Sitemap - 2023 - Misfit Alpha
The Misfits: Mettler-Toldeo International (MTD)
The Misfits: Applied Industrial Technologies (AIT)
Do Benjamin Graham’s “Sub-Working Capital” Stocks Still Exist?
This Fund's Performance Reveals an Important Lesson for Investing Today
Rediscovering Your Investing Confidence
The Personal Portfolio (and Why I Sold Apple)
The Misfits: McGrath RentCorp (MGRC)
Intriguing IPOs: Signing Day Sports (SGN)
The Misfits: World Acceptance Corporation (WRLD)
Even “Timeless” Advice has an Expiry Date
The Misfits: Investors Title Co. (ITIC)
Intriguing IPOs: Shimmick Corporation (SHIM)
The Misfits: Expeditors International of Washington (EXPD)
Remember: Mergers & Acquisitions Aren’t Your Friend (Exhibit #984)
Maybe Still a Misfit? Charles River Labs (CRL)
The Misfits: Encore Wire (WIRE)
Take Your Historical Trends and Throw Them in the Rubbish
Something’s Rotten in the State of Capital Markets Companies
Intriguing IPOs: Davis Commodities Limited (DTCK)
The Misfits: Coca-Cola Consolidated (COKE)
Measuring Returns: A Complicated Endeavor
The Misfits: Federal Agricultural Mortgage Corporation (Farmer Mac) (AGM)
Intriguing IPOs: Still Hunting...
The Misfits: Oxford Industries (OXM)
What do we REALLY Mean When we Use Valuation Multiples?
Anatomy of a Stock Analysis (Part 2)
Anatomy of a Stock Analysis (Part 1)
Intriguing IPOs: Sharkninja (SN)
The Misfits: U.S. Lime and Minerals (USLM)
Intriguing IPOs: Savers Value Village (SVV)
The Misfits: Mueller Industries (MLI)
Intriguing IPOs: GEN Restaurant Group and Vesta Real Estate
To Invest or to Be Seen Investing
The Misfits: Lithia Motors (LAD)
The Misfits: James Hardie Industries (JHX)
Finding the Sweet Spot of Returns
The Once (and Future?) Misfit: Balchem Corp (BCPC)
The Misfits: West Pharmaceutical Services (WST)
The Misfits: Grupo Aeroportuario del Sureste (ASR) and Grupo Aeroportuario del Pacifico (PAC)
The Misfits: Jack Henry & Associates (JKHY)
Never Meet Your Hero’s Portfolio in Real Life
Knowing Your Limits and the Personal Portfolio
Moneyball works…until it doesn’t
The Misfits: Utah Medical Products (UTMD)