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 36h ago 4 clicks

40h ago NVDA $4.6T

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

P Equity Research 2 clicks

40h ago VICR $6.8B

Vicor Update, Part Four

CV's Substack 3 clicks

From X

@DOMOCAPITAL Sep 29

DOMO Capital Management, LLC on X

Why a $MNRO sale is likely imminent: The quarter after the Chairman, Solomon,received millions of shares in exchange for giving up his right to veto a sale of the company - the company initiated a strategic review that was in "preliminary stages." Last quarter that changed to "well underway" and the "financial and legal advisors" became "independent financial advisors Bank of America and Solomon Partners." In regards to valuation. The CEO has a comp package that essentially doubles his outstanding shares if the stock hits $25 and triples them if the stock hits $30. An announcement of a sale of $MNRO appears to be imminent (before year end) especially since Icahn just closed on Pep Boys sale to Mavis and a sale price of $MNRO of at least $25 but possibly $30+ seems probable.

@valuedontlie Sep 29

Colin King on X

Notes from my May 2026 write up on $SANG Another “strategic review” in the bag…

@irbezek Sep 29

Ian Bezek on X

I think the $FICO bulls have finally suffered enough. We still don't need any more articles about how it's a great compounder, though.

@calvinblissett Sep 29

Calvin Blissett on X

In your opinion Drew does part of the end buyer most still hold due to the years of data and hence better prepayment risk that a $FICO score allows for? In addition I haven’t looked to much but if it’s clear it’s a VS 740 and a FICO 740 won’t buyers still reflect that differential in price because they aren’t completely the same

@calvinblissett Sep 29

Calvin Blissett on X

Good news, however if you are following this please keep cash around as when it is ‘officially’ announced arbs exiting will likely sell it down a good chunk. $ZIM

@calvinblissett Sep 29

Calvin Blissett on X

$ZIM

@UCompounders Sep 29

Undiscovered Compounders on X

442,113,600%. That's how much Altria has compounded over the past 100 years. $MO Remove Altria from the average return of every US stock since 1926, and the average gets cut in half: from 30,000% to 15,000%. What's stopping you from compounding like that?

@kab604 Sep 29

kab60 on X

Remember when this compounder turned shitco traded below TBV? $KMX Eventually everything trades like a toaster:

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 42h 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 45h 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 47h 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 47h 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 Nov 8 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

DOMO Capital Management, LLC on X

Colin King on X

Ian Bezek on X

Calvin Blissett on X

Calvin Blissett on X

Calvin Blissett on X

Undiscovered Compounders on X

kab60 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