Overlooked Alpha

This Luxury Compounder Is The Cheapest Its Been In Over A Decade

For years, this luxury compounder has quietly outperformed flashier rivals, growing revenues, adding brands, and expanding margins.

Dec 11 • Overlooked Alpha

8

November 2025

Rule Of 60 Business Only 10 Times Earnings

This company operates in the staffing and recruitment industry where it has achieved 30% revenue growth over the past 12 months with 34% free cash flow…

Nov 12 • Overlooked Alpha

14

October 2025

AI Needs Power. This Company Delivers It

A reliable, cash-generating business poised to deliver steady income and serious upside as the energy transition accelerates…

Oct 19 • Overlooked Alpha

10

September 2025

11x Earnings, 34% Margins and a Monopoly Position

Political winds are shifting, capital flowing back, and technology upgrading unlocking new profit streams for this quality company.

Sep 21 • Overlooked Alpha

14

4

August 2025

5x Free Cash Flow For This European Gem

A classic deep value opportunity in Europe.

Aug 24 • Overlooked Alpha

20

1

160% Upside For This UK Homebuilder?

The UK’s largest homebuilder by volume is undergoing a bold transformation that could dramatically reshape its investment case.

Aug 3 • Overlooked Alpha

10

1

July 2025

Merger Of Equals Creates Multi-Bagger Potential

With a transformative merger set to unlock nearly $4 billion in synergies, we believe the stock trades at a significant discount to intrinsic value.

Jul 3 • Overlooked Alpha

13

June 2025

The Delivery Chain That's Beating All Global Records

Restaurant Stock With 35-70% Upside

Jun 5 • Overlooked Alpha

12

1

May 2025

Mispriced Opportunity: Niche Video Game Developer Only 8x Earnings

In an industry dominated by publishers with enormous budgets, we've identified a European gaming studio that combines artistic vision and commercial…

May 8 • Overlooked Alpha

11

3

April 2025

This $8 Billion US Defense Stock Can Continue To Run Higher

The company currently trades at an attractive 15x P/E multiple despite improving growth prospects and a significant backlog worth $48.7 billion.

Apr 17 • Overlooked Alpha

12

March 2025

LNG and Data Center Winner: 24% Growth, 13x Earnings

As a producer of electrical power management solutions, this business stands at the intersection of several powerful trends.

Mar 9 • Overlooked Alpha

12

February 2025

A Nutrition Play with 30% EBITDA Margins and a Massive Opportunity

A highly promising small cap that sells fitness, health and nutritional products.

Feb 6 • Overlooked Alpha

12