Alpha Ark

Alpha Ark

Home
Covered Stocks
Disclaimer
Archive
About
Valaris (VAL) - Multibagger Upside at 16 Cents on a Dollar
Playing the Next Offshore Drilling Cycle with Extreme Downside Protection
 • 
Alpha Ark Team
2
Sky Harbour (SKYH) - Uncovering an Ultrawide Moat in Aviation Infrastructure
Capitalizing on a Fast-Growing Niche in a Specialty Real Estate
 • 
Alpha Ark Team
9
El Al (ELAL) - 3x EV/EBITDA for the Most Profitable Airline in the World
Playing Israel Rerating Through the Cheapest and Most Profitable Airline on the Market
 • 
Alpha Ark Team
1
InPost (INPST.AS) - Undervalued Delivery Disruptor
How a Small Polish Business Revolutionized Last-Mile Shipping
 • 
Alpha Ark Team
3
Alico (ALCO) - Asset Play Unlocked in a Historic Divesture
After a century in business, Alico will sell its real estate, expecting proceeds that dwarf its current market valuation...
 • 
Alpha Ark Team
2
Natural Gas Monopoly with Avalanche of Catalysts for 7x P/E
5x Utility Play with Growing Insider Ownership
 • 
Alpha Ark Team
2
Superior Industries (SUP) - 13x Turnaround Play
Market Leader Turning Cash Flow Positive: Attractive Risk-Reward
 • 
Alpha Ark Team
2
Valeura Energy (VLE.TO) - Oil & Gas Growth Story At a Steep Discount
This fast-growing upstream company has emerged as a significant player in the Southeast Asian energy landscape. With a remarkable 42% surge in daily…
 • 
Alpha Ark Team
15
#2 Equity Update
Explore updates on our thesis for INPST.AS, ALCO, SKYH, CCL, VLE.TO, GM
 • 
Alpha Ark Team
Valeura Energy (VLE.TO) - Thesis Update
After 20% stock appreciation, operational and financial updates, 2025 guidance release, and changes in macro, we take a fresh look at Valeura
 • 
Alpha Ark Team
1
#1 Equity Update
Explore updates on our Valeura Energy, Sky Harbour, Carnival Corporation, and General Motors Write-Ups
 • 
Alpha Ark Team
Bowim S.A. (BOW.WA) - Polish Net-Net with New Cycle Brewing
Potential Ukraine Peace Deal Play with 63% Insider Ownership, Trading at 76% NCAV, 0.5x P/TBV and 2x EV/EBITDA
3
© 2025 Alpha Ark
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture