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The Battleground

Identifying Battleground stocks in the public markets

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Substack
PricingOnly free issuesPublishesInfrequently
Issues5Founded6 years agoLast Issue3 years ago
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edgaralanroe.substack.com
Artwork for The Battleground

Latest Issues

The Battleground: Update on future posts

Yes, for better or for worse, I am back to writing. As you’ll notice, I’ve changed the name of the blog to “The Battleground”. This name symbolizes the tension that’s often experienced between longs & shorts (bulls and bears) in public mark...

3 years ago

$MITK Q1 update

Here are some snippets from $MITK Q1:

-We are energized by the ongoing momentum in the identity verification market, and the strength of our financial results demonstrates the expanding opportunity.

-We added significant new custo...

6 years ago
3

Deep-dive: MITK

Most of this thread is aimed toward describing the insight I have vs. what I believe the market fails to see. While the Mobile Verify (IDaas) business has tremendous potential, it’s not the area that’s most misunderstood. Arguably, the mult...

6 years ago
6
8

Revisiting my Facebook writeup from March 2020

The performance of FB shares since the date of publication is approximately 72%. I decided to liquidate shares at prices lower than they are today due to the “pull-forward” nature of its return profile. My expectation was a CAGR of 17-22%....

6 years ago
1

S-1 Deep-dive: Corsair

Company

Corsair specializes in gaming peripherals and accessories, including power supplies, cases, headsets, liquid cooling, keyboards, mice, custom gaming PCs, and streaming software. Upon their founding in 1994 they began targeting t...

6 years ago
1

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  • The Battleground

    I'm an independent research analyst and partner at a family-owned service business. I was an Investment Analyst at KWM, a small cap value fund, and Analyst at Sand Capital Associates, a L/S special situations fund for most of my career.

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