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Intriguing IPOs: Phoenix Education Partners (PXED)
The parent company of the University of Phoenix is hoping for better results.
Oct 9
•
Misfit Alpha
2
Intriguing IPOs: Neptune Insurance Holdings (NP)
Neptune is either the future of insurance or the beneficiary of a unique emerging insurance market.
Oct 5
•
Misfit Alpha
5
"Intriguing" IPOs: Fermi (FRMI)
There has never been a company like Fermi on the public markets. Perhaps for a reason.
Oct 2
•
Misfit Alpha
1
September 2025
The Misfits: Nordson Corporation (NDSN)
Some businesses change in subtle ways, but they can profoundly impact our investment thesis.
Sep 21
•
Misfit Alpha
3
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.
Sep 13
•
Misfit Alpha
3
Intriguing IPO: Via Transportation (VIA)
Alternatively, how to be dispassionate when you want a company to succeed.
Sep 11
•
Misfit Alpha
1
Intriguing IPOs: Legence (LGN) and Black Rock Coffee Bar (BRCB)
No good company goes uncopied.
Sep 7
•
Misfit Alpha
2
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
•
Misfit Alpha
2
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
•
Misfit Alpha
2
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
•
Misfit Alpha
2
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
•
Misfit Alpha
3
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
•
Misfit Alpha
2
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