The Mispricing Desk
569 notes on the gaps between what markets price and what they miss.
2026-07-19 · 2026-07 / week-3
Status: Watchlist / conditional short. This is not a recommendation to short without a live locate.
2026-07-19 · 2026-07 / week-3
Why this one now: the market has a rare combination of a large, explicit capital-return mandate and a profitable operating base. The company authorised up to 2,000,000 shares, 8.06% of ex-treasury shares, for up to JPY 2...
2026-07-19 · 2026-07 / week-3
Taiwan Semiconductor Manufacturing Company’s U.S.-listed ADR NYSE: TSM closed at $398.37 on July 17, 2026, 23:58 UTC, down 2.9% on the session. The decline arrived two days after a record quarter, a higher 2026 growth ou...
2026-07-19 · 2026-07 / week-3
Selected opportunity: GFA 8783 short. The surprise is profit-quality replacement plus potential share supply, not generic crypto skepticism.
2026-07-19 · 2026-07 / week-3
Run scope: Global markets only. U.S., Japan, Korea, Hong Kong, and Taiwan were excluded. The replacement lanes were Europe, Latin America, Australia, Africa, and global cross-asset markets.
2026-07-18 · 2026-07 / week-3
Scope: U.S. market short opportunities only. Research timestamp: 18 July 2026, 07:15 ICT. This is a research note, not personalized financial advice.
2026-07-18 · 2026-07 / week-3
Why this one now: Geo has two different clocks. The first is visible today: the company bought 637,500 shares in the market on 7 July at an average S$0.519 and says more buybacks are intended. The second is contractual b...
2026-07-18 · 2026-07 / week-3
Status: Publish-ready deep dive, subject to the live-data limitations stated below
2026-07-17 · 2026-07 / week-3
Scope: U.S. market short opportunities only. Research timestamp: 17 July 2026, 11:02 ICT. This is a research note, not personalized financial advice.
2026-07-17 · 2026-07 / week-3
Intesa Sanpaolo Borsa Italiana: ISP is being treated as an Italian bank with an acquisition problem. The more useful description is narrower: a profitable bank has started a large, independently executed share cancellati...
2026-07-16 · 2026-07 / week-3
Smith Micro Software Nasdaq: SMSI is a real software company with carrier and device-management products. It is also a company whose latest financing documents register potential common-equivalent supply equal to roughly...
2026-07-16 · 2026-07 / week-3
Direction: Long LEVI, common stock. This is research, not personalized financial advice.
2026-07-16 · 2026-07 / week-3
Why this one now: The market has compressed the valuation by treating a weak game slate as permanent franchise impairment. The 7.15 cancellation is a hard change in the denominator. The next positive surprise does not ne...
2026-07-16 · 2026-07 / week-3
Unusual Machines UMAC sold 8,823,529 common shares at $17.00 in a March 2026 registered offering. The latest available Yahoo Finance chart close is $18.52 on July 15, 2026, or 8.9% above that financing anchor. The short ...
2026-07-15 · 2026-07 / week-3
The screen was restricted to long, low- and mid-cap names in Japan, Korea, Hong Kong, Taiwan, and Singapore. Newborn Town HKEX: 9911 ranked first because it combines fresh operating evidence, a live share-cancellation me...
2026-07-15 · 2026-07 / week-3
Why this one now: The filing is recent, the package price is explicit, and the denominator change is unusually large. The market may still be trading the therapeutic narrative as though the common were a scarce claim, wh...
2026-07-15 · 2026-07 / week-3
Summary: Korea’s KOSPI fell 8.95% to 6,806.93 on 13 July 2026, while the iShares MSCI South Korea ETF EWY was $176.98 at 15 July 2026 00:15 UTC, up 5.3% on the latest print. The market is treating the semiconductor-heavy...
2026-07-14 · 2026-07 / week-3
EquipmentShare.com Inc. NASDAQ: EQPT is a newly public, fast-growing equipment-rental and connected-jobsite company. On July 9, the company raised its 2026 outlook and authorized a $500 million Class A share-repurchase p...
2026-07-14 · 2026-07 / week-3
Generation Income Properties GIPR is a U.S. short setup where a reverse split improved the displayed price while leaving the financing overhang intact. Its July 10 prospectus supplement registered 1.775 million common sh...
2026-07-12 · 2026-07 / week-2
Why this one now: the market is treating Hong Pu like a property stock that failed its ex-dividend test. The filing tape now says something narrower: a TWD 6.506bn market-cap company at roughly 0.55x book has authorized ...