SIGNAL FROM NOISE: Q2 Wrap Up

Key Takeaways

  • We provide an update on the Mudrick Capital/Topps SPAC ($MUDS)
  • We provide an update on Real Networks ($RNWK)
  • We provide an update on EOG Resource ($EOG)
  • We provide an update on Alibaba ($BABA)
  • We provide an update on Alaska Airlines ($ALK)

We have received feedback from our subscribers to provide periodic updates on some of the stocks we have highlighted in our Signal From Noise column and wanted to be responsive within reason. We have selected thirty different stocks or ETFs for the column this year, so we wanted to focus on the five worst-performing names and whether or not we still recommend them. Of course, at the end, we will also discuss some of the columns' winners.

This particular research product is not intended to 'cover' stocks in the way a sell-side analyst would. Instead, we are exploring our macro research themes through individual stocks' stories and highlighting timely high-alpha opportunities for our subscribers. We mix between sectors and provide names up and down the cap scale. There is no unifying theme per se; however, we have some recurring themes like an outsized focus on Epicenter names who have done more with less in the face of an extraordinary shock.

Our Signal From Noise column highlights individual stocks or ETFs that we...
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