Sitemap - 2022 - Overlooked Alpha
The Most And Least Impressive Stocks Of 2022
Research Notes: 2022 In Review
DLH Holdings: Ride The Horse 'Til She Bucks
Research Notes: Are Old Dogs Learning New Tricks?
Under Armour: An Apparel Short With Several Ways To Win
EngageSmart: Overlooked Growth Stock
Research Notes: Stocks In The News
Caesarstone Stock Is Ludicrously Cheap
Research Notes: Black Friday Specials
Chart Industries: Massive Overreaction Creates Massive Opportunity
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)
TDCX: Growth Disguised As Value
Research Notes: Who's Winning Now?
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
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)
This 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
It's Not Too Late To Short Boating Stocks
Research Notes: The Stocks We Know
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