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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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
Fajasy on X
Why I like Toast $TOST 🍞 - Mr.Bread
Barbarian Capital on X
14/n Ivy Zelman on housing (of course) on @dmoses34 @onthetapepod $ITB $XHB Builders, labor, rates, Fannie/Freddie
Barbarian Capital on X
10/n @bloggingsbyboz with @tracyalloway @TheStalwart Covers the election in Brazil, Venezuela++ $EWZ $ILF $ARGT
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
A Capital on X
@VariantMkt What’s the $FUN catalyst? I’m still waiting for Travis Kelce to go full Gordon Gekko on them…
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 $237B
- FCL Capital October 2026 ANPDF $28BBKNG $122B
- Protean Funds October 2026 AAK $4.6BLFABF $13B
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 HHSE $12MMOD $5.2B
- Akre Capital Management, LLC Third Quarter 2026 BN $96BCNSWF $53B
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.
HWKN · short Hawkins INC
Hawkins (HWKN) faces margin pressure as cost increases and municipal budget constraints weigh on its water-chemical distribution business.
Ferrari Exploratory Report
Ferrari sells about 13,000 vehicles annually, generating €7 billion of revenue and 28% operating margins; its shares trade at 32 times…
Carvana, DriveTime, Hindenburg and Gotham City
Carvana’s DriveTime disclosures do not prove loan-loss shifting, but related-party dealings and gains on loan sales remain central concerns.
FDA vs. HIMS: Why the Oral “Wegovy Copy” Crackdown Changes the GLP-1 Game
FDA’s crackdown on HIMS’s $49 compounded oral Wegovy copy reshapes GLP-1 competition after Novo Nordisk forecast 2026 sales and profit…
Evolution: 4Q25 Business Update
Evolution's fourth-quarter revenue fell 4% as Asia cyber disruption and European channelization outweighed U.S.
Adobe Inc (ADBE): slowly, then all at once
Adobe’s sub-20x forward GAAP P/E reflects AI disruption fears, with the investment case hinging on whether Digital Media’s creative…
My Biggest Position: A Monopoly Priced for Failure
A former value-investor darling, down 50%, pairs a monopoly with a recurring-revenue razor-and-blade business; debt paydown, margin…
InMode (INMD): Low-risk Take-Private Opportunity *Exited*
InMode faces $1 billion to $1.1 billion take-private bids, including Centroid and a management-led group, while Steel Partners offers $18…
Negative EV, 8% Dividend, Sale Likely
Taitron Components trades below net cash and investments after tariffs, a dividend cut and voluntary Nasdaq delisting drove shares to $1.
Mispriced Kalshi Contract: Snapchat Family Center
Kalshi’s 87% odds of “Family Center” on Snap’s earnings call far exceed its 2.9% historical mention rate and a 15–20% street-adjusted…
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Ordered by how often our editor reaches for them.
