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Fundamentals: Short Selling And Short Squeezes
A primer on the who, why, and how of selling short
May 15
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Vince Martin
9
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Fundamentals: Short Selling And Short Squeezes
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This $388 Million Boating Stock Is A Buy For The Long-Term
22% of market cap in cash
May 13
•
Vince Martin
8
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This $388 Million Boating Stock Is A Buy For The Long-Term
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Research Notes: Uniti Reunites
One of the most contrarian plays on the market
May 9
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Vince Martin
7
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Research Notes: Uniti Reunites
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10x EBITDA For This Clean Energy Turnaround
Wind energy stocks are catching a bid — more upside could be on the way
May 6
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Vince Martin
8
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10x EBITDA For This Clean Energy Turnaround
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Research Notes: VeriSign Tanks
One of the market's best businesses tumbles to a multi-year low. Is it a buy?
May 3
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Vince Martin
8
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Research Notes: VeriSign Tanks
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April 2024
Fundamentals: Understanding Book Value
Reviewing an unusual metric that is often meaningless, yet sometimes important
Apr 30
•
Vince Martin
15
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Fundamentals: Understanding Book Value
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Impatient Investors Have Created A Screaming Opportunity In AI
The market seems to be misreading the cycle in a major sector. That's created a number of opportunities — with this name the best of the bunch
Apr 28
•
Vince Martin
13
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Impatient Investors Have Created A Screaming Opportunity In AI
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Research Notes: Catching Up On Some Picks
Following up on SCHW, HOOD, and SENEA
Apr 23
•
Vince Martin
5
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Research Notes: Catching Up On Some Picks
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11x Earnings For This Health Care Spin-Off
A Joel Greenbatt type opportunity
Apr 21
•
Vince Martin
9
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11x Earnings For This Health Care Spin-Off
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Fundamentals: A Deep Dive On Stock-Based Compensation
What SBC means, and what Tesla teaches us
Apr 18
•
Vince Martin
4
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Fundamentals: A Deep Dive On Stock-Based Compensation
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Triple Digit Gains Are Possible For This $1.44 Billion Commodity Stock
Secular tailwinds, pricing discipline, and a jump in free cash flow
Apr 14
•
Vince Martin
8
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Triple Digit Gains Are Possible For This $1.44 Billion Commodity Stock
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Research Notes: CONMED's Big Risk
Competitive concerns have driven short interest up. There may be more downside ahead
Apr 11
•
Vince Martin
9
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Research Notes: CONMED's Big Risk
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