Overlooked Alpha

Overlooked Alpha

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

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.

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