Something's Off
Something's always off. A security trading at the wrong price, a catalyst the market hasn't priced, a narrative that doesn't hold up to scrutiny. I write about finding it.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 8 | Founded | 2 months ago | Last Issue | 7 days ago |
| Active | |||||
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somethings0ff.substack.comLatest Issues
Dislocation Screener - May 2026
One of the screener's I use to find opportunities for my Special Situations book - May 2026 output covered below.
Everyone in this business claims to have a process. In reality, most ideas start as serendipity; a ticker mentioned over coff...
Welcome to Something's Off | Start Guide
To give a brief background.
This page is built for execution. I don't write 30-page theoretical deep dives or build unnecessary 10-year models, because endless analysis is usually just a crutch to hide from making an actual call. The focu...
Something Opportunistic (Issue #1): T1 Energy ($TE) - The Most Mispriced Option in AI Infrastructure Is Hiding Behind a Forensic Mess
I read the Culper short. I read the substack bulls. I read every 10-Q since the rebrand. The market is pricing the mess correctly. It is underweighting the hand. The trade lives in the next 47 days.
Something’s Off is independent equity re...
On situations, not stocks...
After enough years doing this you stop thinking about stocks and start thinking about situations. I don’t know exactly when the change happens. Somewhere between the first time a thesis works for the wrong reason and the tenth time a cheap...
Something Special (Issue #3): Playtech (PTEC LN) - The Market's Folding a Winning Hand
How a €2.3 billion corporate restructuring created a 75% mispricing that Mr Market doesn't care to notice.
Something's Off is independent equity research published for educational purposes. All articles and notes are my own view. They are...
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Global equity ideas. Deep value and event-driven. Highly Concentrated. Institutional Investor.
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