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 $147M

Capital Employed 2h ago 1 click

6h ago VICR $6.8B

Vicor Update, Part Four

CV's Substack 1 click

8h ago MCO $89B

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

Librarian Capital's Research Library 1 click

From X

@calvinblissett 2h ago

Calvin Blissett on X

@RockwoodNotes @loneelmcapital Love the equity yield curve mental model, grows more and more relevant daily. Your $OMC thesis is they are insulated from AI because they have become akin to a warehouse of ad data? Dispensing it and holding it and tracking it for a fee. Thoroughly enjoy your content

@StableBread 3h ago

Fajasy on X

Why I like Toast $TOST 🍞 - Mr.Bread https://t.co/tIjMjCrYfT

@ACapitalLP 3h ago

A Capital on X

Fascinating round trip in $NXT.AX. Stock gets cut in half on power delivery delays, then nearly doubles as Goodman and $DLR emerge as strategic buyers. Perfect illustration of the disconnect between public market pricing and the strategic value of scarce data center infrastructure with access to power…

@BarbarianCap 4h ago

Barbarian Capital on X

14/n Ivy Zelman on housing (of course) on @dmoses34 @onthetapepod $ITB $XHB Builders, labor, rates, Fannie/Freddie https://t.co/gsTIjHL1zi

@BarbarianCap 4h ago

Barbarian Capital on X

10/n @bloggingsbyboz with @tracyalloway @TheStalwart Covers the election in Brazil, Venezuela++ $EWZ $ILF $ARGT https://t.co/n9UnOA2Nnf

@BarbarianCap 4h ago

Barbarian Capital on X

3/n $HOOD CEO @vladtenev on @NoPriorsPod This is the most innovative brokerage by far; expanding ownership (incl via tokenization); also math/math models, origin story https://t.co/nz0sEy5A50

@ACapitalLP 5h ago

A Capital on X

@VariantMkt What’s the $FUN catalyst? I’m still waiting for Travis Kelce to go full Gordon Gekko on them…

@Adam_Wyden 7h ago

Adam D. Wyden on X

They have a lot of opportunity to let people know about the quantum of the value gap as well in the coming weeks…. This reminds me of our investment in $race or $gmcr… multiple expansion and earnings growth as the mix of the business transforms. People can’t see it until they can. @Mark_Penn @benallanson @jayleveton @markminervini @stoolpresidente @TheRoaringKitty @marketplunger1 @BillBrewsterTBB @AndrewYAVB @ACapitalLP $STGW

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 8h ago 2 clicks

Expert Call | EMIB-T Packaging, Glass Core Roadmap & 2027 ABF Substrate Supply Outlook

Intel’s EMIB-T, glass-core roadmap and 2027 ABF substrate supply outlook are the focus of an expert call.

INTC $287B

P Equity Research 12h ago 1 click

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 13h ago 3 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 13h 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 15h 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 15h ago 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 $147M

Calvin Blissett 16h ago 1 click

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 19h ago 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 30h ago 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 30h ago 3 clicks

YOU · short

Clear Secure INC

Clear Secure's Clear Plus subscription business is nearing maturity despite recent bookings strength, supporting a short thesis on YOU.

YOU $7.3B

Value Investors Club Jun 3

The $55,000 Shell Company That Became a $480M Healthcare REIT

Chiron Real Estate (XRN), a $480 million healthcare REIT, trades at 7.3 times AFFO amid a ticker change, reverse split, dividend cut and…

XRN $402M

Orphan REITs Apr 3

AXT’s Tongmei Problem: Great Asset, Fragile Economics

AXT’s 85.5%-owned Tongmei depends on offshore pricing, export approvals and transfer-pricing economics despite AI-optics demand.

AXTI $3.1B

Maius Partners Apr 2 7 clicks

Cracks in the Coconuts: Why Vita Coco’s ($COCO) Growth Narrative is Spoiling

Vita Coco’s growth narrative is deteriorating, supporting a short thesis on COCO.

COCO $3.7B

Shallow Dives Apr 2

Portfolio Update March 2026

Portfolio adds Nomad Foods and Judges Scientific, increases Constellation Software, trims Roper, and exits UnitedHealth after a 4.57% March…

NOMD $1.6BJSCIF $227M

D Invests Apr 2

It Pays to be a Winner: Our ML model and social research layer just went 14-for-16 on Nike’s Q3 call. (Kalshi, Mentions)

First Strike Research’s ML and social-sentiment system correctly called 14 of 16 Nike Q3 Kalshi contracts, reporting 208¢ net P&L.

NKE $60BCRWD $222B

First Strike Research Apr 1

Why Lindblad's Record Year Should Terrify Its Shareholders

Lindblad's record year is the basis for a short thesis against LIND.

LIND $2.1B

Shallow Dives Apr 1

AI turned my Report into a Video

Google’s NotebookLM turned a 30-page Douglas Dynamics report into an 8-minute video, while Custom GPTs screen earnings transcripts for…

PLOW $850M

Hidden Gems Investing Apr 1

Alta Fox PBH CN Presentation

Premium Brands Holdings faces margin expansion and free-cash-flow growth as a six-year investment cycle ends, while Alta Fox says its…

PBH $2.1B

Research - Alta Fox Capital Apr 1 2 clicks

Hasbro Isn't a Toy Company Anymore. That's the Problem.

Hasbro’s shift beyond toys is framed as the core problem for the company.

HAS $17B

Shallow Dives Mar 31

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Sunday, November 8, 2026

Calvin Blissett on X

Fajasy on X

A Capital on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

A Capital on X

Adam D. Wyden on X

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