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
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Important Portfolio Update
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Blue Dolphin (BDCO): A Tiny Texas Refinery Printing Money in a Diesel Shortage (1.3x P/E)
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New REIT position: GO Residential (TSX: GO.U)
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Portfolio Update January 2026
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The Silver Bloodbath: Fortune Favors the Prepared
Gold fell 8% and silver 25% as the author says it exited before the selloff and now favors Monument Mining at 1.25x operating cash flow.
Meta: 4Q25 Business Update
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How We Made 233% Trading a Starbucks Condiment Bar
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Ryanair’s €256M Fine May Be Tip of The Iceberg
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Mitani Corporation (TYO: 8066): $1.2 bn Japanese Conglomerate at 2.6× EV/EBIT with 30+ Years of Profitability
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Sectors
Ordered by how often our editor reaches for them.
