Rogue Trader
Contributor since: 2021
Gravity: Cheap Beyond Rational
Formula One Group: Cash Is King
Earnings Alpha And A Higher Multiple To Drive Hostess Stock Higher
TaskUs: Looking For GARP? You've Found It
Coursera: Best In Class
Farmland Partners To Deliver Exceptional Sharpe Ratio
Overstock Drawdown Isn't A Buying Opportunity
Baozun Isn't The Preferred Chinese Internet Play
Sportradar Is The Best Play On The Adoption Of Sports Betting
Constellation Brands Offers Excellent Risk-Reward
Misunderstood Risks Make Taiwan Semiconductor Manufacturing Company Cheap
Better Price For Semler Is Likely
Dorel Is Significantly Undervalued And Now Has Catalysts
Petrobras Is A Great Stock But For Later
LendingClub: Valuation Out Of Touch With Attractive Prospects
ThredUp: A Venture Investment In Public Markets
Opportunistic Time To Buy Phreesia's Healthcare Disruption
Stay Away From The Park Hotels Value Trap
Procore's Estimates Are Low And Valuation Undemanding Given Prospects
Intapp: Quality Growth's Never Been This Cheap
Why I Sold Meta And How The World Isn't As It Seems On Paper
Opendoor Is A Conviction Buy If...
AppLovin: Best Of Breed In Scalability
Re-Rating In AES Stock Is Imminent
Alaska Air Is Ripe For Re-Rating And Distributions
Contrary To Popular Belief, Broadcom Is A Buy Today
Twilio: A Decade Of Outperformance At A Discount Today
Uber: Hopping On The Ride After Years Of Bearishness
Unearthing The Value In Microsoft
Buy The Ryanair Dislocation
More Societe Generale Outperformance On The Way
Opportunity In nCino's Price Performance Dislocation From Fundamentals
Digital Realty To Gain Back Its Premium Valuation
BP Is The Best Positioned Supermajor
Worst For Beyond Meat Is Yet To Come
Sun Communities: Park Holidays Acquisition Is A Key Positive
AutoZone Isn't The Preferred Auto Repair Retail Play
Alibaba: A Play On The Prosperity And Digitization Of The Region
MercadoLibre's Growth Story With New Legs Is More Attractive Today
Focus On The Strategic Thesis Over The Tactical And Buy ASML