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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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Intriguing IPOs (Definitely Not Figma): Carlsmed (CARL)
The medical device company's market cap may be less than 1% than Figma, but it looks more appetizing for individual investors for many reasons.
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Intriguing(?) IPOs: NIQ Global Intelligence (NIQ) and McGraw Hill (MH)
Two familiar company names transforming themselves for the digital age. One looks better positioned than the other
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The Misfits: Cummins (CMI)
The long-time manufacturer of engines is both unloved and at a crossroads.
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Misfit Alpha

July 2025

June 2025

Intriguing IPOs: Caris Life Sciences (CAI)
Even the most scarred healthcare analyst can see some qualities in this novel diagnostic healthcare IPO.
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The Misfits: Quanta Services (PWR)
The market treats Quanta much more favorably than it treats Quanta's largest competitor, EMCOR. It's hard to understand why.
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Intriguing IPOs: Voyager Technologies (VOYG)
Investors looking for opportunities in space have had few options, that seems to be changing quickly.
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Intriguing IPOs: Chime Financial (CHYM)
Chime's business of providing low cost credit and banking to lower income customers is noble, but comes with plenty of risks.
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