Sky Harbour: Do The Return On CapEx Math Before You Buy (Archive, Full Access)
Strong demand, but weak CapEx returns, heavy funding needs, dilution risk, and rich valuation.
Archive
5-Minute Pitches Archive for articles published on Seeking Alpha since Sep'22
Marvell: Don't Get Shaken Out Of The Sharp Sell-Off (Archive, Full Access)
MRVL's data center growth, custom chip ramp, and pricing power justify holding through correction.
Dorchester Minerals: Cheap Royalty Play Despite Oil Price Headwinds (Archive)
Dorchester Minerals trades at a 39% discount despite oil price headwinds and rising free cash flow.
Solid Power: Revenue Collapse Ahead But It's Cheap Enough To Hold (Archive)
Solid Power faces imminent revenue collapse as SK On milestone payments end with no new contracts confirmed.
Infleqtion: My New Favorite Quantum Stock (Archive)
Neutral-atom quantum hardware, US government ties, raised guidance, solid liquidity, and bullish technicals support INFQ.
Starwood Property: Why I'm Buying This Mortgage REIT After Q2 Earnings (Archive)
Starwood Property is a buy after Q2 earnings due to improving real estate fundamentals and capital deployment.
Celestica's $3B Raise: Investors Don't Like Dilution And EPS Headwinds (Archive)
AI demand drives revenue upgrades, but $3B equity raise dilutes shares and extends return timelines.