Sitemap - 2023 - Overlooked Alpha
2023: The Year That Defied Expectations
The Least Impressive Stocks Of 2023
The Most Impressive Stocks Of 2023
This E-Commerce Stock Trades At 11x Free Cash Flow
Research Notes: Macy's And Mulberry
Fundamentals: Understanding Yield
This Cybersecurity Stock Could Fall 50%
Research Notes: A Deep Dive On SKIN
Operating Leverage And Crazy Valuations
This Small Cap Could Double Thanks To Powerful Megatrends
Research Notes: Can VF Corporation Reverse Its 83% Decline?
Leverage: A Double Edged Sword
This Software Developer Could Gain 40%
Research Notes: The Best Shareholder Perks
This Legacy Media Giant Is An Intriguing Short
Research Notes: The Las Vegas Sphere
This Chipmaker Is Getting Back On Track
Research Notes: Checking In On Earnings
This Forgotten Water Business Is Heading For A Breakout
Research Notes: More Ozempic Updates
The Benefits And Perils Of EBITDA
One Of The Best Mean Reversion Trades Out There
Research Notes: Ozempic Losers (Part I)
50% Gains Are Possible For This $7B Medtech Stock
Research Notes: Ozempic Rattles The Market
The Problem With P/E Multiples (And What To Do About It)
Research Notes: Still-Good Ideas
Investing Lessons From The Walgreens Stock Collapse
Robinhood Stock Is A Buy (Seriously)
A $1 Acquisition Could Lead This Stock To Double
Research Notes: The WISH Activist
50% Gains Are Possible For This Software Small Cap
Research Notes: Chewy Goes To The Dogs
Research Notes: Overstock's Wild Ride
10x Earnings Is Too Much For This Stock
Research Notes: Enormous Red Flags
Insiders Are Buying This $7 Stock
This $5 Stock Is Turning Itself Around
Research Notes: Enphase And AMSC
This Tiny Stock Could Gain 400%
Research Notes: Tow Trucks And Love Matches
This Aerospace Supplier Has Multiple Ways To Win
Research Notes: Lincoln And PENN Soar
This Tower Owner Trades At 6.4x Free Cash Flow
Research Notes: Earnings We Got Right
Is Disney Stock A Generational Buy?
This Stock Has 60% Of Its Market Cap In Cash
Research Notes: $20 Billion To Zero In Only 3 Years
Be Careful Betting On Back-To-Office
This $276m Company Is Trading Below Liquidation Value
Research Notes: Can Cannabis Stocks Make A Comeback? (Part 2)
The Case for Shorting MasterBrands Stock
Research Notes: Can Cannabis Stocks Make A Comeback? (Part 1)
This Small Cap Stock Is Moving Into Electric Vehicles And It Looks Like A Buy
Research Notes: Can Allbirds And Rush Street Defy The Odds?
Verint Systems' Path to 50%+ Gains
Research Notes: Figuring Out Enviva
This AI Stock Has Big Problems Ahead
Research Notes: Risky Stocks Rally
DSGR: A Boring Business With A Chance To 4x
Research Notes: Closing Out Winners And Losers
Playboy Stock: Unlocking Value Requires One More Step
Research Notes: AI Is Impossible To Ignore Now
Destination XL Looks Too Cheap
Research Notes: Value In Specialty Retail, Part II
Research Notes: Value In Specialty Retail, Part I
Quipt Home Medical: A $5 Stock With A Good Chance To Double
Research Notes: PayPal And Nvidia Look Attractive, For Very Different Reasons
Do Professional Managers Understand Buybacks?
Coinbase Stock: Conviction Short Or Bear Trap?
Research Notes: Our Performance So Far
Full House Resorts Could Offer 100% Upside
Discussion: The Best Stocks For A Recession
Spirit AeroSystems: Leveraged And Risky
Research Notes: AI's First Scalp
Discussion: AI Winners And Losers
Materialise Stock Set to Rebound After Cathie Wood Sell-Off
Research Notes: Enphase, Coinbase & More
Discussion: The Best (And Worst) CEOs
This Struggling Auto Company Looks Like A Short
Research Notes: Tesla, MediaAlpha And Progyny
Discussion: Stocks That Could 10x
A Critical Supplier For Electric Vehicles Is Being Mispriced By The Market
One Of The Most Volatile Stocks On The Market
A Special Situation With 78% Upside Potential
Research Notes: AI Stocks Are Not What They Seem
Discover Under-The-Radar Stocks And Overlooked Investment Opportunities
This Defense Contractor May Have 50% Upside
Research Notes: The Story of SPOK and MASS
Research Notes: Can Allbirds Be Salvaged?
EXPD: One Of The Best Cyclical Shorts Left
Research Notes: Is Q2 Holdings' 28% Decline Justified?
Why Charles Schwab's Stock Decline Doesn't Make Sense
Nomad Foods: A Contrarian, Defensive Compounder
Research Notes: The Case For Online Education Stocks
MediaAlpha Stock: Absurdly Expensive
Research Notes: The Problem With DraftKings Stock
Portillo's: Best In Class Restaurant Stock?
Research Notes: Canada Goose And The Impossible Market
Vintage Wine Estates: As Contrarian As It Gets
Research Notes: Semler Scientific Looks Tempting After 48% Plunge
Clearfield: Confusing Sell-Off Leaves Attractive Opportunity
Research Notes: Is Live Ventures An Easy Short — Or A Transformed Long?
Mitek Systems: Monopoly Business Under $10 A Share
Research Notes: Sum Of The @#$*&! Parts
MeridianLink: A Risky Bet Ahead Of Earnings
Trade Update: Covering ROVR and COOK
Research Notes: Can Restaurants Adapt To Economic Reality?
Burlington Stores: Shorting The Snapback Rally
Research Notes: Newspapers And Netflix