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)
Intriguing (or Deceiving) IPOs: AIRO Group Holdings (AIRO)
The Misfits: Simulations Plus (SLP)
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)
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)