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.
Sunday, November 8, 2026
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From X
Colin King on X
Risk/reward at $75 looks really attractive… Own some $CALM common and Feb 2027 call spreads at $80 / $85 strike DYODD :)
A Capital on X
@DreamPositiveCp @grok what is the binary event for $NN?
Fierce_beast on X
@FishtownCap Could $UNFI and $CHEF merge or too much overlap already
Negligible Capital on X
Why has $LULU never tried to buildout specialized yoga studios or acquire a chain like Corepower? Seems like it would be a great way to get more stable / recurring revenue via memberships and a good opportunity to cross sell products and attract the companies core clientele (fit yoga girls? I don't even know anymore man)
Adam D. Wyden on X
@mac003_c $DRVN They said it was substantially undervalued at $18.00... Much more likely they buyback the stock to $25-30 and then revisit selling the entire company / segments...
A Capital on X
@everyonehatesp1 Idk but the lack of insight on coal names yesterday cost me this trade. Do better. $METC
Fierce_beast on X
@FishtownCap Are there any decent food brand stocks any more? $MDLZ also seems troubled
Adam D. Wyden on X
Better re-framing of question. Why would someone be short $DRVN and long $VVV? Take 5 better franchisee economics...Trades at ~ 20 percent maintenance yield vs mid singles...Motivated Sponsor... It's not zero sum but....
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Forager Funds Management October 2026 OFX $70MPLT $96M
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BBKNG $122B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 MOD $5.2BSMTC $8.5B
- Akre Capital Management, LLC Third Quarter 2026 BN $96BCNSWF $50B
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Brett Ashcroft Green 1 click
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