Overlooked Alpha

Overlooked Alpha

Research Notes

Research Notes: Enphase, Coinbase & More

A look at four recent decliners that could have more downside ahead

Vince Martin
Apr 27, 2023
∙ Paid

⚡ Highlights:

  • Shorting a stock after it has peaked is often better than trying to time the top.

  • Post-earnings declines for Impinj and Enphase could signal mid-term reversals.

  • Vornado Realty is suffering from a collapse in office and retail occupancy.

  • Two compelling reasons to short Coinbase.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 Joe Marwood · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture