HeyJaredOverlooked Alpha
Overlooked Alpha uncovers under-the-radar stocks and misunderstood investment opportunities. Over 250 stocks covered.
- Indexed issues, last 90 days
- 3
- Latest publication
- Sep 25, 2026
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- Earliest in this view
- Jul 27, 2026
Latest issues
A 30% Margin Business Priced for Almost No Growth (opens the original)
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Good morning,Today I’m pitching a founder-led small cap that the market has decided is broken.The company fell 18% on Tuesday after H1 results showed slowing organic growth, weak cash conversion and rising debt to fund acquisitions. These concerns are real, and I address each of them below. But today’s price assumes something much harsher than the results show. After stripping out management’s adjustments and deducting the real cost of employee incentives, I estimate the market is paying under 1
Profits Just Grew 642% And The Stock Still Looks Cheap (opens the original)
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Good morning, Today we are covering a small Japanese platform business showing signs of a major earnings inflection.Paying users are up 54%, gross merchandise value is up 50% and operating profit has surged 642%.Management has responded by more than doubling full-year profit guidance. Yet despite improving fundamentals, the business is still valued at under 10x this year’s operating profit. The question is whether this is a temporary spike or the start of something more durable.Let’s take a clos
Record Results Can Propel This Software Small Cap (opens the original)
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Today we are publishing on a small UK software company that may be approaching an important inflection point. In results released last week, organic ARR growth accelerated to approximately 23%, and recurring revenue climbed to 81% of total sales. The company also secured a strategically important US order from a leading medical-device manufacturer, with scope to expand into additional sites.With a debt-free balance sheet, embedded products and significant scope for margin expansion, we think thi
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