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.
Monday, November 9, 2026
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Barbarian Capital on X
14/n Ivy Zelman on housing (of course) on @dmoses34 @onthetapepod $ITB $XHB Builders, labor, rates, Fannie/Freddie
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Adam D. Wyden on X
@ACapitalLP $CODI and $stgw right ?
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All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8B
- Forager Funds Management October 2026 OFX $70MPLT $96M
- FCL Capital October 2026 INTR $1.7BRSGN $881M
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- Bison Interests third quarter 2026 OILSF $949M
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- Akre Capital Management, LLC Third Quarter 2026 TOI $6.1B
- Allspring Global Investments Q3 2026 3406 $2.8B
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Sectors
Ordered by how often our editor reaches for them.
