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Mitek Systems: Monopoly Business Under $10 A Share
Legal and regulatory concerns are weighing on MITK, but it's worth betting the market is overreacting
Vince Martin
Jan 29
11
2
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Mitek Systems: Monopoly Business Under $10 A Share
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Research Notes: Sum Of The @#$*&! Parts
A look at the risks and rewards of SOTP cases, plus commentary on two current plays
Vince Martin
Jan 26
25
8
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Research Notes: Sum Of The @#$*&! Parts
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MeridianLink: A Risky Bet Ahead Of Earnings
MLNK has soared so far in 2023, but a closer look suggests downside ahead
Vince Martin
Jan 22
10
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MeridianLink: A Risky Bet Ahead Of Earnings
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Trade Update: Covering ROVR and COOK
A quick update on two short ideas from November
Vince Martin
Jan 20
9
1
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Trade Update: Covering ROVR and COOK
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Research Notes: Can Restaurants Adapt To Economic Reality?
The end of the world as we know it. What a likely sea change in the American labor market means for the restaurant business
Vince Martin
Jan 19
12
5
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Research Notes: Can Restaurants Adapt To Economic Reality?
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Burlington Stores: Shorting The Snapback Rally
BURL's gains since November aren't as illogical as they seem — but the optimism is still too much
Vince Martin
Jan 15
15
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Burlington Stores: Shorting The Snapback Rally
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Research Notes: Newspapers And Netflix
Netflix might well replace cable TV. But is that enough to hold the stock?
Vince Martin
Jan 12
17
2
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Research Notes: Newspapers And Netflix
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L.B. Foster: A Messy, Hidden, Attractive Opportunity
A closer look at FSTR shows a strong valuation, secular tailwinds, and a decent chance to double (or more).
Vince Martin
Jan 8
17
7
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L.B. Foster: A Messy, Hidden, Attractive Opportunity
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5 Stocks Facing A Big 2023
These five companies face a year of real significance.
Vince Martin
Jan 4
22
3
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5 Stocks Facing A Big 2023
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Twitter Threads
A list of our recent Twitter content
Joe Marwood
and
Vince Martin
Jan 1
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Twitter Threads
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December 2022
The Most And Least Impressive Stocks Of 2022
In a wild year, these stocks stuck out — for better and for worse
Vince Martin
Dec 27, 2022
10
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The Most And Least Impressive Stocks Of 2022
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Research Notes: 2022 In Review
A look back at 2022, in which society and the market returned toward normalcy
Vince Martin
Dec 23, 2022
9
3
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Research Notes: 2022 In Review
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