Ragnarok Research
Ragnarok Research, Spectre, The Value RoadPublishing trade ideas, both long-short and quant trading. Not to be taken as investment advice. The publication is operated by a team of 17-year-olds.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 33 | Subscribers | Read | researchragnarok.substack.com |
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Latest Issues
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LONG MYO: A leading medical device company priced for no growth at 1x price to sales is bound to re-rate substantially higher as market realises that the growth story is not even close to being over
Ragnarok Research is long shares of Myomo Inc, because we think that the recent 50% share price depreciation due to what the market thinks was a ‘bad quarter’ was a severe overreaction, and we feel like we would be doing our portfolios a di...
An anatomy of a Chinese Pump and dump: How Edwin Dorsey's PTHL piece gave birth to a classic opportunity to dissect tick-by-tick data and infer how Chinese scammers fleece retail traders.
Shoutout to Edwin Dorsey for inspiring this post mortem of PTHL
Why I'm bullish on a few Asian Video game makers with a clear catalyst ahead, and how I'm structuring the trade to hedge out some governance risks.
Today, we will be mainly talking about two tickers: Both are Asian Video Game makers which I expect have clear catalysts ahead for outperformance, with a little bit of governance risk which I believe can be hedged away pretty easily.
Authors
The writers behind this newsletter.
Doing research on the stock market
Deep value investor that's interested in post bankruptcy, NAV, and undervalued micro and nano-cap stocks. I only invest in companies that have layers of value behind them, usually with little or no debt.
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