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 $116M

Capital Employed Nov 8 6 clicks

Nov 8 VICR $6.8B

Vicor Update, Part Four

CV's Substack 3 clicks

Nov 8 MCO $89B

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

Librarian Capital's Research Library 3 clicks

From X

@gatorcapital Jul 18

Derek Pilecki on X

($SYF cont) Shares out declined 42%. They just improved loan loss guidance. They still have too much capital. The stock popped 5% at today's open but finished close to unchanged. At 5x, it seems like an interesting stock if we don't have a consumer-led recession.

@gatorcapital Jul 16

Derek Pilecki on X

$PNC CEO: "this whole issue is the issue, I think, that investors just have completely wrong about the banking system right now. If you look at the market cap that's been pulled out of the banking system and take your worst-case reserve build and charge-offs through some cycle,

@CapitalVoss May 26

Voss Capital on X

Voss's Q1 Letter to Partners is out. We highlight a new core long: $WSM

@CapitalVoss Feb 4

Voss Capital on X

Much more important than the median is the spread b/ w the cheapest (at 7.4x) and most expensive (at 56x) quintiles on fwd P/E estimates. Valuation dispersion has barely budged w/ recent mkt moves & remains at a record wide gap on par w/ peak of the internet bubble. $SPY $IWM

@CapitalVoss Feb 4

Voss Capital on X

Leading Proxy Advisory Firm Glass Lewis Supports Voss's Case for Change at Griffon $GFF

@CapitalVoss Feb 3

Voss Capital on X

@TraderNewsFeed @AggieCapitalist We had a deep deep recession in 2020 and $ALTG grew right through it and held EBITDA flat...

@CapitalVoss Feb 3

Voss Capital on X

@TraderNewsFeed @AggieCapitalist That would certainly be a shock out of left field as they are telling you demand is accelerating across every vertical. CRE construction projects take time. ABI looks strong, particularly new inquiries, a good leading indicator. $ALTG organic rev only declined 3% in '20 Recession

@CapitalVoss Jan 28

Voss Capital on X

$GFF

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 Nov 8 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 $309B

P Equity Research Nov 8 2 clicks

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 Nov 8 7 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 $5.6B

Speedwell Memos Nov 8 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 $5.6B

Speedwell Research Nov 8 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 $37B

Gary Gambino Nov 8 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 $116M

Calvin Blissett Nov 8 2 clicks

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 Nov 8 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 Nov 7 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 Nov 7 5 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 $6.6B

Value Investors Club Aug 10

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…

MCD $197B

Lee Bailey Nov 7 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…

DEO $57B

Librarian Capital's Research Library Nov 7 2 clicks

Tower Semiconductor Update, Part Two

Tower Semiconductor reported $526 million in quarterly revenue and extended photonics contracts through 2029, while its low-loss silicon…

TSEM $15B

CV's Substack Nov 7 1 click

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…

AMAT $296B

Brett Ashcroft Green Nov 7 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…

PRM $4.8B

Speedwell Memos Nov 7 2 clicks

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…

PRM $4.8B

Speedwell Research Nov 7 4 clicks

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.

MELI $77BTIC $2.3B

Rebound Capital Nov 7 2 clicks

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…

MRVL $152B

Zbigniew Budzinski, CFA Nov 7

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 Nov 6 26 clicks

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Sunday, November 8, 2026

Derek Pilecki on X

Derek Pilecki on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

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