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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 $147M
Capital Employed 2 clicks

From X

@convequity

Convequity on X

We think $MNDY needs to make its platform verifiable to lead work management. MNDY has not disclosed its AI ARR in dollars. Our recent SaaS Survival Scorecard report estimates it at about $20 to $30 million as of the end of Q2 2026. Leading AI-native startups in other fields are far larger. In coding, Cognition reported crossing $1 billion in annualized revenue run rate on 25 September 2026, company-wide across Devin and Windsurf. In legal work, Harvey reported on 1 October 2026 that it crossed $400 million in ARR during Q3 2026. We think MNDY has long been highly adaptive, with great leadership and a strong recent cadence of features and products. But revenue growth has slowed, and in our view it has gained little from AI so far, because work management is a hard area for AI. In our view, coding agents suddenly became highly effective around early 2026, and work management has not yet had its own coding moment. Verifiability is the key difference: code can be tested, while most work management outcomes are hard to check. Rather than wait for that moment, how can MNDY make work management more verifiable? It could track and measure the actions taken on its platform and their outcomes, so that everything that happens there is verifiable. MNDY can learn from Palantir. Palantir launched AIP in 2023, its AI platform built on its ontology, and we think that ontology helped Palantir succeed with models much weaker than today's. Could MNDY build a similar substrate or ontology for work management in order to make the work done on its platform more verifiable? We do not claim to have the answer. Our view is that to thrive, and not only survive, MNDY needs to lead work management by making its platform verifiable, however it chooses to do that.

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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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