The Mispricing Desk
596 notes on the gaps between what markets price and what they miss.
2026-07-29 · 2026-07 / week-5
Jaguar Health NASDAQ: JAGX is a cash-constrained drug developer with a strategic-alternatives process underway and a newly filed resale registration for up to 40.8 million common shares. The market can trade the Mytesi a...
2026-07-29 · 2026-07 / week-5
Creverse 096240.KQ is a Korean private-education operator whose market is treating shareholder returns as decoration around a stagnant education business. That framing misses a completed denominator event. The Korea Exch...
2026-07-29 · 2026-07 / week-5
Why this one now: It has the cleanest fresh price shock and the most immediate evidence that the operating order book is improving. The market may be treating a margin reset and portfolio exits as if demand had broken. T...
2026-07-28 · 2026-07 / week-5
Status: Conditional research note. Common-stock execution requires a live locate.
2026-07-28 · 2026-07 / week-4
Status: Watchlist long. This is an educational research note, not personalized financial advice.
2026-07-28 · 2026-07 / week-4
Why this one now: it is the only candidate where a fresh operating re-segmentation, an explicit near-term capital-return action, and a low live multiple meet in the same filing.
2026-07-27 · 2026-07 / week-4
Why this one now: the price move is current, the resale document is primary-source evidence, and the reverse split changes the display price without removing the claims on equity.
2026-07-27 · 2026-07 / week-4
Why this one now: It is the only non-duplicate candidate with a fresh, explicit buyback-to-cancellation path and a still-open execution window.
2026-07-26 · 2026-07 / week-4
Status: Short Note. Filing-based research, not personalized financial advice and not a borrow-verified trade recommendation.
2026-07-26 · 2026-07 / week-4
Summary: ASIRO's planned July 31 cancellation removes 4.20% of the issued share base, but the stronger disagreement is between a price near a one-year low and a still-intact medium-term growth plan. This is a Watchlist, ...
2026-07-26 · 2026-07 / week-4
Summary: Travel + Leisure NYSE: TNL reported second-quarter adjusted EBITDA growth of 8%, adjusted EPS growth of 14%, raised full-year adjusted EBITDA guidance to $1.065 billion-$1.085 billion, and repurchased $88 millio...
2026-07-26 · 2026-07 / week-4
Summary: NCC Group NCC.L has converted a disposal into a dated cash-return mechanism: up to £170m of shares are to be bought at 145p, with the tender scheduled to close on 1 September 2026. The market’s cleanest objectio...
2026-07-26 · 2026-07 / week-4
Delta-Fly Pharma disclosed on 22 July that it would issue ¥150 million of zero-coupon unsecured bonds and 100,000 Series 12 warrants to EVO FUND. The warrants represent 10,000,000 potential shares, with a ¥127 initial ex...
2026-07-25 · 2026-07 / week-4
Gamania Digital Entertainment 6180.TW is a low/mid-cap Taiwan listing with a live but modest treasury-share programme and an operating result that has already turned from loss to profit. The market still treats the compa...
2026-07-24 · 2026-07 / week-4
Status: Short Note. Filing-based research, not personalized financial advice and not a borrow-verified trade recommendation.
2026-07-24 · 2026-07 / week-4
Samil 032280.KQ is a Korean small-cap transport company whose board approved a KRW 1.0bn direct market buyback on 20 July. The programme covers 834,724 shares from 21 July to 20 October 2026. At the KRW 1,198 reference c...
2026-07-24 · 2026-07 / week-4
Summary: Teledyne Technologies NYSE: TDY delivered record second-quarter orders, sales and operating profit, raised FY2026 EPS guidance, generated $284.7 million of free cash flow and repaid $450 million of debt. At the ...
2026-07-23 · 2026-07 / week-4
Summary: CDT Equity’s 1-for-10 reverse split changed the display price and listing clock. It did not remove the company’s financing need, recent filing delay, convertible debt, or potential share-supply path. The short t...
2026-07-23 · 2026-07 / week-4
Webcash 012030.KQ is a Korean small-cap software and financial-data company with a fresh capital-return event, but the market has not yet supplied a clean same-session quote in the accessible record. This is a Long Watch...
2026-07-23 · 2026-07 / week-4
Summary: Qualcomm’s latest filing does not describe a broken franchise. It describes a handset inventory and memory-supply trough, with Q3 guidance absorbing the damage and management expecting China QCT shipments to bot...