Mar. 31 at 4:15 PM
<PickAlpha Bi-weekly Deep Dive>
Stop Chasing the Next Hot Stock and Start Watching Companies Being Forced to Change
From eBay and Salesforce to today’s live activist campaigns, some of the best medium-term setups come from visible governance pressure, board reshaping, asset sales, capital returns, and strategic reviews that the market is still learning how to price.
$SPY $IWM $NCLH $CRM
https://research.pickalpha.ai/p/stop-chasing-the-next-hot-stock-and