Sunday, November 8, 2026

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 35h ago 4 clicks

39h ago NVDA $4.6T

Speedrun | Upcoming Events This Week - [November 2 - November 6, 2026]

P Equity Research 2 clicks

39h ago VICR $6.8B

Vicor Update, Part Four

CV's Substack 3 clicks

From X

@BrokenMoats Sep 29

Broken Moats on X

@buysidedigest @GHadjia The market has destroyed high leverage type businesses as rates have escalated. $PAR besides its business challenges staying relevant in a new AI world (still to be seen) is caught in the basket with names like XRAY, FOUR, CCOI, PZZA they have all been rapidly sold this month

@TidefallCapital Sep 29

Trevor Scott on X

@The_Pro_Invest @Muneeb0Muzaffar CEO will get fired $FICO

@KEDM_COM Sep 29 2 clicks

KEDM.com on X

Teleflex $TFX closed the $1.5bn sale of its OEM business to Montagu and Kohlberg, with the deal delivering ~$1.25bn after-tax, and Teleflex paying down $800m of debt and advancing its $1bn buyback (now ~17% of market cap). They bought back $250m worth of shares in the last quarter, and you can expect them to continue this pace over the next few quarters.

@calvinblissett Sep 29

Calvin Blissett on X

@DeepValueStonks Hey, love your content have followed you for a while! Here is what I am using on $BMBL Owner's Earnings:

@leevalueroach Sep 29 1 click

Lee Roach on X

Ryan Cohen just bought another $10 million of $GME in the open market. This is over $60 million in less than a month. Is there any company with insider buys this big? Wall Street is completely ignoring this stock. They are asleep at the wheel drooling all over their fat bellies.

@calvinblissett Sep 29 3 clicks

Calvin Blissett on X

@alex7frey Very sorry I mixed up my investors it is Chuck Akre with the mental model I am parroting relating to $FICO. Chuck Akre on $MCO and mandated regulatory competition after the GFC. Link:

@P_Remarks Sep 29 1 click

Prepared Remarks on X

For the last month I’ve been sharing all the positive developments for $orcl, especially re OAI reaccel. Nobody cared until it’s in their face. Same is true on the ground w/Jupiter. Project will come online. FCF will inflect. Force Majeure is good move.

@hntrbrkmedia Sep 29 1 click

Hunterbrook on X

UPDATE: Is Google $SEI’s “Customer C”? A Solaris Energy Infrastructure subsidiary applied for an air permit for “natural gas electric generating units” in Texas. The listed location points to Google’s Midlothian data center.

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…

MCO $89B

Librarian Capital's Research Library 41h ago 1 click

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…

IREN $9.2B

Daniel Romero 41h ago 2 clicks

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 44h ago 1 click

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.

INTC $287B

P Equity Research 45h ago 2 clicks

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…

OUST $2.4B

Cestrian Capital Research 46h ago 6 clicks

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 46h ago 1 click

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…

FND $5B

Speedwell Research 47h ago 1 click

Important Portfolio Update

China’s housing downturn has cut some flat values 40% since 2021, curbing discretionary spending and sharpening a portfolio focus on…

BRK.A $1.2TAAPL $5T

Cannibal Stocks Nov 8 1 click

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,…

BDCO $116M

Calvin Blissett Nov 8 2 clicks

Blackbaud CEO: We will prove AI is a ‘tailwind’

Blackbaud CEO says AI will be a tailwind for the nonprofit software and services provider.

BLKB $2.4B

The Technology Letter Nov 7 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

Value Investors Club Aug 10

McDonald's: The Earnings Bounce Is Pricing In A Turnaround That Hasn't Happened Yet

McDonald’s U.S. comparable sales fell 0.2% as traffic declined, while a $280 share price assumes a turnaround despite weak free-cash-flow…

MCD $197B

Lee Bailey Nov 7

Procore CFO: Now we scale the business

Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.

PCOR $11B

The Technology Letter Nov 7 5 clicks

Diageo: First Quarter on Dave’s Plan Wasn’t Too Drastic

Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround…

DEO $57B

Librarian Capital's Research Library Nov 7 2 clicks

Tower Semiconductor Update, Part Two

Tower Semiconductor reported $526 million in quarterly revenue and extended photonics contracts through 2029, while its low-loss silicon…

TSEM $15B

CV's Substack Nov 7 1 click

Applied Materials: A Consequential Earnings Preview For The Whole Market (Rating Upgrade)

Applied Materials trades at 17.93x forward earnings, with analysts forecasting more than 45% EPS growth through 2028 and a net-cash balance…

AMAT $260B

Brett Ashcroft Green Nov 7 1 click

Perimeter Group: 3Q26 Business Recap

Perimeter Group posted 24% revenue growth to $390 million as fire-safety contracts and acquisitions lifted results, while it brings PDI…

PRM $4.8B

Speedwell Memos Nov 7 2 clicks

Perimeter Group 3Q26: A Decentralized Mini-Conglomerate

Perimeter Group's third-quarter revenue rose 24% to $390 million as fire safety recovered and Specialty Products grew 84%, while…

PRM $4.8B

Speedwell Research Nov 7 4 clicks

Earnings Review: AMD, MELI, TIC, XPEL, ZTS

AMD’s data-center revenue rose 97%, while MercadoLibre, TIC Solutions, XPEL and Zoetis also report quarterly results.

AMD $660BMELI $77B

Rebound Capital Nov 7 2 clicks

Amazon: Strong Buy Before AWS Growth Rewrites The Earnings Story

Amazon's AWS revenue rose 39.3% with a 38.7% margin, while heavy CapEx is expected to keep free cash flow negative through next year.

AMZN $2.9T

Dhierin Bechai Nov 7 4 clicks

Publications we follow

Every publication on this site, hand-picked.

129 publications

YouTube 4

Blogs 15

Seeking Alpha 79 of 281

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts

Nominate an account

Investor letters we follow

360 firms

Sectors

Ordered by how often our editor reaches for them.

Sunday, November 8, 2026

Broken Moats on X

Trevor Scott on X

KEDM.com on X

Calvin Blissett on X

Lee Roach on X

Calvin Blissett on X

Prepared Remarks on X

Hunterbrook on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 79 of 281

X accounts we follow

Investor letters we follow

Sectors