Archive - Value Investing by Double Alpha Factory

ISSC Surges 30% After a Strong Quarter — Is It Time to Exit?

50% up since the initial analysis

May 15 •

Quarterly Update on GTX, GBFH, FLOW

All are up 20%-50% - here’s why I’m still holding (and maybe buying more)

May 6 •

April 2025

Tariffs, Uncertainty, Which Stocks to Buy

Investing themes and what is on my watchlist for the following days/weeks/months

Apr 4 •

March 2025

ISSC: A Hidden Gem in Aerospace Poised for Explosive Growth or Acquisition

Shareholder/management activity, reduced selling pressure, recent strategic acquisitions and growth projects, and temporarily depressed margins create a…

Mar 6 •

February 2025

Strong Margins and Capital Returns Despite Lower Sales: Q4 Update on GTX

The company reported another quarter of lower net sales, down 11% year over year for both Q4 and the full year—consistent with previous quarters.

Feb 20 •

Still My Highest-Conviction Investment: Q4 Update on Flow Traders

Great results, growth plans working, crypto and passive investing tailwinds. I have added to my position.

Feb 13 •

January 2025

Update on GBank (GBFH)

Explosive credit cards growth, Still 5-10x Upside Potential

Jan 30 •

Stock analysis process

How I screen stocks and perform deep-dive analysis

Jan 16 •

December 2024

GBank - Unique Bank with 5-10x Upside Potential

More than 30% of the total loan portfolio is government-guaranteed

Dec 17, 2024 •

November 2024

Short Update on Flow Traders (FLOW)

Thesis is working out as expected

Nov 9, 2024 •

Garrett Motion - Cash Flow Machine with 100% Upside Potential

Low risk, high profitability, 20% FCF yield and tremendous buybacks

Nov 4, 2024 •

October 2024

My investing framework

Goals, Philosophy, Stock Analysis, Portfolio Management

Oct 19, 2024 •

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