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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From X
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
A Capital on X
@VariantMkt What’s the $FUN catalyst? I’m still waiting for Travis Kelce to go full Gordon Gekko on them…
Adam D. Wyden on X
@ACapitalLP $CODI and $stgw right ?
Investor Letters
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
- Protean Funds October 2026 AAK $4.6BVIMGF $2.2B
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 HHSE $12MMOD $5.2B
- Akre Capital Management, LLC Third Quarter 2026 TOI $6.1B
- Allspring Global Investments Q3 2026 3406 $2.8B
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Floor & Decor 3Q26 Business Update: Profitability Grows Despite Weak Sales
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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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Blackbaud CEO: We will prove AI is a ‘tailwind’
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Perimeter Group: 3Q26 Business Recap
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Perimeter Group 3Q26: A Decentralized Mini-Conglomerate
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Earnings Review: AMD, MELI, TIC, XPEL, ZTS
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Post Q3 EVC Update
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
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Thursday Tailwinds #8: Sep 24, 2026
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EuroDry: Strong Prospects But Downgrading On Valuation Concerns - Hold
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Given Mahlangu 
A special situation with a 23% spread (110% IRR) by Q4 2026. Where the worst-case scenario is the deal closing and upside is higher if it doesn’t
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Research Roundup Vol. LIII
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Ordered by how often our editor reaches for them.
