Overlooked Alpha

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This Small Cap Could Double Thanks To Powerful Megatrends
Double-digit annualized returns have marked this stock's past, and should be a part of its future as well
 • 
Vince Martin
 and 
Joe Marwood
2
November 2023
Research Notes: Can VF Corporation Reverse Its 83% Decline?
25 years of sparkling returns have led to four years of disastrous losses
 • 
Vince Martin
This Software Developer Could Gain 40%
A cheap valuation and solid growth can't go unnoticed forever
 • 
Vince Martin
 and 
Joe Marwood
Research Notes: The Best Shareholder Perks
How shareholders can get free stuff, save money, and even make money
 • 
Vince Martin
1
This Legacy Media Giant Is An Intriguing Short
With pressures mounting, cheap might not be cheap enough.
 • 
Vince Martin
 and 
Joe Marwood
Research Notes: The Las Vegas Sphere
Sphere Entertainment might be the most intriguing stock in the market
 • 
Vince Martin
This Chipmaker Is Getting Back On Track
An aborted takeover is in the past. For many reasons, the future looks promising
 • 
Vince Martin
 and 
Joe Marwood
Research Notes: Checking In On Earnings
TripAdvisor, Tesla and European Wax Center
 • 
Vince Martin
This Forgotten Water Business Is Heading For A Breakout
Management changes and a key divestiture mean this story is improving quickly
 • 
Vince Martin
 and 
Joe Marwood
Research Notes: More Ozempic Updates
Weight loss drugs are changing the narrative for these stocks
 • 
Vince Martin
October 2023
One Of The Best Mean Reversion Trades Out There
A thin float, a wonderful business, and a falling knife worth catching
 • 
Vince Martin
 and 
Joe Marwood
4
Research Notes: Ozempic Losers (Part I)
Potential shorts, and possible longs, as GLP-1s continue to impact the market
 • 
Vince Martin
© 2023 Joe Marwood & Vince Martin
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