# upside (blogs) — RSS Amplifier Recent posts from the 5 feeds in the RSS Amplifier directory that cover upside. Page: Feed: --- ## [Profits Just Grew 642% And The Stock Still Looks Cheap](https://www.overlookedalpha.com/p/profits-just-grew-642-and-the-stock) _2026-08-17 · Overlooked Alpha · Overlooked Alpha_ Guidance hike. ## [The Next Texas Pacific Land (TPL)?](https://stockpicking.substack.com/p/the-next-texas-pacific-land-tpl) _2026-07-29 · Nat Stewart · Nat Stewart - Stock Picking Newsletter_ Strategic transaction creates an under-the-radar Permian land/royalty juggernaut ## [Record Results Can Propel This Software Small Cap](https://www.overlookedalpha.com/p/record-results-can-propel-this-software) _2026-07-27 · Overlooked Alpha · Overlooked Alpha_ 23% growth, 8x EBITDA. ## [A High Quality Chemical Distributor With a Path to 60% Upside](https://www.overlookedalpha.com/p/a-high-quality-chemical-distributor) _2026-06-29 · Overlooked Alpha · Overlooked Alpha_ Rebound approved ## [Micro-Cap Turnaround](https://stockpicking.substack.com/p/micro-cap-turnaround) _2026-06-03 · Nat Stewart · Nat Stewart - Stock Picking Newsletter_ Quick look - left for dead valuation, founder controlled, fortress balance sheet +150% upside potential ## [Left for dead micro-cap with asset sale catalyst](https://stockpicking.substack.com/p/left-for-dead-micro-cap-with-asset) _2026-06-02 · Nat Stewart · Nat Stewart - Stock Picking Newsletter_ Market cap is a small fraction of NAV - management/controlling shareholder "under the gun" to deleverage - potential asset sales create 200% upside potential ## [This Consumer Tech Brand Has Improving Margins, Strong Growth And A Tantalizing Valuation](https://www.overlookedalpha.com/p/this-consumer-tech-brand-has-improving) _2026-05-28 · Overlooked Alpha · Overlooked Alpha_ Upgrade incoming ## [The next AppLovin?](https://stockpicking.substack.com/p/the-next-applovin) _2026-05-21 · Nat Stewart · Nat Stewart - Stock Picking Newsletter_ Quick look at a still-hidden growth situation ## [Buy In May - Updates](https://stockpicking.substack.com/p/buy-in-may-updates) _2026-05-20 · Nat Stewart · Nat Stewart - Stock Picking Newsletter_ RAVE, LWAY, DSGR - two "quick takes" plus next feature idea are on deck ## [Dumpster Diving Again](https://stockpicking.substack.com/p/dumpster-diving-again) _2026-04-27 · Nat Stewart · Nat Stewart - Stock Picking Newsletter_ Solid asset value, massive insider buying, activist involvement, equity recap, surprisingly good incentives ## [CLI-first decentralized GPU compute (Sponsored)](https://crawlproof.com/a/J8aAe9zZzvkI) _2026-04-27 · **Sponsored**_ Pay workers or run your GPU for FFmpeg transcode and AI inference. ## [5x EBIT For This Fast Growing And Widely Ignored SaaS Business](https://www.overlookedalpha.com/p/5x-ebit-for-this-mispriced-saas) _2026-04-26 · Overlooked Alpha · Overlooked Alpha_ Potential multibagger ## [Crane House ★★★](https://burgerdigest.com/crane-house/) _2026-04-23 · Louie Mantia · Burger Digest_ November 20, 2025 in Kojima, Tokyo. Summary Crane House serves up a flawless no-fuss patty melt. Upsides The standard “Hamburg Cheese Sandwich” at Crane House is great, but the variants (mushroom, jalapeño, or egg) are all terrific. The bread is evenly toasted, while the cheese, patty, onions, and mayo all properly meld together on the griddle. Thick, crispy chips instead of fries and a pickle is… ## [Justa Burger ★★★](https://burgerdigest.com/justa-burger/) _2026-04-13 · Louie Mantia · Burger Digest_ September 7, 2025 in Nihombashi, Tokyo. Summary Justa Burger is one of the best burgers I’ve ever had, hands down. It’s simultaneously grown-up and childish. Upsides There are three sauce options: Aioli, Cajun, or Teriyaki. While all are great, the aioli is incredible. Each burger is otherwise identical, with two slices of cheese, two thick pickles, and one mini tomato. The presentation is… ## [Gott’s Roadside ★★](https://burgerdigest.com/gotts-roadside/) _2026-04-13 · Louie Mantia · Burger Digest_ January 7, 2012 in San Francisco, California. Summary The cheeseburger at Gott’s Roadside is worthwhile, with all the right flavors. Upsides Gott’s Roadside serves a great cheeseburger with vibrant color and taste. You can see everything inside with the half-wrapped burger presentation. Downsides The sauce is a little runny. Ingredients may be front-loaded for presentation. It’s also a bit… ## [Umami Burger ★](https://burgerdigest.com/umami-burger/) _2026-04-11 · Louie Mantia · Burger Digest_ May 6, 2025 in Kinshicho, Tokyo. Summary After transforming from an upscale Los Angeles burger restaurant to a fast food joint in Japan, Umami Burger is still good and novel, but no longer great. Upsides Umami Burger leans into umami ingredients like shiitake and parmesan. They have a good “Cali” burger too, that attempts to scratch an In-N-Out itch, which admittedly is more novel in Tokyo than it… ## [American Cheese](https://burgerdigest.com/american-cheese/) _2026-04-07 · Louie Mantia · Burger Digest_ All too often, someone tells me they don’t like processed American cheese for a multitude of reasons, usually because “it’s not real cheese!” I’ve wasted days of my life conversing with people who think this is a worthwhile position to have. This post encapsulates all I want to say about the subject. Processed American cheese is made from dairy, salt, and water. Those are the same basic… ## [Intro](https://burgerdigest.com/intro/) _2026-04-07 · Louie Mantia · Burger Digest_ Hello! I’m Louie Mantia , an artist, designer, and burger-eater. I’ve been after great burgers basically all my life. Some of the ones I’ve found are very predictable, and everyone loves them. Others are lesser-known gems. I’m not an expert. But then again, who is? This is not in any way scientific or objective. How could it be? My ratings are based on how burgers taste compared to what I want… ## [McDonald’s ★★](https://burgerdigest.com/mcdonalds/) _2026-04-07 · Louie Mantia · Burger Digest_ April 7, 2026 in Asakusabashi, Tokyo. Summary The McDonald’s Big Mac is a classic, with a unique flavor, but it comes with all the baggage of being from McDonald’s. Upsides The Big Mac is great. It’s iconic. I don’t get tired of it, and there are times I specifically crave it. Also, it’s everywhere , which makes it extremely easy to get. It’s simple, good, and relatively cheap. Downsides It’s… ## [Shake Shack ★](https://burgerdigest.com/shake-shack/) _2026-04-07 · Louie Mantia · Burger Digest_ September 14, 2024 in Yurakucho, Tokyo. Summary While it has changed no doubt as a result of its rapid global expansion, Shake Shack has a great burger. Upsides Shake Shack makes a solid burger. It tastes great. All the ingredients look vibrant. The potato bun is perfectly fluffy. Being multi-national now, you can get it in lots of major cities around the planet. Downsides It’s kinda too greasy,… ## [Five Guys ★](https://burgerdigest.com/five-guys/) _2026-04-06 · Louie Mantia · Burger Digest_ June 18, 2017 in Beaverton, Oregon. Summary Five Guys makes a tasty, if messy burger. Upsides Five Guys burgers are tasty. There’s no doubt about it. And the breadth of topping choices means everyone can make their burger exactly the way they want it to be. In a way, they’ve idealized fast-food customization. And their fries are particularly good, especially the cajun spice variety. Downsides It… ## [Chovy's Blog: Agentic Coding (Sponsored)](https://crawlproof.com/a/5LpHavPG7yWk) _2026-04-06 · **Sponsored**_ Personal posts on agentic coding, moshcode CLI, and security findings. ## [New! Discord For Subscribers](https://www.overlookedalpha.com/p/new-discord-for-subscribers) _2026-04-06 · Overlooked Alpha · Overlooked Alpha_ Overlooked Alpha Pulse ## [In-N-Out ★★★](https://burgerdigest.com/in-n-out/) _2026-04-06 · Louie Mantia · Burger Digest_ May 26, 2021 in Keizer, Oregon. Summary In-N-Out makes a perfect burger. Upsides What makes In-N-Out special is its value. Taste, presentation, and price are all excellent. In some places, a Double-Double is cheaper than a Big Mac from McDonald’s . And yet, the quality is so much higher. The restaurants are nicer. The staff is friendlier. How In-N-Out manages to maintain its very high standards… ## [Ratings](https://burgerdigest.com/ratings/) _2026-04-06 · Louie Mantia · Burger Digest_ One-star ★ burgers are the ones I’ll eat again, but only if I’m nearby. Two-star ★★ burgers are burgers I’ll come back to again and again. And three-star ★★★ burgers are the ones I will happily go out of my way for. If you’re familiar with Michelin stars, it’s kind of like that. Not every place that serves burgers would earn a star, but one star is a good rating. If I wouldn’t want to eat it… ## [Updates](https://stockpicking.substack.com/p/updates) _2026-04-01 · Nat Stewart · Nat Stewart - Stock Picking Newsletter_ FGPR, CHCI, DOUG, THRY, ISSC, Aerospace/defense thoughts ## [63% Upside For This European Space Play](https://www.overlookedalpha.com/p/63-upside-for-this-european-space) _2026-03-25 · Overlooked Alpha · Overlooked Alpha_ Opportunity to own exciting private market prospects within two growing industries; defence and space. ## [Small Cap Special Situation](https://stockpicking.substack.com/p/small-cap-special-situation) _2026-02-26 · Nat Stewart · Nat Stewart - Stock Picking Newsletter_ Get most of your cash back in ~2 months, stub position could double ## [GARP Reflexivity](https://stockpicking.substack.com/p/garp-reflexivity) _2026-02-23 · Nat Stewart · Nat Stewart - Stock Picking Newsletter_ Massive demographic tailwinds, tight supply, potentially cheaper at a higher share price ## [Investment Thesis: Aduro Clean Technologies (Nasdaq: ADUR) – Bridging the Gap to Circularity](https://valuefund.substack.com/p/investment-thesis-aduro-clean-technologies) _2026-02-23 · Ney Torres H · Start with the A's_ Investment Thesis: Aduro Clean Technologies (Nasdaq: ADUR) – Bridging the Gap to Circularity ## [Micro-Cap Special Situation](https://stockpicking.substack.com/p/micro-cap-special-situation) _2026-02-17 · Nat Stewart · Nat Stewart - Stock Picking Newsletter_ Deal structure "downside protection" creates interesting risk/reward ## [Swedencare AB: The Pet Health Compounder Trading at Half Its Intrinsic Value](https://valuefund.substack.com/p/swedencare-ab-the-pet-health-compounder) _2026-02-12 · Ney Torres H · Start with the A's_ A deep-dive equity research report on SWDCF: +67% upside with a probability-weighted fair value of $4.33 per share ## [Open-source Screen Sharing with Control (Sponsored)](https://crawlproof.com/a/y2gE85b0OwzD) _2026-02-12 · **Sponsored**_ WebRTC screen sharing with simultaneous mouse & keyboard control; viewers join in browser. ## [A Financial Small Cap With A Huge Opportunity](https://www.overlookedalpha.com/p/a-financial-small-cap-with-a-huge) _2026-02-11 · Overlooked Alpha · Overlooked Alpha_ A £157 million business growing revenue at 20–30% per year. Last year alone, sales increased 26% to £36 million ## [The Free "Bloomberg Terminal": Stock Fundamental Analysis Commands Cheat Sheet](https://valuefund.substack.com/p/the-free-bloomberg-terminal-stock) _2026-02-04 · Ney Torres H · Start with the A's_ Master fundamental analysis with the open-source alternative to Bloomberg - essential commands for stock research and valuation ## [Is Copper Undervalued? A Value Investor's Guide to Fair Pricing](https://valuefund.substack.com/p/is-copper-undervalued-a-value-investors) _2026-02-02 · Ney Torres H · Start with the A's_ The concept of valuing a commodity like copper through a value investor’s lens differs from stocks, as commodities lack inherent cash flows or earnings. ## [Interactive Brokers Issue of the Day: FX Conversion That Never Generates an Order](https://valuefund.substack.com/p/interactive-brokers-issue-of-the) _2026-01-29 · Ney Torres H · Start with the A's_ When the "Close Currency Balance" workflow confirms but never creates a tradable order ## [Oroco Resource Corp (OCO) – Investment Research Report update 29/1/2026](https://valuefund.substack.com/p/oroco-resource-corp-oco-investment) _2026-01-29 · Ney Torres H · Start with the A's_ A world-class copper asset trading at 0.05x NAV amid the coming EV supercycle. Full valuation breakdown and price targets inside. ## [I use AI to keep track of my investment thesis daily](https://valuefund.substack.com/p/i-use-ai-to-keep-track-of-my-investment) _2026-01-29 · Ney Torres H · Start with the A's_ The Simple AI Habit to invest in stocks that saves you most of your time ## [I Backtested 3 Net-Net Strategies Over 16 Years - Here's What Actually Works](https://valuefund.substack.com/p/i-backtested-3-net-net-strategies) _2026-01-29 · Ney Torres H · Start with the A's_ Comparing pure NCAV, strict quality filters, and a hybrid approach using backtests from 2009-2025 ## [How Two Simple Rules Turned a 682% Strategy Into a 917% Winner](https://valuefund.substack.com/p/how-two-simple-rules-turned-a-682) _2026-01-25 · Ney Torres H · Start with the A's_ Adding VIX and 200 EMA filters improved returns AND reduced risk ## [I was talking about silver at $16. Im Buying Penny Stocks Now](https://valuefund.substack.com/p/i-was-talking-about-silver-at-16) _2026-01-23 · Ney Torres H · Start with the A's_ Thanks to Mariusz Skonieczny for making this video highlighting the irony of mainstream finance influencers. ## [This Successful Turnaround Is Under 3x Free Cash Flow](https://www.overlookedalpha.com/p/this-successful-turnaround-is-under) _2026-01-08 · Overlooked Alpha · Overlooked Alpha_ As debt falls and interest costs fade, cash flow is quietly shifting from lenders to shareholders. ## [This Luxury Compounder Is The Cheapest Its Been In Over A Decade](https://www.overlookedalpha.com/p/this-luxury-compounder-is-the-cheapest) _2025-12-11 · Overlooked Alpha · Overlooked Alpha_ For years, this luxury compounder has quietly outperformed flashier rivals, growing revenues, adding brands, and expanding margins. ## [Ultra-Processed Foods: Issue #37](https://unovisassetmanagement.substack.com/p/ultra-processed-foods-issue-37) _2025-06-10 · Unovis Asset Management · Food From Thought_ Separating News and Noise from Science