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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
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Merger Of Equals Creates Multi-Bagger Potential
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June 2025
The Delivery Chain That's Beating All Global Records
Restaurant Stock With 35-70% Upside
Jun 5
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Overlooked Alpha
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The Delivery Chain That's Beating All Global Records
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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
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Overlooked Alpha
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Mispriced Opportunity: Niche Video Game Developer Only 8x Earnings
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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
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Overlooked Alpha
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This $8 Billion US Defense Stock Can Continue To Run Higher
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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
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Overlooked Alpha
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LNG and Data Center Winner: 24% Growth, 13x Earnings
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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
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Overlooked Alpha
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A Nutrition Play with 30% EBITDA Margins and a Massive Opportunity
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January 2025
Flying Under the Radar: A UK Travel Stock at 5x FCF With £2.3B in Net Cash
The UK's third largest airline, flying from 13 UK airports to more than 70 destinations across Europe and beyond.
Jan 19
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Overlooked Alpha
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Flying Under the Radar: A UK Travel Stock at 5x FCF With £2.3B in Net Cash
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A Space Intelligence Play at 2.8x Sales With 214% Revenue Growth
BlackSky's edge lies in its rapid monitoring capability, with satellites able to capture imagery of the same location up to 15 times per day
Jan 13
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Overlooked Alpha
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A Space Intelligence Play at 2.8x Sales With 214% Revenue Growth
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December 2024
Below Book Value: The $5.7B Aircraft Lessor With 100% Utilization
Air Lease stock can outperform thanks to attractive valuation and secular tailwinds in the aircraft leasing market
Dec 5, 2024
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Below Book Value: The $5.7B Aircraft Lessor With 100% Utilization
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10x Free Cash Flow For This Rolex Partner
This high-end watch retailer occupies a dominant position in the UK luxury watch market, accounting for over 50% of UK Rolex sales, as well as…
Dec 1, 2024
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10x Free Cash Flow For This Rolex Partner
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November 2024
Up 400%, OPRA Still Looks Intriguing
OPRA's bull case is simple — but a key risk remains
Nov 10, 2024
6
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Up 400%, OPRA Still Looks Intriguing
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October 2024
This Oil Services Stock Can Gain 50%+
An overlooked story creates an attractive opportunity.
Oct 31, 2024
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Overlooked Alpha
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This Oil Services Stock Can Gain 50%+
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