Sitemap - 2024 - Misfit Alpha
The Misfits: Plexus Corp (PLXS)
Intriguing IPOs: ServiceTitan (TTAN) and Anteris Technologies Global (AVR)
What to Do When You Lose the Thread (and the Personal Portfolio)
The Misfits: Curtiss-Wright (CW)
The Misfits: Molina Healthcare (MOH)
Revisiting Benjamin Graham's "Net-Net" Stocks
The Misfits: Amphenol Corporation (APH)
The Misfits: Dorman Products (DORM)
The Misfits: TopBuild Corp. (BLD)
Intriguing IPOs: KinderCare Learning Centers (KLC)
The Misfits: Rush Enterprises (RUSHA)
Intriguing IPOS: FrontView REIT (FRV)
The Misfits: Oak Valley Bancorp (OVLY)
Intriguing IPOs: StandardAero (SARO)
The Misfits: SEI Investments Company (SEIC)
Intriguing IPOs: Guardian Pharmacy Services (GRDN)
The Misfits: Colliers International Group (CIGI)
The Misfits: John Bean Technologies Corporation (JBT)
Half Baked (Investing) Ideas: How Much Do Moats Really Matter?
Random Thoughts and the Personal Portfolio
The "Media-ification" of Academic Studies and (Poor) Logic Leaps
The Misfits: Dr. Reddy's Laboratories Limited (RDY)
Recessions, BIG NUMBERS, and Reading the Room
The Misfits: Transcat, Inc. (TRNS)
The Misfits White Mountains Insurance Group Inc. (WTM)
Intriguing IPOS? Lineage (LINE) and Concentra Group Holdings (CON)
The Misfits: Addus HomeCare Corporation (ADUS)
The Illusion of Investor Alignment
The Misfits: Deckers Outdoors Corporation (DECK)
Commodity Investing Lessons from 2 Oil & Gas IPOs
The Misfits: Advanced Drainage Systems (WMS)
Atrophy and an Intriguing IPO: Waystar Holding (WAY)
The Misfits: Cavco Industries (CVCO)
Intriguing IPOs: Novelis Inc. (NVL)
Maybe a Misfit? EVI Industries (EVI)
"Wired" vs "Hard-Wired" and the Personal Portfolio
Half Baked (Investing) Ideas: Beta is Based
Maybe Still a Misfit? Neogen Corporation (NEOG)
What the F*** Happened to Methode Electronics? (MEI)
Intriguing IPOs: Proficient Auto Logistics (PAL)
The Misfits: VSE Corporation (VSEC)
The Misfits: Inter Parfums (IPAR) (IPT)
Intriguing IPOs: Loar Corporation (LOAR)
The Misfits: Churchill Downs Incorporated (CHDN)
The Misfits: EMCOR Group (EME)
Intriguing IPOs: UL Solutions Inc. (ULS)
The Misfits: Lantheus Holdings (LNTH)
What is Your "Threshold" for Investing?
The Misfits: UFP Technologies (UFPT)
The Misfits: FTI Consulting (FCN)
Intriguing IPOs: Grupo Auna (AUNA) and Astera Labs (ALAB)
What to Do With This Misfit? Nexstar Media Group (NXST)
The Misfits: Credit Acceptance Corporation (CACC)
Lies, Damn Lies, and Investing Advice
The Misfits: Air Transport Services Group (ATSG)
The Misfits: RPM International (RPM)
The Hullabaloo About Dividends (Revisited)
Intriguing IPOs: BBB Foods Inc. (TBBB)
The Misfits: Maximus, Inc. (MMS)
Elon Musk and Benjamin Graham’s Biggest Mistake
The Misfits: UFP Industries (UFPI)
The Misfits: Patrick Industries (PATK)
Private Equity Wants You to Think This Is an Intriguing IPO: BrightSpring Health Services
The Misfits: Gildan Activewear (GIL)
When to Unlearn What We Have Learned
The Once (and Future?) Misfit: Atrion Corporation (ATRI)
I Wish This Were an Intriguing IPO: Smith Douglass Homes Corp. (SDHC)