Alpha Letter

Home
Archive
About
An important refinancing transaction is done. Confidence in the brand has increased with the lenders. Upside ahead if Q3 results match peers. Buying more at the open.
Alpha Letter
10
NewTopCommunity
Swinging the bat a second time on a beaten down mall-based retailers whose peers are knocking it out of the park
Alpha Letter
13
4
Welcome all new subscribers to Alpha Letter. Every week I write about interesting opportunities in the public market. I focus on stocks off the beaten…
Alpha Letter
16
5
Everyday I log into the Alpha Letter Telegram group to talk about stocks I like. I’ll post messages about a stock I am digging into. One that looks…
Alpha Letter
8
6
I recently shared an analysis piece by Vitaliy Katsenelson, author at ContrarianEdge. What I didn’t mention is that Vitaliy immigrated to the US from…
Alpha Letter
17
6
The largest position in my portfolio posted strong results this past week while I was on vacation. I went through the results while sipping Sangria in…
Alpha Letter
11
2
Long-time Alpha Letter readers know that I am a student of the legacy broadcast media market. I follow the sector closely and keep a tight pulse on the…
Alpha Letter
13
Ramaco Resources posted their third quarter earning report after the market close today. I typically wouldn’t rush to get an update out but the stock…
Alpha Letter
12
See all
Recommendations
Market Sentiment
Market Sentiment
Market Sentiment
T
The Free Press Report
Jack Kerouac
The Bear Cave
The Bear Cave
Edwin Dorsey
Grit Capital
Grit Capital
Genevieve Roch-Decter, CFA

Alpha Letter

AboutArchiveAuthorsRecommendationsSitemap
© 2022 Alpha Letter
Privacy ∙ Terms ∙ Collection notice
Publish on Substack Get the app
Substack is the home for great writing