Overlooked Alpha

Overlooked Alpha

Share this post

Overlooked Alpha
Overlooked Alpha
140% Upside Is Possible For This Environmental Small Cap
Copy link
Facebook
Email
Notes
More

140% Upside Is Possible For This Environmental Small Cap

The story here is a little messy, but there are multiple paths to upside

Overlooked Alpha
Mar 24, 2024
∙ Paid
16

Share this post

Overlooked Alpha
Overlooked Alpha
140% Upside Is Possible For This Environmental Small Cap
Copy link
Facebook
Email
Notes
More
4
Share

Highlights:

  • This growing business trades at under 7x EBITDA in a sector where multiple buyouts have gone off at 12x or more.

  • There are some concerns around the balance sheet in the context of a long-delayed asset sale.

  • But with a closer look, those concerns are manageable. And there are simply many ways for this stock to win.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Joe Marwood
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More