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The Misfits: Nordson Corporation (NDSN)
Some businesses change in subtle ways, but they can profoundly impact our investment thesis.
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The Misfits: Ubiquiti Inc. (UI)
Investor interest in Ubiquiti is a sliver of what it used to be. Perhaps those investors should have stuck around.
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Intriguing IPO: Via Transportation (VIA)
Alternatively, how to be dispassionate when you want a company to succeed.
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Intriguing IPOs: Legence (LGN) and Black Rock Coffee Bar (BRCB)
No good company goes uncopied.
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The Fragility of Brands
Brand as a competitive advantage is considered common knowledge among investors. It's not as durable of an advantage as most think.
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The Misfits: Old Republic International Corporation (ORI)
Does a company ever make you wonder if you are investing the right way? Old Republic International made me question mine.
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Intriguing IPOs: Miami International Holdings (MIAX)
Miami International's market exchanges have been well positioned to reap the benefits of the options trading boom of the 2020s.
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Exploring New Markets: Poland
Poland might have the most dynamic market and economy in Europe right now. The performance of companies on the Warsaw Exchange help make the case.
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Intriguing IPOs: Firefly Aerospace (FLY)
Firefly wants to throw its hat in the ring as a preferred orbital launch contractor. The total number of hats in that ring is getting surprisingly big.
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Misfit Alpha
Misfit Alpha
Exploring the world of overlooked investments. Why some of the greatest investments get ignored; why we spend so much time on the bad ones; and everything in-between.
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