Overlooked Alpha
Subscribe
Sign in
Home
Chat
About
Fundamentals
Research Notes
Stocks Covered
Archive
Latest
Top
Discussions
Research Notes: Catching Up On Some Picks
Following up on SCHW, HOOD, and SENEA
Apr 23
•
Vince Martin
4
Share this post
Research Notes: Catching Up On Some Picks
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
11x Earnings For This Health Care Spin-Off
A Joel Greenbatt type opportunity
Apr 21
•
Vince Martin
8
Share this post
11x Earnings For This Health Care Spin-Off
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
Fundamentals: A Deep Dive On Stock-Based Compensation
What SBC means, and what Tesla teaches us
Apr 18
•
Vince Martin
4
Share this post
Fundamentals: A Deep Dive On Stock-Based Compensation
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
Triple Digit Gains Are Possible For This $1.44 Billion Commodity Stock
Secular tailwinds, pricing discipline, and a jump in free cash flow
Apr 14
•
Vince Martin
8
Share this post
Triple Digit Gains Are Possible For This $1.44 Billion Commodity Stock
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
Research Notes: CONMED's Big Risk
Competitive concerns have driven short interest up. There may be more downside ahead
Apr 11
•
Vince Martin
9
Share this post
Research Notes: CONMED's Big Risk
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
This Activist Play Trades At Just 6x Free Cash Flow
A strong balance sheet, low valuation, and a recent activist win
Apr 7
•
Vince Martin
20
Share this post
This Activist Play Trades At Just 6x Free Cash Flow
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
Research Notes: Lamb Weston Gets Fried
The long-running debate over LW roars back to the fore
Apr 5
•
Vince Martin
26
Share this post
Research Notes: Lamb Weston Gets Fried
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
Fundamentals: Cash Flow Versus Earnings
The two metrics seem similar — but can be very different
Apr 3
•
Vince Martin
25
Share this post
Fundamentals: Cash Flow Versus Earnings
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
4
March 2024
This Sports Betting Company Could Collapse 50%
Optimism toward a sale looks misguided
Mar 31
•
Vince Martin
10
Share this post
This Sports Betting Company Could Collapse 50%
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
Research Notes: The Case For Manchester United Stock
MANU has collapsed in the wake of a complex tender offer. Is there long-term value here?
Mar 28
•
Vince Martin
12
Share this post
Research Notes: The Case For Manchester United Stock
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
140% Upside Is Possible For This Environmental Small Cap
The story here is a little messy, but there are multiple paths to upside
Mar 24
•
Vince Martin
16
Share this post
140% Upside Is Possible For This Environmental Small Cap
www.overlookedalpha.com
Copy link
Facebook
Email
Note
Other
4
Fundamentals: Debt That Isn't Debt
Our last article in the series looks at unusual liabilities that matter
Mar 20
•
Vince Martin
14
Share this post
Fundamentals: Debt That Isn't Debt
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