Sitemap - 2025 - Misfit Alpha

Intriguing IPOs: Slide Insurance Holdings (SLDE) and Ategrity Specialty Holdings (ASIC)

Intriguing IPOs: Caris Life Sciences (CAI)

The Misfits: Quanta Services (PWR)

Intriguing IPOs: Voyager Technologies (VOYG)

Intriguing IPOs: Chime Financial (CHYM)

Intriguing IPOs: Omada Health (OMDA)

The Misfits: Simpson Manufacturing Company (SSD)

Intriguing IPOs: Circle Internet Group (CRCL)

Suboptimal Outcomes (and the Personal Portfolio)

Intriguing IPOs: Hinge Health (HNGE)

The Misfits: HCI Group (HCI)

Intriguing IPOs: eToro (ETOR)

The Misfits: Gartner (IT)

Intriguing (or Deceiving) IPOs: AIRO Group Holdings (AIRO)

The Misfits: Simulations Plus (SLP)

New Investing Horizons

The Misfits: SPX Technology (SPXC)

The Birth of a Meme Stock: Newsmax Inc. (NMAX) IPO

Embracing Uncertainty (and the Personal Portfolio)

CoreWeave's (CRWV) IPO and Creeping Corporate Autocracy

The Misfits: Erie Indemnity Company (ERIE)

Intriguing...Spinoffs: Sandisk Corporation (SNDK)

The Misfits: Acuity Brands (AYI)

Investing in the World of Information Voids

The Misfits: ExlService Holdings (EXLS)

Intriguing IPOs: SailPoint (SAIL) and Northpointe Bancshares (NPB)

The Misfits: NetApp (NTAP)

Intriguing IPOs: Titan America (TTAM) and Karman Holdings (KRMN)

The Misfits: Landstar System (LSTR)

Intriguing IPOs: Metsera (MTSR) and Beta Bionics (BBNX)

Is This a Misfit?: Arrow Electronics (ARW)

Intriguing IPOs: Smithfield Foods (SFD) & Infinity Natural Resources (INR)

The Misfits: Magna International (MGA)

Intriguing IPOs: Venture Global (VG)

The Misfits: Snap-On Incorporated (SNA)

Intriguing IPOs: Flowco Holdings (FLOC)

The Misfits: FirstCash Holdings (FCFS)

Keeping Score (2024 IPOs edition)