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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Voss Capital on X
Our Q2 letter is up on Voss Cap website now. We give a brief overview of our $IIIV investment thesis.
Idea Brunch on X
Here is what @AlderLaneEggs had to say on the FinTwit battleground stock $ENVX in Idea Brunch today
Idea Brunch on X
.@ClarkSquareCap on $GRVY Read more in their Idea Brunch interview out today!
Idea Brunch on X
We interviewed Michael Melby, one of the most talented microcap investors of our generation Michael shares his approach to interviewing management teams, his research process, and some top ideas $UNTC $ALCO Read on!
Idea Brunch on X
New Idea Brunch with Theo Rosenthal of TMR Capital, a long/short equity fund he launched in October 2019 after graduating from Johns Hopkins We discuss his approach to inflection investing, shorting, and more! $IAC $BJ $SII
Voss Capital on X
Our Q2 letter can be found here: Updates on $PLYA, $ASO, $ECN
Idea Brunch on X
New Idea Brunch interview with @longcastadviser just dropped Tickers mentioned: $MTRX & $MMMB
Voss Capital on X
While I joined the $GFF Board late in the strategic review process, I was pleased w/ the extent of it. There were many parties involved, unfortunately the timing of a transaction didn't work out right now due to unique circumstances & valuations that didn't appropriately reflect
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
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…
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.
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…
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…
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…
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
Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.
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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- 310 Value’s Newsletter
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- Behind the Balance Sheet
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- Multibagger Monitor
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Seeking Alpha 83 of 283
Adam Schadt- Albert Anthony
Alexander Grover
Andres Veurink
Arizona Equity Research
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Khaveen Investments
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LL Insights
Long Player
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Marc Gerstein
Melissa Tucker
Mike Arnold
Mike Zaccardi, CFA, CMT
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Motti Sapir
Myriam Alvarez
Oakoff Investments
Petri Dish Reports
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Prakhar Agarwal, CFA
PropNotes
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Quantryon Capital
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Ron Ferrie
Rubicon Associates
Ryan Canady
Sam Mancini
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Seeking Profits
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Sorrento Research
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Steven Fiorillo
The Alpha Analyst
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A Capital
absreturnchaser
Adam D. Wyden
Alpha Vulture
AltayCap
Asif Suria
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Brian McGough
Broken Moats
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Calvin Blissett
catechwilliams
Charles Frischer
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Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
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Paradis
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Prepared Remarks
Psyop Capital
Raging Capital Ventures
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Serenity
SG
Sheel Mohnot
SouthernValue
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The Friendly Bear
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Timyan Bank Alert
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ToffCap
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Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
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- 13D Activist Fund
- 1851 Capital
- 49 Financial
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- Brown Advisory — Large-Cap Growth
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- Davis Opportunity Fund
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- Frank Capital Partners
- Franklin Templeton — Franklin Growth Opportunities Fund
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- Integrity Asset Management — Micro Cap Value Equity
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- Invesco — Discovery Fund
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- Ironvine Capital Partners
- Ithaka Group — US Growth Strategy
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- Kingdom Capital Advisors
- LVS Advisory
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- Lakehouse Capital Small Companies Fund
- Langdon Equity Partners
- Lansing Street Advisors
- Latitude Investment Management
- Laughing Water Capital
- Lazard Asset Management
- Leonard Rickey Investment Advisors
- Lindsell Train Limited
- Long Cast Advisers
- Loomis Sayles — Global Growth Fund
- Lyrical Asset Management
- MJG Capital
- Madison Investments — Small Cap Fund
- Mairs & Power
- Manole Capital Management
- Mar Vista Investment Partners
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- Markel Group
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- Meridian Growth Fund
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- Myrmikan Capital, LLC
- NS Partners
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- Newport Capital Group
- Next Century Growth Investors
- Night Watch Investment Management
- Nightview Capital
- Nixon Capital
- Nomura Asset Management — Large Cap Growth Fund
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- Northern Funds — International Equity
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- Oak Associates Funds
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- Oldfield Partners
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- Optimist Fund
- Orange Investment Advisors
- Oujo Wealth Strategies
- Overseas Asset Management Asian Recovery Fund
- Overseas Asset Management European Value Fund
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- Palm Harbour Capital
- Palm Valley Capital
- Parnassus Investments
- Patient Capital Management
- Peak Asset Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Penn Davis McFarland
- Pershing Square Holdings
- Pittenger & Anderson
- Platinum Asset Management — International Fund
- Plural Investing
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Private Capital Management
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- Protean Funds
- Pzena Investment Management
- QV Investors
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- Quercus Fund
- RD Capital Partners
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- RF Capital Management
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- ROCKLINC Investment Partners
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- Renaissance Investment Management — Large Cap Growth
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- Royce Investment Partners
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- SaltLight Capital
- Sandon Capital — Activist Fund
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- Sawgrass Asset Management
- Seafarer Capital Partners
- Sequoia Fund
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- Sharp Capital
- Shelton Capital Management
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- Signia Capital Management
- Skybound Wealth Management
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- Social Capital
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- Sound Shore Management
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- SouthernSun Asset Management
- Sparrow Wealth Management
- Spheria — Global Smaller Companies Fund
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- Starvine Capital
- Staude Capital — Global Value Fund
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- Stone Ridge Asset Management
- Stone Sentinel Capital
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- Summers Value Partners
- Sustainable Growth Advisers
- Symmetry Invest
- TEAM Asset Management
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- Tall Oak Capital Advisors
- Tapasya Investment
- The London Company
- Third Avenue Management
- Third Point
- TimesSquare Capital Management
- Touchstone — Balanced Fund
- Troy Asset Management
- Tweedy, Browne
- Unconventional Value
- Upslope Capital Management
- VH Standard Asset Management
- Value Line Funds
- Victory Capital — Sycamore Mid Cap Value Equity
- Vision Capital Fund
- Vltava Fund
- Voss Capital
- Voya Investment Management — MI Dynamic Small Cap Fund
- Vulcan Value Partners
- Warden Capital
- Wasatch Global Investors — Micro Cap Fund
- Wasatch Global Investors — Small Cap Growth Strategy
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
