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Yelp Deep Dive
A deep dive into the business model, growth challenges, and valuation of the leading review platform.
Dec 10
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Overlooked Alpha
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Yelp Deep Dive
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30% - 70% Upside
Air Lease stock can outperform thanks to attractive valuation and secular tailwinds in the aircraft leasing market
Dec 5
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Overlooked Alpha
7
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30% - 70% Upside
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10x Free Cash Flow
This high-end watch retailer occupies a dominant position in the UK luxury watch market, accounting for over 50% of UK Rolex sales, as well as…
Dec 1
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Overlooked Alpha
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10x Free Cash Flow
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November 2024
Up 400%, OPRA Still Looks Intriguing
OPRA's bull case is simple — but a key risk remains
Nov 10
•
Vince Martin
4
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Up 400%, OPRA Still Looks Intriguing
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October 2024
This Oil Services Stock Can Gain 50%+
An overlooked story creates an attractive opportunity.
Oct 31
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Vince Martin
7
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This Oil Services Stock Can Gain 50%+
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Updates For Sportradar, i3 Verticals and Asure Software
We highlight three past bull calls that still look attractive going forward
Oct 23
•
Vince Martin
6
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Updates For Sportradar, i3 Verticals and Asure Software
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This Best-In-Class Software Stock Is Ready To Bounce Back
The market has become impatient — but the long-term story looks intact
Oct 14
•
Vince Martin
6
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This Best-In-Class Software Stock Is Ready To Bounce Back
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An Intriguing Turnaround Play With A Major Hedge Fund Behind It
Execution needs to improve, but a valuable real estate portfolio suggests sharp upside
Oct 3
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Vince Martin
10
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An Intriguing Turnaround Play With A Major Hedge Fund Behind It
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3
September 2024
Updates For Enviri, B&W, and CarMax
Circling back on three past ideas — including one still-strong buy
Sep 11
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Vince Martin
6
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Updates For Enviri, B&W, and CarMax
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2
This $700 Million Infrastructure Stock Looks Far Too Cheap
A stock that doesn't look like much has an attractive value case under the surface
Sep 6
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Vince Martin
8
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This $700 Million Infrastructure Stock Looks Far Too Cheap
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August 2024
This Trucking Stock Is Poised For A Sharp Rebound
A solid business at a more than solid price.
Aug 21
•
Vince Martin
7
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This Trucking Stock Is Poised For A Sharp Rebound
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This AI Stock Could Gain 53% Following Unwarranted Sell-Off
Opportunity in volatility
Aug 13
•
Vince Martin
10
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Overlooked Alpha
This AI Stock Could Gain 53% Following Unwarranted Sell-Off
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