Monday, November 9, 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 $147M

Capital Employed 10h ago 2 clicks

24h ago BDCO $147M

Blue Dolphin (BDCO): A Tiny Texas Refinery Printing Money in a Diesel Shortage (1.3x P/E)

Calvin Blissett 1 click

Nov 6 EVC $832M

Post Q3 EVC Update

Nat Stewart - Stock Picking Newsletter 24 clicks

From X

@SowingAlphaSeed Oct 15

Farmer on X

@LogicalThesis @KyleAdamsStocks $PSIX is one of the ones I don't own. Saw some positive mentions on X though including from @GuastyWinds

@Mr_Neutral_Man Oct 15

Mr Neutral Man aka "Howard Marks of REITs” on X

One of the more fun tea leave readings trades $3.00 special divvy and then some stub value $SITC Bought some after the news came out Now a 13% position I believe which is really 2% after special dividend Published this article at 2:19pm today Won’t be able to replicate this call in the future with a 2 hour catalyst

@marginofdanger Oct 15 2 clicks

marginofdanger on X

$BWEL annual meeting is next week in Pasadena. Since the last meeting, the company raised dividend back to $5/quarter and did the largest buyback in recent memory. Additionally, there is some new blood in the C-suite (although Jim Boswell is still there). Will be interesting!

@stockgutter Oct 15 1 click

SG on X

I had someone pull the audio and had it electronically transcribed. There was one sentence that was along the lines you describe: "Papaya respectfully disagrees with the judgment rendered in that SDNY case. It's appealing that judgment while at the same time planning to find a way to pay in full whatever the final amount may be." To me that is hardly an assurance. I think they pay a good part of it eventually, but only with their feet to the fire. $FIRY

@StableBread Oct 15

Fajasy on X

$DGXX 👀👍🏽

@junkbondinvest Oct 15 3 clicks

junkbondinvestor on X

Six Flags' stock is trading at its LOWEST level since the GFC...and its bonds are yielding as much as 13%. We're approaching $CRWV territory This is all on the back of the fatal coaster accident in Georgia in what was an already fragile situation. Don’t forget, legacy Six Flags filed for bankruptcy during the last financial crisis in 2009 My thoughts on how this situation could play out, what the docs allow, and cross cap stack rel val $FUN

@AsifSuria Oct 15

Asif Suria on X

@sunmoonbuffalo @grok You are right and I should have said "recent" investors/traders. I was looking at $BMBL from the lens of someone participating in a potential deal or merger arbitrage situation. There is no denying that long-term shareholders lost a lot on money on this company.

@calvinblissett Oct 15 1 click

Calvin Blissett on X

@NycMsk @grok provide context regarding $CCLD churn and trends recently, how they define and calculate retention rate because I know it’s a little wierd and give it to me past 3 years

Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout

Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…

LOECF $726M

Bison Insights Nov 6 3 clicks

Entravision Q3 Update

Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…

EVC $832M

The Value Road Nov 6 4 clicks

CareCloud (CCLD): A Second Sales Rep Talks. More Structure. Didn’t have a leader of sales for 18 months. That has changed. Organic growth through Medsphere?

CareCloud rebuilt its sales organization under Christopher Langehaug after 18 months without a sales leader, with a second sales rep…

CCLD $93M

Calvin Blissett Nov 6 5 clicks

GREAT DEC-TECTIVE WORK

Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…

DEC $900M

The Oak Bloke Nov 6 3 clicks

CareCloud (CCLD): Q3 2026 Call Notes and Thesis. My biggest position, I’m bullish. To me it’s a multibagger

CareCloud’s Q3 revenue rose 9% through acquisitions but fell 8% pro forma; the RCM consolidator targets 25–30% margins by shifting acquired…

CCLD $93M

Calvin Blissett Nov 6 1 click

Artiva Biotherapeutics: Busted Biotech

ARTV $206M

Clark Street Value Nov 5 5 clicks

This Week in Special Situations: Lear, AutoNation, NexPoint, AudioCodes, Xponential Fitness

AutoNation, Lear, NexPoint, AudioCodes and Xponential Fitness lead a 52-situation screen spanning buybacks, insider purchases, M&A and…

NXRT $825M

Latticework by MOI Global Nov 5 5 clicks

Site Centers (NYSE:SITC)

Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties…

SITC $192M

Real Assets, Real Value Nov 4 5 clicks

Diana Shipping: The Genco Stake Pays For Most Of The Stock

Diana Shipping’s Genco stake equals nearly 60% of its market cap, leaving its 36-ship fleet valued at about $1 per share as charter…

DSX $291M

The Market Auditor Nov 4

48 Top Stock Pitches (26th-1st November) [NO PAYWALL] 🖨️

Capital Employed rounds up 48 stock pitches, led by Greystone’s $14.50 target for organ-transplant logistics firm Strata Critical Medical,…

SRTA $498M

Capital Employed Nov 1 14 clicks

TNLIF · long

Trainline PLC

Trainline’s buyback and high free-cash-flow yield support a long thesis.

TNLIF $903M

Value Investors Club Aug 10 1 click

Array Technologies And Shoals Merger Creates Upside Potential

Array Technologies and Shoals Technologies plan to merge, targeting cross-selling and cost synergies as ARRY's order book holds firm and…

ARRY $715M

Caffital Research Nov 5 3 clicks

Idea Brunch with Jamil Tahir of TurnMark Capital

TurnMark Capital’s Jamil Tahir describes buying entrepreneur-led microcaps at fundamental inflection points and using Claude to automate…

AEYE $158M

Sunday's Idea Brunch Nov 1 3 clicks

Travelzoo ($TZOO): Members Pay Up Front, GAAP Calls It a Loss, and the Market Prices It Like It's Dying. I think the stock can 4x

Travelzoo’s roughly 400,000 prepaid members generate deferred revenue while acquisition costs hit GAAP earnings immediately, masking the…

TZOO $54M

Calvin Blissett Nov 1 2 clicks

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…

VRRM $333M

The Oak Bloke Oct 31 3 clicks

TSOH Weekly Roundup (10/30/2026)

Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.

BBW $371M

TSOH Investment Research Oct 30 1 click

OSS Q3 FY12/26 Earnings Analysis

One Stop Systems grew Q3 continuing-operations revenue 36% to $12.6 million, raised FY2026 revenue guidance to $45 million, and used $11.8…

OSS $117M

Cestrian Capital Research Oct 29 1 click

Build-A-Bear (BBW) Part II: The Scion Capital Analyst Tempate and the All Map

Build-A-Bear’s lease overhaul, off-mall expansion and partner-led wholesale growth reshaped a debt-free retailer with $80 million EBITDA,…

BBW $371M

Cassandra Unchained Oct 29 3 clicks

This Week in Special Situations: Mattel, Winnebago, PayPal

Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.

WGO $892M

Latticework by MOI Global Oct 29 3 clicks

Duos Technologies Pivot To Data Center Pods Is Gaining Traction

Duos Technologies, DUOT, has shifted to modular edge data center pods, with Q2 revenue up 30% to $6.18 million and FY27 revenue guided…

DUOT $151M

Shareholders Unite Oct 29 2 clicks

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