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
Brian McGough on X
Our call has been to be Short Retail, and Long 'boring' retailers -- things like $BBWI, $GIL, $VVV, $DRVN. Revenue inflecting positive on all three, stocks should grind higher through 2H, while the rest of retail melts down.
Brian McGough on X
Best Idea Short $FND should literally be down 20% on this print alone. Across the board guide-down and cutting unit growth AGAIN. Winners don't cut unit growth when times are tough, they LEAN-IN and accelerate investment. But in FND's case it's about cash preservation. Bulls are having major thesis drift here.
Brian McGough on X
Nice blowup today on Best Idea Short $ONEW. But this name should literally be down 40%+ on these horrible numbers. Stock has been a nice 50% gain short side. But Crime Dog wants more...
Brian McGough on X
And in other news, John Donahoe got paid $29MILLION for all that value he created last year as CEO of $NKE.
catechwilliams on X
$CVGW USDA crackdown on Mexican avocado corruption significantly erroding import vols (region where $CVGW sources all product). S. America taking share at accelerating rate as customers (ie. $CMG, grocers) shift suppliers. $CVGW sales vol -13% MRQ. Current Q could be a disaster.
catechwilliams on X
$PLUS Earnings on 8/5, expectations & stock disconnected from reality. Suppliers ($CSCO – 50% of product sales), competitors & customers all reporting sharp sales declines. Non-event PR today re a service they’ve been offering for 3 yrs is pumping stock; suggests mgmt is grasping
Brian McGough on X
Only ONE Firm has a 'Short' on $HELE today... Those $140 price targets are going to have to come down by well over $100...Just sayin...
Brian McGough on X
Congratulations to $HELE management for executing the worst timed stock repo I've ever seen. Buying $100mm in the quarter just shows how little they know about what's actually going on with their business. @HedgeyeRetailJM is this a ZERO?
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6BSN $31B
- Forager Funds Management October 2026 OFX $70MPLT $95M
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BBKNG $122B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- Franklin Templeton — Franklin Growth Opportunities Fund third quarter 2026 NTRA $53B
- Nomura Asset Management — Large Cap Growth Fund 3Q26 VEEV $49BVMC $37B
- Bison Interests third quarter 2026 OILSF $949M
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Floor & Decor 3Q26: Business Update
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Floor & Decor 3Q26 Business Update: Profitability Grows Despite Weak Sales
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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…
Gary Gambino 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,…
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…
Albert Anthony 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.
Procore CFO: Now we scale the business
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MTMTY · short Metlen Energy & Metals PLC
Metlen Energy & Metals faces a 40% short case centered on its overpriced aluminium, alumina and Greek power businesses.
McDonald's: The Earnings Bounce Is Pricing In A Turnaround That Hasn't Happened Yet
McDonald’s U.S. comparable sales fell 0.2% as traffic declined, while a $280 share price assumes a turnaround despite weak free-cash-flow…
Lee Bailey 1 click
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…
Tower Semiconductor Update, Part Two
Tower Semiconductor reported $526 million in quarterly revenue and extended photonics contracts through 2029, while its low-loss silicon…
Applied Materials: A Consequential Earnings Preview For The Whole Market (Rating Upgrade)
Applied Materials trades at 17.93x forward earnings, with analysts forecasting more than 45% EPS growth through 2028 and a net-cash balance…
Brett Ashcroft Green 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…
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…
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.
Marvell Technology: Against Sentiment Again - Rerating From Sell To Buy
Marvell Technology’s Google custom-silicon win and upgraded long-term guidance lift its fair value to $187.35 standalone, or $199.48…
Zbigniew Budzinski, CFA 
Post Q3 EVC Update
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
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Sectors
Ordered by how often our editor reaches for them.
