The Mispriced
Monta CapitalMispriced opportunities across public markets for investors seeking long-term market outperformance.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 28 | Founded | 4 months ago | Last Issue | 3 days ago |
| Active | |||||
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themispriced.comLatest Issues
Research Note #18 — SanLorenzo
A study of quality, price, odds, and sizing.
The economy is increasingly K-shaped.
Adding a Small-Cap Electrification Business to Our Portfolio
This company operates in a market supported by long-term electrification trends, generates attractive returns on capital, and is building a new source of recurring revenue.
Today we’re adding one company to our Portfolio.
Research Note #17 — Lululemon Athletica
A study of quality, price, odds, and sizing.
Lululemon has now fallen approximately 82% from its all-time high, wiping out roughly $55 billion in market capitalization.
Booking: A Mispricing Case Study
Booking Holdings is trading at one of its lowest valuations in years.
Source
And it has been at the center of the recent “agent-pocalypse” debate.
Booking is the parent company behind Booking.com, Priceline, KAYAK, Agoda, and OpenTable....
Portfolio Update — September 2026
This is the monthly review of The Mispriced Portfolio
This is the monthly review of The Mispriced Portfolio.
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Subscribers, engagement, traffic and sponsorship for The Mispriced.
| Subscribers | Engagement | 67 | 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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