Archive - Misfit Alpha

"Intriguing" IPOs: Fermi (FRMI)

There has never been a company like Fermi on the public markets. Perhaps for a reason.

23 hrs ago •

September 2025

August 2025

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.

Aug 31 •

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.

Aug 23 •

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.

Aug 20 •

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.

Aug 16 •

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.

Aug 13 •

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.

Aug 10 •

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

Aug 6 •

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