Overlooked Alpha

Overlooked Alpha

This Small Cap Stock Is Moving Into Electric Vehicles And It Looks Like A Buy

Investors are pricing in zero growth for what could be an incredible opportunity

Joe | 3MB and Overlooked Alpha
Jul 09, 2023
∙ Paid

Highlights:

  • From afar, this vehicle manufacturer doesn’t look like a terribly appealing story. But its legacy business is more attractive than investors might realize.

  • A CEO transition creates risk. But an entrance into electric vehicle manufacturing promises asymmetric reward.

  • Based on the current market cap of $740 million, we believe there’s a case for 25%+upside now. And if EV targets are met, the stock is is an easy triple.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Joe Marwood · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture