Overlooked Alpha

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May 2023
Research Notes: Value In Specialty Retail, Part I
A look at The Children's Place (PLCE) and the case for specialty retailers.
 • 
Vince Martin
Quipt Home Medical: A $5 Stock With A Good Chance To Double
An illogical sell-off gives investors a second chance to own Quipt Home Medical
 • 
Vince Martin
3
Research Notes: PayPal And Nvidia Look Attractive, For Very Different Reasons
This week's Research Notes looks at whether NVDA is a sell after a massive rally — and whether PYPL is a buy after a huge fall
 • 
Vince Martin
Do Professional Managers Understand Buybacks?
A Financial Times article highlights concerns about buybacks — and raises questions about professional managers
 • 
Vince Martin
6
Coinbase Stock: Conviction Short Or Bear Trap?
We examine the bearish and bullish arguments for Coinbase and come to a clear conclusion.
 • 
Vince Martin
3
Research Notes: Our Performance So Far
Plus updates on NGMS, APP, MAX and COHR
 • 
Vince Martin
6
Full House Resorts Could Offer 100% Upside
The FLL story is only starting to play out. Success for the business should mean huge upside for the stock
 • 
Vince Martin
Research Notes: RBA After IAA
Ritchie Bros. spent $7 billion acquiring IAA. But the acquisition raises plenty of questions for shareholders.
 • 
Vince Martin
Discussion: The Best Stocks For A Recession
Warren Buffett said on Saturday that the incredible period for the US economy is coming to an end and that the majority of Berkshire’s businesse…
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Overlooked Alpha
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