Sitemap - 2024 - Overlooked Alpha
Below Book Value: The $5.7B Aircraft Lessor With 100% Utilization
10x Free Cash Flow For This Rolex Partner
Up 400%, OPRA Still Looks Intriguing
This Oil Services Stock Can Gain 50%+
Updates For Sportradar, i3 Verticals and Asure Software
This Best-In-Class Software Stock Is Ready To Bounce Back
An Intriguing Turnaround Play With A Major Hedge Fund Behind It
Updates For Enviri, B&W, and CarMax
This $700 Million Infrastructure Stock Looks Far Too Cheap
This Trucking Stock Is Poised For A Sharp Rebound
This AI Stock Could Gain 53% Following Unwarranted Sell-Off
Pounding The Table For 3 Past Ideas
This Restaurant Business Could Fall By One Third
Nextracker Looks Like Another Solar Winner — And A Subscriber Update
First Solar Is Much More Than A Political Football
Research Notes: The Binary Case For Aehr Test Systems
This $7.4B Utility Company Can Benefit From AI Energy Tailwinds
The Case For Utilities In A World Of AI
The Problem With Mining Stocks
Up 56%, Griffon Corp Can Continue To Run
Reiterating 'Buy' On These Picks
Recent Sell-Off May Be a Golden Buying Opportunity For This Lesser Known Stock
Fundamentals: How To Filter Stocks
This Adtech Leader Looks Tempting After 50% Drop
Research Notes: Two Big Mergers
A Quality Business Worth Owning At 13x EBITDA
Research Notes: The Case For Celsius
Fundamentals: GameStop Versus Archegos
This High Quality Software Stock Is On Sale Right Now
Research Notes: Crowded Out By AI (Part I)
Fundamentals: The Hazy Framework Of Insider Trading
This Platform Business Can Double
Research Notes: Gildan Goes Big
This Travel Stock Has Never Been So Cheap
A $350M Acquisition Could Transform This Struggling Stock
Research Notes: The Problem With Perion
Fundamentals: Short Selling And Short Squeezes
This $388 Million Boating Stock Is A Buy For The Long-Term
Research Notes: Uniti Reunites
10x EBITDA For This Clean Energy Turnaround
Research Notes: VeriSign Tanks
Fundamentals: Understanding Book Value
Impatient Investors Have Created A Screaming Opportunity In AI
Research Notes: Catching Up On Some Picks
11x Earnings For This Health Care Spin-Off
Fundamentals: A Deep Dive On Stock-Based Compensation
Triple Digit Gains Are Possible For This $1.44 Billion Commodity Stock
Research Notes: CONMED's Big Risk
This Activist Play Trades At Just 6x Free Cash Flow
Research Notes: Lamb Weston Gets Fried
Fundamentals: Cash Flow Versus Earnings
This Sports Betting Company Could Collapse 50%
Research Notes: The Case For Manchester United Stock
140% Upside Is Possible For This Environmental Small Cap
Fundamentals: Debt That Isn't Debt
22% Drop Is An Opportunity For This Software Stock
This Casino Stock Looks Like A Buy
Research Notes: Grab And AerSale
Fundamentals: Bausch's Terrible Balance Sheet
This Japanese Stock Is Under 4 Times Earnings
Research Notes: GoPro, ORN and GTLS
Planet Fitness Can Defy The Skeptics Again
Research Notes: The Short Case For Pinduoduo And Temu
Fundamentals: What Bond Prices Mean For Stocks
A $2 Billion Payout Could Unlock This Software Stock
Research Notes: Volkswagen Looks Like Free Money
This Well-Known Consumer Play Is An Attractive Short
Research Notes: Earnings And Updates
Fundamentals: A Deep Dive On Debt
This Beaten-Down $464M Stock Could Deliver Triple-Digit Returns
Research Notes: Updates And iRobot
This Apple Supplier Should Benefit From New Markets — And An Improved Perception
Research Notes: A Deep Dive On Spin Master, Owner Of Paw Patrol
Fundamentals: The Epic Turnaround At Domino's
An Unusual Merger Should Boost This Small Cap
Research Notes: Down 50%, Is Baxter A Buy?
This Aerospace Supplier Is Ready To Take Off
Research Notes: Spirit Aerosystems Takes A Bath
A Transformed Business Model Could Cause This Stock To Double