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Sunday, November 8, 2026

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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 4 clicks

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@SouthernValue95

SouthernValue on X

Danaher $DHR is combining technology from several of its bioprocessing and life science companies with Lab Robotics startup Automata to launch an AI-powered robotic autonomous research lab. From the Press Release: Danaher's first AI-powered autonomous lab is designed to deliver: - Speed: Up to 8x faster discovery of affinity reagents, helping researchers get from idea to breakthrough sooner - Scale: Unlocking up to a tenfold increase in annual reagent generation, from tens to hundreds of reagents per year as the lab scales - Quality: Each design built in the lab would also be verified, tested and fed back to improve the next, without trading speed for scientific rigor - Sustainability: Over time, this approach is expected to complement traditional immunization-based methods used in the discovery of antibodies and other research tools Based at Abcam, a Danaher company, the lab uses AI to help create new affinity reagents, including antibodies, then builds and tests each one, feeding every result back into the model to improve the next design. The lab brings together industry-leading technologies and expertise from several Danaher operating companies, including Beckman Coulter Life Sciences, Cytiva, Genedata, Integrated DNA Technologies, and Molecular Devices, in one connected workflow. The device orchestration and robotic automation is the result of collaborative work with Automata*. This continuous design-make-test-learn loop can run in a fraction of the time it takes today, without trading speed for scientific rigor. This approach applies the same test-and-verify discipline of continuous improvement long used across Danaher operations to an AI-enabled laboratory environment. The lab is set to be an early proof point for how Danaher's smart instruments, AI-ready data, and expert agentic systems can accelerate scientific discovery and medical progress.

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NEW POSITION: Google LEAPS

Alphabet bought long-dated GOOGL calls after a 12.6% earnings drop, betting AI monetization and distribution overcome capex pressure and…

GOOGL $3.5T
Hated Moats 1 click

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 $5B
Speedwell Memos 1 click
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 $6.8B
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