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Intriguing IPOS? Lineage (LINE) and Concentra Group Holdings (CON)
Two IPOs this week worth cracking open the S-1s
Jul 23
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Misfit Alpha
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Intriguing IPOS? Lineage (LINE) and Concentra Group Holdings (CON)
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The Misfits: Addus HomeCare Corporation (ADUS)
The in-home caregiver has walked a narrow path to success.
Jul 20
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Misfit Alpha
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The Misfits: Addus HomeCare Corporation (ADUS)
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The Misfits: Enpro Inc. (NPO)
The long-tenured manufacturer can be hard to follow because of how often it changes.
Jul 13
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Misfit Alpha
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The Misfits: Enpro Inc. (NPO)
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June 2024
The Misfits: ICON plc (ICLR)
The curious case of the #2 player in one of the best market-beating industries out there.
Jun 29
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Misfit Alpha
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The Misfits: ICON plc (ICLR)
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The Illusion of Investor Alignment
Many businesses will tout how they require their management teams to own stock in the company, but the details of those requirements are far from…
Jun 25
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Misfit Alpha
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The Illusion of Investor Alignment
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The Misfits: Deckers Outdoors Corporation (DECK)
It sure wasn't its Deckers sandals that got it to where it is today.
Jun 22
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Misfit Alpha
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The Misfits: Deckers Outdoors Corporation (DECK)
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Commodity Investing Lessons from 2 Oil & Gas IPOs
Commodity companies going public can say a lot about the state of the commodity market.
Jun 18
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Misfit Alpha
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Commodity Investing Lessons from 2 Oil & Gas IPOs
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The Misfits: Advanced Drainage Systems (WMS)
Think all the great returns are in AI? this septic tank company may make you think otherwise.
Jun 15
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Misfit Alpha
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The Misfits: Advanced Drainage Systems (WMS)
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Atrophy and an Intriguing IPO: Waystar Holding (WAY)
The case for practicing a skill if only for the purpose of keeping that skill current.
Jun 11
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Misfit Alpha
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Atrophy and an Intriguing IPO: Waystar Holding (WAY)
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The Misfits: Cavco Industries (CVCO)
Cavco has been a good investment in manufactured housing, but separating the business from social and political views can be challenging.
Jun 8
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Misfit Alpha
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The Misfits: Cavco Industries (CVCO)
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Intriguing IPOs: Novelis Inc. (NVL)
The aluminum fabricator is forging a unique path with metals recycling.
Jun 4
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Misfit Alpha
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Intriguing IPOs: Novelis Inc. (NVL)
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Maybe a Misfit? EVI Industries (EVI)
It's hard to call a $250 million company a wealth compounder, but it draws parallels to many long-term winners
Jun 1
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Misfit Alpha
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Maybe a Misfit? EVI Industries (EVI)
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