Tuesday, November 10, 2026

Seed Corn

Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office assets to fund future deals.

XRN $372M

Orphan REITs 26h ago 2 clicks

36h ago BDCO $116M

41 Stock Pitches (2nd-8th November) 🟢

Capital Employed 4 clicks

Nov 8 BDCO $116M

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

Calvin Blissett 2 clicks

From X

@calvinblissett Oct 12

Calvin Blissett on X

This one has been lurking on Joel Greenblatts magic formula for a while; I read this and am intrigued. Est 5x earnings with identifiable catalysts, pretty easy double using conservative multiples that don't credit growth. $TZOO

@calvinblissett Oct 12

Calvin Blissett on X

I listened to all Whitney Wolfe Heard interviews, that gave me a lot of confidence she would/will improve the consumer experience relentlessly, the business wasn’t/isn’t declining as much as perceived or sentiment makes it out to be. Even if it continued melting at the current pace and never growing the FCF would create immense value for equity holders. I don’t think it will continue melting though as they update and iterate on the experience and resume marketing spend. I think resuming marketing spend would be a big catalyst in terms of returning to growth that wasn’t reflected in the stock . $BMBL

@DeepSailCapital Oct 12

Deep Sail Capital on X

@stretchmikep I put on an industry short of genetic data companies early last week, $TEM, $CDNA, $DNA, and $ABSI Other than that a couple of stocks with good short activist write ups like $EQPT

@Fierce__beast Oct 12

Fierce_beast on X

@stoic_point $EVLV what you think the company actually earns LTM and NTM on a per share basis? Assuming SBC is a real expense, and replacing and growing their units as real costs.

@calvinblissett Oct 12 1 click

Calvin Blissett on X

@taobanker Man try $CCLD

@calvinblissett Oct 12

Calvin Blissett on X

@Cameron_Invest Thank you! I appreciate rebuttals always it tests conviction. I did do well as $BMBL is 5% of portfolio but I would not call that extreme conviction. I'm grateful for the luck

@junkbondinvest Oct 12

junkbondinvestor on X

Bumble is in "advanced talks" to go private at ~$1bn...for context, peak valuation after the IPO was about $14bn Didn't realize they refi'd their debt this April at S+800 (issued at 94)! If this deal takes the loan out at par, those lenders made ~12% in six months (20%+ IRR). Where do you think new debt on this would price? $BMBL

@calvinblissett Oct 12

Calvin Blissett on X

$BMBL. It seems gushing FCF and atrocious sentiment can work…

Lion Copper: Initiation Report

Lion Copper targets 2030 Nevada copper production at Yerington, with Rio Tinto’s Nuton funding its 2027 feasibility study under a 65%…

LCU $96M

Atrium Research - Equity Research 16h ago 2 clicks

Post Q3 EVC Update

EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.

EVC $832M

Nat Stewart - Stock Picking Newsletter Nov 6 26 clicks

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 4 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 $107M

Calvin Blissett Nov 6 7 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 4 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 $107M

Calvin Blissett Nov 6 2 clicks

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 6 clicks

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

NGVC · long

Natural Grocers Vitamin Ctge

Natural Grocers (NGVC) returned to $27.80 after a prior long entry at $21 and exit recommendation at $46.

NGVC $682M

Value Investors Club Aug 11

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

Aura Biosciences: A Pivotal Trial Engineered With Room To Spare

Aura Biosciences expects pivotal Phase 3 bel-sar data in early choroidal melanoma in 2027, funded by $323.8 million of cash into the first…

AURA $690M

Equity Eagle Oct 31

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

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.

Tuesday, November 10, 2026

Calvin Blissett on X

Calvin Blissett on X

Deep Sail Capital on X

Fierce_beast on X

Calvin Blissett on X

Calvin Blissett on X

junkbondinvestor on X

Calvin Blissett 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