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Scalper's Lounge

scalpavelli

Thoughts on stocks and the economy

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Substack
PricingOnly free issuesPublishesWeekly
Issues70Founded3 years agoLast Issue6 days ago
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Latest Issues

RxSight: commercial medtech trading below net cash with a new CEO and new Alcon partnership

Dear Reader,

Today I am writing about RXST, an eye-care medtech listed on the Nasdaq with a $200 million market cap and a new CEO.

RXST produces the Light Adjusted Lens (LAL), a monofocal replacement lens used in cataract surgery. RXST a...

6 days ago
8
1

Sunday Market Prep (#20) + Korean Dividend Reform

Dear Reader,

Last week I got plowed on Build-a-Bear then made some back on Gap. Unfortunately I missed out on Abercrombie. In hindsight, given the staggered earnings schedule it would have made a lot of sense to rotate some money into Aber...

2 months ago
18
4

Sunday Market Prep (#19)

Dear Reader,

Hmm. I was wrong about Alibaba earnings last week. The market is concerned about capex intensity and potentially weak return on that capex, selling into a leaked equity raise announced this weekend. China, ‘innit? Given that t...

2 months ago
12
1

Natural Gas Services: Price Target Extended to 2030

Dear Reader,

After discussions with my analyst I recently added back almost all of the Natural Gas Services (NGS US) shares that I trimmed earlier this year. My current position is over 6% of my portfolio.

As you’re well-aware, I’m not re...

2 months ago
14

Sunday Market Prep (#18)

Dear Reader,

Last week’s market prep was a huge win for me. Let’s keep up the momentum. Feel free to comment below or message me if you have any strong feelings about the names below:

Tuesday:

  • Mowi (MHGVY in US): Norwegian salmon co...
2 months ago
14
3

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  • scalpavelli

    My background is in business analytics/risk across banking: consumer credit card, commercial real estate credit, and macro research. I also led marketing analytics at a publicly-traded consumer ecommerce company for a little over a year.

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