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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From X
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
Serenity on X
I fully support $NVDA and Jensen Huang through this time. Even the most legendary figure in the AI industry is human. Trump, Clinton, Bezos, Gates, and many others have faced scrutiny over their personal lives. It takes courage to own up to it publicly and move forward
Fajasy on X
Why I like Toast $TOST 🍞 - Mr.Bread
RiverRoadPartners on X
@ContrarianChe @John_Hempton You’re wrong and Hampton is right. $NVDA was $225.83 on 5/13/26, when they issued the short report and closed Friday at $186.64, so the stock has lost 17.4% since the report was published.
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
Investor Letters
All letters- 1851 Capital October 2026
- 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 453950 ANPDF $28B
- Brummer & Partners October 2026
- Protean Funds October 2026 AAK $4.6BLFABF $13B
- QuantStreet Capital October 2026
Moody’s: Fasten Your Seat Belts, But Not for AI
Moody’s ratings business faces potential deceleration, while AI-related debt issuance and anti-data-center politics pose less risk than…
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…
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…
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…
Important Portfolio Update
China’s housing downturn has cut some flat values 40% since 2021, curbing discretionary spending and sharpening a portfolio focus on…
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,…
Blackbaud CEO: We will prove AI is a ‘tailwind’
Blackbaud CEO says AI will be a tailwind for the nonprofit software and services provider.
CNH · long Cnh Industrial NV
CNH Industrial, the No. 2 global agricultural-equipment OEM, is pitched long at about $10 per share.
Weekend Digest 348: Buy-And-Hold Purchases: MKTX, BSX, BAH, JD, Various LatAm Names
Weekend Digest 348 adds MarketAxess, Boston Scientific, JD and Walmex to a buy-and-hold portfolio, alongside views on Colombian markets,…
Thoughts of the Week - June 28, 2026
OpenAI and Anthropic's IPO ambitions collide with AI-driven memory shortages that Apple says are forcing product price increases.
A Growing Business at a Discount to Its Own Cash
GrabAGun’s $68 million market capitalization sits below $98.5 million net cash, while PEW Logistics and ammunition subscriptions target…
$FOX dropped 25% buying $ROKU. Is the market wrong? | Simeon McMillan, Accrued Interest
Fox’s $22 billion Roku deal cut FOXA 25%, but Simeon McMillan argues Roku’s streaming-TV reach, advertising upside and synergies make the…
Under The Hood, Wingstop Inc. ($WING)
Wingstop generates most of its $697 million revenue from franchise royalties across a 3,153-restaurant, 98%-franchised system while…
Staying the course on H&R REIT
H&R REIT’s renewed talks with Blackstone cover some assets, following office and U.S.
Tidewater (TDW): a first-pass look
Tidewater’s $22,600 average day rate and $598 million FY2025 EBITDA rest on an aging OSV fleet, scant newbuilds and fleet acquisitions…
The Biggest Bull Signal On Entravision
Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.
Micron's Blowout and the Case for a Memory Supercycle
Micron's $41.5 billion fiscal Q3 revenue and 84.9% gross margin fuel a memory supercycle case, with AI-driven DRAM and NAND shortages…
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Sectors
Ordered by how often our editor reaches for them.
