Overlooked Alpha
Subscribe
Sign in
Home
Chat
About
Fundamentals
Research Notes
Stocks Covered
Archive
Latest
Top
Discussions
Nextracker Looks Like Another Solar Winner — And A Subscriber Update
FSLR looks like the highest risk/highest reward play in solar — but NXT has a strong bull case itself
Jul 25
•
Vince Martin
6
Share this post
Nextracker Looks Like Another Solar Winner — And A Subscriber Update
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
First Solar Is Much More Than A Political Football
Highlights: Rising expectations for a second Trump presidency have dented solar stocks, with First Solar falling sharply.
Jul 21
•
Vince Martin
11
Share this post
First Solar Is Much More Than A Political Football
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
This Company Can Benefit From AI Energy Tailwinds
In a sector with obvious tailwinds on the way, OGE should outperform
Jul 14
•
Vince Martin
8
Share this post
This Company Can Benefit From AI Energy Tailwinds
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
Up 56%, Griffon Corp Can Continue To Run
Highlights: Griffon Corporation is a well-run business that owns the largest manufacturer of garage doors in America. Shares are up 56% over the past 12…
Jul 7
•
Vince Martin
9
Share this post
Up 56%, Griffon Corp Can Continue To Run
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
June 2024
Recent Sell-Off May Be a Golden Buying Opportunity
This nationwide pawn shop operator has provided double-digit returns for decades — yet the stock has sold off more than 20% over a couple of months…
Jun 30
•
Vince Martin
4
Share this post
Recent Sell-Off May Be a Golden Buying Opportunity
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
This Adtech Leader Looks Tempting After 50% Drop
A 50% decline in just a few months has put this adtech business on the edge. Industry-wide criticism and disappointing guidance has got investors…
Jun 23
•
Vince Martin
6
Share this post
This Adtech Leader Looks Tempting After 50% Drop
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
1
A Quality Business Worth Owning At 13x EBITDA
Market share growth and operating leverage mean two decades of double-digit annualized returns should continue
Jun 16
•
Vince Martin
8
Share this post
A Quality Business Worth Owning At 13x EBITDA
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
This High Quality Software Stock Is On Sale Right Now
A narrative shift can drive strong near-term returns. Long-term upside is in the triple-digits
Jun 9
•
Vince Martin
8
Share this post
This High Quality Software Stock Is On Sale Right Now
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
This Platform Business Can Double
A pair of secondary offerings have wrecked the stock, but experienced, successful owners can get shares back on track
Jun 3
•
Vince Martin
6
Share this post
This Platform Business Can Double
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
7
May 2024
This Travel Stock Has Never Been So Cheap
7.2x EV/EBITDA
May 28
•
Vince Martin
6
Share this post
This Travel Stock Has Never Been So Cheap
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
A $350M Acquisition Could Transform This Struggling Stock
Highlights:
May 19
•
Vince Martin
9
Share this post
A $350M Acquisition Could Transform This Struggling Stock
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
This $388 Million Boating Stock Is A Buy For The Long-Term
22% of market cap in cash
May 13
•
Vince Martin
10
Share this post
This $388 Million Boating Stock Is A Buy For The Long-Term
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts