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.
10
Swinging the bat a second time on a beaten down mall-based retailers whose peers are knocking it out of the park
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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…
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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…
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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…
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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…
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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…
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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…
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Market Sentiment
Market Sentiment
Market Sentiment
The Bear Cave
The Bear Cave
Edwin Dorsey
Grit Capital
Grit Capital
Genevieve Roch-Decter, CFA