The Mispriced
Luca MontanariMispriced opportunities across public markets for investors seeking long-term market outperformance.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 12 | Founded | 2 months ago | Last Issue | 5 days ago |
| Active | |||||
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themispricedresearch.substack.comLatest Issues
Research Note #12 — Alfa Financial Software Holdings
A study of quality, price, odds, and sizing.
This week’s Research Note is about:
Digital Asset Review — September 2026
Crypto markets create a recurring analytical problem.
A network can grow without its token becoming more valuable.
TVL can rise. Users can return. Stablecoins can expand. Transaction counts can remain high.
None of those facts automatica...
Portfolio Update — August 2026
Since Nov 2025 [TTWROR +36.4%] [ROIC +15.3%] [Realized Gains +10.6%] [IRR +96.2%] [15 Holdings]
This is the monthly review of The Mispriced Portfolio.
Best Buys — August 2026
The highest-ranked opportunities in our research system.
Every month, I take the output of our research system and narrow it down to the opportunities that deserve the closest look.
Research Note #11 — Regal Rexnord Corporation
A study of quality, price, odds, and sizing.
This week’s Research Note is about:
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Subscribers, engagement, traffic and sponsorship for The Mispriced.
| Subscribers | Engagement | 55 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Multi-asset investor/analyst.
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