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From the desk of Steve Strazza @Sstrazza

Welcome to our latest Minor Leaguers report.

We’ve had some great trades come out of this small-cap-focused column since we launched it...

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From the desk of Steve Strazza @sstrazza

This is one of our favorite bottom-up scans: Follow the Flow. In this note, we simply create a universe of stocks that experienced the most unusual options activity — either bullish or bearish…...

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Follow The Flow
Alfonso
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It's easy to get lost in the weeds.

As humans, we're vulnerable to it.

So it's important to understand the way our minds work and...

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Gold

Turtle Creek Asset Management continues to build its position in the door and window manufacturer JELD-WEN Holding $JELD. 

Friday’s Form 4 filing is its fourth filing in just two weeks and reveals an additional $16.5 million of share purchases...

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The Hot List

We are almost done with the first quarter of the calendar year and the last quarter of our financial year. There are certain sectors that are peeping out from beneath the surface and hence attracting attention. Is this a theme we may see play...

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From the desk of Steve Strazza @Sstrazza

Our Hall of Famers list is composed of the 150 largest US-based stocks.

These stocks range from the mega-cap growth behemoths like Apple and Microsoft – with market...

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From the desk of Steve Strazza @Sstrazza

The biggest theme on our Hot List and Inside Scoop tables has been the strength from commodity stocks.

Since we launched the column, we’ve discussed the strength from energy stocks like...

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Revolution Medicines $RVMD director Thilo Schroeder is back on our list for the third time in just two weeks with another Form 4 filing.

Following last week’s $3.4 million buy, he revealed an additional $5.5 million purchase in his latest...

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The Hot List

There’s a handful of large Form 4 purchases on today’s list.

Robert Gervis, director of Aspen Aerogels $ASPN, purchased $4.5 million of stock.

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The Hot List

From the desk of Steve Strazza @Sstrazza

When investing in the stock market, we always want to approach it as a market of stocks.

Regardless of the environment, there are always stocks showing leadership and trending...

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Short Report
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Today’s Hot List is a short one.

As the market takes a pause following four straight up days, options traders are using puts to fade the bounce in UP Fintech Holdings $TIGR and HP $HPQ.

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The Hot List

The market is in a recovery mode and certain stocks are outperforming others. As always, those are the names we're interested in!

Let's check out a long idea from the Paper segment.

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Trade Of The Week

This is the video recording of the March 2022 Mid-month Conference Call.

  • The Inflation Trade Persists - In Bonds & Commodities
  • Bearish Sentiment in...
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From the desk of Steve Strazza @sstrazza

This is one of our favorite bottom-up scans: Follow the Flow

In this note, we simply create a universe of stocks that experienced the most unusual options activity — either...

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Stocks
ASC
Strazza
Follow The Flow
Alfonso
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From the desk of Steve Strazza @Sstrazza.

Welcome back to our latest Under the Hood column, where we'll cover all the action for the week ended March 18, 2022. This report...

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Under The Hood
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The highlight of today’s list is the Altimeter Capital Form 4, which revealed a $7 million purchase in the mid-cap software stock Confluent $CFLT.

Altimeter now owns 5,131,700 shares of CFLT.

There was also a significant Form 4 filing...

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The Hot List