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An important refinancing transaction is done. Confidence in the brand has increased with the lenders. Upside ahead if Q3 results match peers. Buying…
Alpha Letter
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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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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
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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…
Alpha Letter
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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…
Alpha Letter
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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…
Alpha Letter
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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…
Alpha Letter
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I am a big believer of becoming a student of certain stocks. Find a handful of companies and become an expert on them. Update your models quarterly…
Alpha Letter
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I’ve been following Independence Contract Drilling (ICD) for sometime now. I almost took a position in the stock years ago before they acquired…
Alpha Letter
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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
12
Today I'm sharing an analysis of Charter Communications by Vitaliy Katsenelson. Vitaliy is somewhat of an enigma. He is a die-hard value investor, runs…
Alpha Letter
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