium, alumina and Greek power businesses.

MTMTY $6.8B

Value Investors Club Aug 10

Credo Technology: Recent Drop Turns My Hold Into A Buy (Rating Upgrade)

Credo Technology's 42% selloff puts shares at $112.33 against a $190.84 fair value estimate, with AI connectivity growth intact despite…

CRDO $22B

Zbigniew Budzinski, CFA Nov 7

Tower Semiconductor Update, Part Two

Tower Semiconductor reported $526 million in quarterly revenue and extended photonics contracts through 2029, while its low-loss silicon…

TSEM $15B

CV's Substack Nov 7 1 click

Perimeter Group: 3Q26 Business Recap

Perimeter Group posted 24% revenue growth to $390 million as fire-safety contracts and acquisitions lifted results, while it brings PDI…

PRM $4.8B

Speedwell Memos Nov 7 2 clicks

Perimeter Group 3Q26: A Decentralized Mini-Conglomerate

Perimeter Group's third-quarter revenue rose 24% to $390 million as fire safety recovered and Specialty Products grew 84%, while…

PRM $4.8B

Speedwell Research Nov 7 4 clicks

Earnings Review: AMD, MELI, TIC, XPEL, ZTS

AMD’s data-center revenue rose 97%, while MercadoLibre, TIC Solutions, XPEL and Zoetis also report quarterly results.

MELI $77BTIC $2.3B

Rebound Capital Nov 7 2 clicks

Blue Owl Capital Corporation Q3: OTC Bonds Outperform Stocks In The Current Market Environment

Blue Owl Capital’s OTC bonds yield up to 6.92% and offer 8.8% levered ROE, while OBDC stock trades at a 25% discount to NAV.

OWL $16B

Arbitrage Trader Nov 7

Post Q3 EVC Update

EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.

EVC $832M

Nat Stewart - Stock Picking Newsletter Nov 6 26 clicks

The Midterms Have Changed the AI Narrative: S&P Down 4.4%, Nasdaq Down 5.5% | The Weekly Wrap

Steve Eisman links a Democratic midterm sweep and CoreWeave concerns to an AI narrative shift as the S&P 500 fell 4.4% and Nasdaq 5.5%.

CRWV $27B

Steve Eisman Nov 6 5 clicks

Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout

Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…

OVV $17BLOECF $726M

Bison Insights Nov 6 4 clicks

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Sunday, November 8, 2026

SG on X

A Capital on X

Nat Stewart on X

Deep Sail Capital on X

Deep Sail Capital on X

Deep Sail Capital on X

Deep Sail Capital on X

Deep Sail Capital on X

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