The Latest from FA Alpha Daily

• Wed

  Credit Outlook

  January 26, 2022

  Advanced Drainage Systems will help the U.S. wash away old infrastructure

  Wed

  Back in November, we highlighted a trend that is only becoming more and more apparent as the economy moves into 2022. We are talking about the capex supercycle.

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• Tue

  Company Specific

  January 25, 2022

  Malibu Boats successfully rides the wave of the pandemic

  Tue

  Throughout financial market history, many of the world’s most successful investors have been candid in their belief that Generally Accepted Accounting Principles (“GAAP”) distort economic reality.

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• MondayMacroJan 24, 2022

  Monday Macro

  January 24, 2022

  Analysts are looking at all the wrong signals to understand inflation

  MondayMacroJan 24, 2022

  Going shopping has never been this expensive. You may have come across headlines in the past year highlighting how inflation has been a bigger concern than it has at any time in recent history.

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• Fri

  Portfolio Analysis

  January 21, 2022

  Sports betting is legal… which companies are best poised for it?

  Fri

  From gladiator fights in Ancient Rome to blackjack in Las Vegas, competition and wagering on the outcome is one of the world’s oldest professions.

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• Thu

  Uniform Accounting Analysis

  January 20, 2022

  LKQ Corporation is riding the benefits of the used car boom, and the market is missing it

  Thu

  Over the past 12 months, Americans have poured billions of dollars into buying used cars thanks to tight supply and surging demand.

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• Wed

  Credit Outlook

  January 19, 2022

  The credit rating agencies are scorching Arch Resources years before they should

  Wed

  oal is a hated business by credit and equity investors alike, as future expectations are for the industry to continue to be phased out for cleaner energy and green energy solutions.

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• Tue

  Company Specific

  January 18, 2022

  Cars.com doesn’t need historically high car prices to be a top performer

  Tue

  Throughout financial market history, many of the world’s most successful investors have been candid in their belief that Generally Accepted Accounting Principles (“GAAP”) distort economic reality.

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• Fri

  Portfolio Analysis

  January 14, 2022

  2021 was the year of the IPO… How will 2022 stack up?

  Fri

  When Renaissance Capital launched its IPO ETF in 2013, investors doubted the introduction of the product to the market. For the past few decades, companies had been going private at a pace far quicker than companies had gone public.

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• Thu

  Uniform Accounting Analysis

  January 13, 2022

  Just like the batteries it makes, Enersys has the capacity to do so much more than as-reported numbers suggest

  Thu

  Investors are constantly looking to find early trends that will lead to long-term profits. In late 2021, we regularly highlighted a huge trend we see that will begin playing out over the next few years.

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• Wed

  Credit Outlook

  January 12, 2022

  Even if video killed the radio star, iHeartMedia is still going strong

  Wed

  Years ago, local radio stations used to have a monopoly on the social lives of entire countries. Radio stations were how everyone discovered new music or received news before the invention of the television. Even over the past 30 years, radio is how folks have entertained themselves while they were driving, working or doing anything with their hands.

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• Tue

  Company Specific

  January 11, 2022

  Newmark Group is the bunker which the “Office Apocalypse” desperately needs

  Tue

  Throughout financial market history, many of the world’s most successful investors have been candid in their belief that Generally Accepted Accounting Principles (“GAAP”) distort economic reality.

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• Mon

  Monday Macro

  January 10, 2022

  Even Biden’s “Dealbreakers” couldn’t stop M&A activity in 2021

  Mon

  The New York Times newsletter highlights the largest deal that fell through, a $30 billion acquisition of Willis Towers Watson by Aon, which went up in smoke after the U.S. Justice Department blocked the deal.

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• Fri

  Portfolio Analysis

  January 7, 2022

  This fund shows that TSLA isn’t the only winner in the EV revolution

  Fri

  Elon Musk, the wealthiest person on Earth by a margin of nearly $30 billion, was named Time Magazine’s person of the year for 2021.

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• FA AlphaDailyApr 30, 2024

  January 1, 1970

  TikTok prohibition

  FA AlphaDailyApr 30, 2024

  Last week, the U.S. Senate passed a bill that would prohibit TikTok from operating in the United States unless its Chinese parent company ByteDance sells TikTok to an American company within six months.

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