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Sunday, November 8, 2026

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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 4 clicks

From X

@AsifSuria

Asif Suria on X

Nike's stock $NKE is down almost an additional 10% since I wrote this in June and what is even more remarkable is that On Holding $ONON is down 31% over the last year. The company went public on September 15, 2021 at $24 per share and closed its first day of trading at $35. All the wins On Running had against Nike, didn't matter because the starting valuation the market afforded the company towards the tail end of the COVID-19 bull market was too high. I have a pair of On shoes and had almost forgotten how remarkably comfortable they are until I switched to an older pair of Asics for a day. Ever since my Skechers shares were acquired by the PE firm 3G Capital last year, I have been thinking about investing in a potential turnaround at Nike or betting on $ONON's growth but thankfully decided against either option. Decker's $DECK with its HOKA and UGG brands hasn't been too hot either, down 14% over the last year. The correct move would have been $CROX or Asics in the Japanese market. But that is hindsight bias. Looking forward, two insiders, including the Co-CEO of $ONON appear to be bullish about the company's future prospects and purchased $2 million worth of stock each according to a Form 4 filed yesterday. The same insiders including the other Co-CEO also purchased shares in May at higher prices. Insiders are often early and that could certainly be the case here but these purchases are making me take a fresh look at $ONON again.

Investor Letters

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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 1 click

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 26 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

Entravision Q3 Update

Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…

EVC $832M
The Value Road 4 clicks

GREAT DEC-TECTIVE WORK

Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…

DEC $900M
The Oak Bloke 4 clicks

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