Sitemap - 2022 - Overlooked Alpha

Research Notes: Stocks In The News

Caesarstone Stock Is Ludicrously Cheap

Research Notes: Black Friday Specials

Chart Industries: Massive Overreaction Creates Massive Opportunity

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Research Notes: Bottom Fishing

Rover Looks Exposed At 40 times EBITDA

Research Notes: Junky Earnings

Traeger Is A Short Before — And After — Earnings

Research Notes: Intriguing Earnings

Sportradar: Busted IPO Looks Attractive Here

Research Notes: Four Stolen Ideas

The Contrarian Case For CarMax Stock

Research Notes: Six Months In (The Epic Finale)

European Wax Center: A Cyclical Short Even At The Lows

Research Notes: Six Months In (Part III)

Spectrum Brands: 50% Upside If The Deal Gets Done

Research Notes: Six Months In (Part II)

Advantage Solutions: 5x Earnings And A Chance To Triple

Research Notes: Six Months In (Part I)

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TDCX: Growth Disguised As Value

Research Notes: Who's Winning Now?

Erroneous Experts

Adobe Plunge Presents An Opportunity

Research Notes: Pandemic Turnarounds

Harley-Davidson Is Set To Run Out Of Gas

Research Notes: Opportunity In Volatility

Dole: Short-Term Challenges, Long-Term Value

Research Notes: A Short Sellers Paradise?

AeroVironment Looks Dicey Ahead Of Earnings

Research Notes: Big Earnings Movers

Haleon: Sold-Off Spin-Off Looks Like A Buy

Research Notes: Shitcos Revisited

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Six Flags: It Doesn't Take Much For This To Get Better

Research Notes: Friday Insanity

Ardagh Metal Packaging: Contrarian, High-Risk — And Intriguing

Research Notes: Earnings Season So Far

Six Investing Lessons I Wish I Learned Earlier

Ranpak Holdings: The Case For A Busted Pandemic Winner

Research Notes: When To Buy Risk

Scholastic Corp: End Of An Era

Research Notes: Looking Overseas

Kulicke & Soffa: Snapback Rally Offers Another Chance To Short

Research Notes: The Beatings Will Continue Until Morale Collapses

PlayAGS Is A Buy — Because It Isn't What You Think

Research Notes: Quarterly Update (Part II) And Fun New Stocks

Texas Roadhouse: One Of The Best Macro Shorts Remaining

Research Notes: ARK Innovation, Finding A Bottom, And Part I Of A Second-Quarter Update

ABM Industries: A Safe Place To Ride Out The Storm

45 Podcast Episodes With World Class Investors

Accuray: Where Investors Should Be Looking When They Start Looking Again

Research Notes: A Gloomy Plea And Large-Cap Values

The New Case For Shorting Tesla Stock

Research Notes: Consumer Upstarts (Part II)

Cricut: A Pandemic Winner Has Fallen Too Far

Research Notes: Consumer Upstarts (Part I)

Lincoln Educational Services: Cheap, Countercyclical — And Critical

Research Notes: Comparisons With The Dotcom Bubble

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It's Not Too Late To Short Boating Stocks

Research Notes: The Stocks We Know

Farfetch: Luxury Growth Should Shine Through At Some Point

Research Notes: Six Weeks In (Part II)

Research Notes: Six Weeks In (Part I)

Quanex Building Products: A Lower-Risk Play On The Housing Shortage

Research Notes: The Biggest (Earnings) Losers

Nathan's Famous: A Much Better Business Than You Think

Research Notes: Big Earnings Reports

Carvana Stock Still Looks Like A Short

Research Notes: The Plunge In CPaaS Stocks

Taking The Long View On 1-800-Flowers.com

Research Notes: Is There Finally Value In US Online Gambling Stocks?

The Sell-Off In NeoGames SA Has Gone Too Far

Research Notes: Fun With De-SPACs

AppLovin Stock Looks Way Too Cheap

The Bubble Has Burst, But It's Not Over Yet

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