Overlooked Alpha

Overlooked Alpha

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Overlooked Alpha
Overlooked Alpha
Clearfield: Confusing Sell-Off Leaves Attractive Opportunity
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Clearfield: Confusing Sell-Off Leaves Attractive Opportunity

It's not clear why CLFD stock has halved. Whatever the reason, the stock looks like a buy

Wall Street and Main
Feb 05, 2023
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Overlooked Alpha
Overlooked Alpha
Clearfield: Confusing Sell-Off Leaves Attractive Opportunity
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📍 TL;DR

  • Over the first 11 months of 2022, CLFD was one of the best stocks in the market. Over the last 10 weeks, it’s been one of the worst.

  • The causes of the reversal aren’t exactly clear. The most likely culprits don’t seem material from a long-term perspective.

  • With the stock down more than 50% from the peak, investors can acquire a successful business…

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