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Alex of Rome Capital

Alex Feng

Special situation and small- and mid-cap growth stock investment thesis

Platform
Substack
PricingOnly free issuesPublishesInfrequently
Issues9SubscribersRead alexfeng.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

GiG- yet another undervalued spin-off

## Executive Summary

7 months ago
16
3

SharkNinja 23Q3 results, quite impressive

SN released its 23Q3 results earlier today. Quite strong IMO. Upgraded the full year rev, adj. EBITDA, and adj. net income guidance, which is very impressive as most other US consumer companies I follow have downgraded their guidance. What’...

a year ago
3
0

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Authors

The writers behind this newsletter.

  • Alex Feng

    A value investor in global stocks. MBA from Columbia Business School, Value Investing Program.

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