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Monday, November 9, 2026

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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 2 clicks

From X

@ACapitalLP

A Capital on X

There’s a massive AI-driven puke underway, cascading into L/S unwinds and exacerbating the selling pressure across the market. Inevitably, some non-AI names are getting caught in the crossfire and selling off for reasons entirely divorced from fundamentals. The opportunity is finding stocks with idiosyncratic catalysts that can force a re-rating toward intrinsic value, independent of broader market sentiment. A few that come to mind: $FLEX — Axiom spin $KBR — Trinzic spin $CODI — Asset sales $VOYA — Activism What else looks massively dislocated with a tangible catalyst to close the valuation gap?..
@calvinblissett

Calvin Blissett on X

$MELI: I have done a decent amount of surface level research (reading smart people’s work) . No research I have seen is able to tell me with facts why this is Costco/Amazon scale economies shared being CHOSEN and not just competition FORCING them to cannibalize themselves in line with the innovators dilemma. The whole thesis rests on that. A thought I saw that I did like is they are building the logistics rails and in the future it will be a toll bridge that will get monetized as such for most e-commerce in regions they operate
@convequity

Convequity on X

Data centers need power delivered on schedule, not just efficient generation. $EROC builds on-site power systems around natural-gas reciprocating engines, a different technology from the turbines in short supply. These engines can supply AI data centers before grid connections or gas turbines become available. In our view, their role is broadening from temporary backup toward sustained operation as turbine shortages persist. 1. ERock has a 470MW equipment order from Anthropic. 2. It is delivering a 366MW generation project with El Paso Electric to support $META’s data-center campus, with initial commercial operation targeted for mid-2027. 3. Production commitments extend into 2028, giving ERock demand visibility while making assembly capacity and delivery execution more important. ERock sources engine assemblies from specialists, then integrates them with electrical equipment and control software. In our view, that ability to commission a complete power system quickly is the company’s main advantage. For a customer with computing equipment waiting for electricity, earlier delivery can outweigh the higher fuel efficiency of a combined-cycle plant. Delays or cost overruns would weaken that case. In our view, the next test is whether ERock can convert these commitments into operating systems on schedule and profitably.

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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 1 click

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 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
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