The Mispricing Desk
608 notes on the gaps between what markets price and what they miss.
2026-08-02 · 2026-08 / week-1
Status: Conditional Short Note. Direction: Short watchlist only. Market: U.S.-listed common stock, Nasdaq Capital Market: POLA. Run time: 2 August 2026, 22:40 Singapore time.
2026-08-02 · 2026-08 / week-1
Summary: Reddit RDDT closed at $140.67 on July 31, down 20.99% from the prior close on volume about 6.84 times the preceding 20-session average. The selloff is consistent with a market repricing U.S. user quality and sea...
2026-08-02 · 2026-08 / week-1
Summary: GoDaddy GDDY fell from $99.33 to an $82.74 July 31 close after its second-quarter report. The filing showed 7% revenue growth, 33% normalized EBITDA margin, $443.5 million of free cash flow, and 9.8 million shar...
2026-08-02 · 2026-08 / week-1
Status: Conditional Deep Dive. Direction: Long RAL common stock only after a fresh quote, spread, depth, and fundamental check. This is research, not personalized financial advice.
2026-08-01 · 2026-08 / week-1
Status: Conditional Short Note. Direction: Short watchlist only. Market: U.S.-listed common stock, Nasdaq Capital Market: ANY. Run time: 1 August 2026, 21:43 Vietnam time.
2026-08-01 · 2026-08 / week-1
Status: Conditional Deep Dive. Direction: Long CSTM common stock only after a fresh quote, spread, depth, and fundamental check. This is research, not personalized financial advice.
2026-08-01 · 2026-08 / week-1
Status: Conditional Deep Dive. Direction: Long LEA common stock only after a fresh quote, spread, depth, and fundamental check. This is research, not personalized financial advice.
2026-07-31 · 2026-07 / week-5
Status: Conditional Short Note. Direction: Short watchlist only. Market: U.S.-listed common stock, Nasdaq Capital Market: WFF. Run time: 31 July 2026, 22:38 Singapore time.
2026-07-31 · 2026-07 / week-5
Evidence freshness: Filing evidence through July 2026; latest independently verifiable market reference July 27, 2026. The quote is delayed and is not an executable entry.
2026-07-31 · 2026-07 / week-5
Status: Conditional Deep Dive. Direction: Long MMM common stock only after a fresh quote, spread, and risk review. This is research, not personalized financial advice.
2026-07-30 · 2026-07 / week-5
Peraso is a small semiconductor company with a credible technology narrative and a more immediate financing reality. On 30 July, PRSO traded at $0.6264, with an intraday range of $0.6030 to $0.6264, volume of 37,173 shar...
2026-07-30 · 2026-07 / week-5
Status: Conditional Deep Dive. Direction: Long TYL common stock only after the Q2 2026 release is reconciled with the thesis. This is research, not personalized financial advice.
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.