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Jet2 Plc: 48%+ Upside
Jet2 Plc (JET2.L) owns the UK's third largest airline, flying from 13 UK airports to more than 70 destinations across Europe and beyond.
Jan 19
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Overlooked Alpha
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Jet2 Plc: 48%+ Upside
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BlackSky Technology: High Risk, High Reward
BlackSky's edge lies in its rapid monitoring capability, with satellites able to capture imagery of the same location up to 15 times per day
Jan 13
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Overlooked Alpha
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BlackSky Technology: High Risk, High Reward
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December 2024
Yelp Deep Dive
A deep dive into the business model, growth challenges, and valuation of the leading review platform.
Dec 10, 2024
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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, 2024
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Overlooked Alpha
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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, 2024
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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, 2024
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Vince Martin
6
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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, 2024
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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, 2024
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Vince Martin
7
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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, 2024
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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, 2024
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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, 2024
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Vince Martin
6
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Updates For Enviri, B&W, and CarMax
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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, 2024
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Vince Martin
8
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This $700 Million Infrastructure Stock Looks Far Too Cheap
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