Overlooked Alpha

Overlooked Alpha

Pounding The Table For 3 Past Ideas

After a volatile few weeks, these past ideas are looking attractive again

Overlooked Alpha
Aug 09, 2024
∙ Paid

💡 Highlights

  • 3D printing leader Materialise (MTLS) trades at ~7x EBITDA despite solid growth in its medical segment.

  • Semiconductor firm Silicon Motion (SIMO) offers value as memory chip sentiment swings wildly.

  • Cabinet maker MasterBrand (MBC) faces headwinds from industry pressures: Why we maintain a bearish outlook.

  • Aerospace supplier Astronics (ATRO) presents an opportunity for triple digit upside.

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