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Overlooked Alpha

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Deep-Dives

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Sector Generalists
Content Type Analysis
Website Substack
Paywall Yes

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Average Rating 9.0
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Ranking 75

Content

Picture of Overlooked Alpha

The Delivery Chain That's Beating All Global Records

June 5, 2025, 12:35 p.m.

Paywall
Picture of Overlooked Alpha

Mispriced Opportunity: Niche Video Game Developer Only 8x Earnings

May 8, 2025, 10:02 a.m.

Paywall
Picture of Overlooked Alpha

This $8 Billion US Defense Stock Can Continue To Run Higher

April 17, 2025, 12:41 p.m.

Paywall
Picture of Overlooked Alpha

Powell Industries Looks Attractive After 55% Sell-Off

March 9, 2025, 11:47 a.m.

Paywall
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Applied Nutrition: 57%+ Upside

Feb. 6, 2025, 11:35 a.m.

Paywall
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Jet2 Plc: 48%+ Upside

Jan. 19, 2025, 12:24 p.m.

Paywall
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BlackSky Technology: High Risk, High Reward

Jan. 13, 2025, 12:29 p.m.

Paywall
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Yelp Deep Dive

Dec. 10, 2024, 12:22 p.m.

Paywall
Picture of Overlooked Alpha

30% - 70% Upside

Dec. 5, 2024, 12:12 p.m.

Paywall
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10x Free Cash Flow For This High-End Watch Business

Dec. 1, 2024, 11:43 a.m.

Paywall
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Up 400%, Opera Limited Stock Still Looks Intriguing

Nov. 10, 2024, 11:36 a.m.

Paywall
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This Oil Services Stock Can Gain 50%+

Oct. 31, 2024, 11:36 a.m.

Paywall
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Updates For Sportradar, i3 Verticals and Asure Software

Oct. 23, 2024, 11:45 a.m.

Paywall
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This Best-In-Class Software Stock Is Ready To Bounce Back

Oct. 14, 2024, 11:49 a.m.

Paywall
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An Intriguing Turnaround Play With A Major Hedge Fund Behind It: Execution needs to improve, but a valuable real estate portfolio suggests sharp upside

Oct. 3, 2024, 11:50 a.m.

Paywall
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Updates For Enviri, B&W, and CarMax: Circling back on three past ideas — including one still-strong buy

Sept. 11, 2024, 11:13 a.m.

Paywall
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This $700 Million Infrastructure Stock Looks Far Too Cheap : A stock that doesn't look like much has an attractive value case under the surface

Sept. 6, 2024, 12:59 p.m.

Paywall
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This Trucking Stock Is Poised For A Sharp Rebound: A solid business at a more than solid price.

Aug. 21, 2024, 12:19 p.m.

Paywall
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This AI Stock Could Gain 53% Following Unwarranted Sell-Off: Opportunity in volatility

Aug. 13, 2024, 12:50 p.m.

Paywall
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Pounding The Table For 3 Past Ideas: After a volatile few weeks, these past ideas are looking attractive again

Aug. 9, 2024, 1:13 p.m.

Paywall
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This Restaurant Business Could Fall By One Third: Profits are lower than they were 19 years ago. They could go even lower.

Aug. 1, 2024, 12:41 p.m.

Paywall
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Nextracker Looks Like Another Solar Winner — And A Subscriber Update: FSLR looks like the highest risk/highest reward play in solar — but NXT has a strong bull case itself

July 25, 2024, 12:20 p.m.

Paywall
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First Solar Is Much More Than A Political Football: Highlights: Rising expectations for a second Trump presidency have dented solar stocks, with First Solar falling sharply.

July 21, 2024, 12:24 p.m.

Paywall
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Research Notes: The Binary Case For Aehr Test Systems: Q4 earnings suggest a much bigger opportunity than expected.

July 18, 2024, 12:34 p.m.

Paywall
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OGE Energy Can Drive Strong Annual Returns: In a sector with obvious tailwinds on the way, OGE should outperform

July 14, 2024, 9:25 p.m.

Paywall