The Mispricing Desk
601 notes on the gaps between what markets price and what they miss.
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.
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.