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
In your opinion Drew does part of the end buyer most still hold due to the years of data and hence better prepayment risk that a $FICO score allows for? In addition I haven’t looked to much but if it’s clear it’s a VS 740 and a FICO 740 won’t buyers still reflect that differential in price because they aren’t completely the same
Calvin Blissett on X
Good news, however if you are following this please keep cash around as when it is ‘officially’ announced arbs exiting will likely sell it down a good chunk. $ZIM
Calvin Blissett on X
$ZIM
Undiscovered Compounders on X
442,113,600%. That's how much Altria has compounded over the past 100 years. $MO Remove Altria from the average return of every US stock since 1926, and the average gets cut in half: from 30,000% to 15,000%. What's stopping you from compounding like that?
kab60 on X
Remember when this compounder turned shitco traded below TBV? $KMX Eventually everything trades like a toaster:
Dalius - Special Sits on X
@lazereater You can read about $LWAY drama here:
Myles on X
Have gone long a chunk of this. Probably also going long some $XSHQ, down 8% from the highs.
John_Hempton on X
@stubmt I lost 0.02 percent on $AMC today. Position is tiny.
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 HHSE $12MMOD $5.2B
- Akre Capital Management, LLC Third Quarter 2026 BN $96BCNSWF $50B
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Sectors
Ordered by how often our editor reaches for them.
