Opportunity Report

Opportunity Report

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Cashing In on Clunkers
Issue #73. June 2026
Jun 11 • Mike Kafanov
Strait, Shock, and Three Gushing Barrels
Unlocked Edition #14. June 2026
Jun 5 • Mike Kafanov
Along for the Ride With a Below-Book American Icon
Issue #72. June 2026
Jun 3 • Mike Kafanov

May 2026

The Qorvo–Skyworks Chip-Merger Bet
Unlocked Edition #13. May 2026
May 29 • Mike Kafanov
Picks and Shovels for the Post-Hormuz Era
Issue #71. May 2026
May 26 • Mike Kafanov
Buying the Ad-Buyer
Issue #70. May 2026
May 19 • Mike Kafanov
Kawasaki Heavy: The Bet Beyond the Motorcycles
Unlocked Edition #12. May 2026
May 15 • Mike Kafanov
When Iran Boils: Three U.S. Oil Plays
Issue #69. May 2026
May 13 • Mike Kafanov
Three Plays in the Used-Car Lot
Issue #68. May 2026
May 8 • Mike Kafanov
Betting on Bureaucracy Beating AI (For Now)
Unlocked Edition #11. May 2026
May 1 • Mike Kafanov

April 2026

A Pit-Stop Buy
Issue #67. April 2026
Apr 28 • Mike Kafanov
Blueprints for a Bounce: The Case for Nemetschek
Unlocked Edition #10. April 2026
Apr 27 • Mike Kafanov
© 2026 Mike Kafanov · Privacy ∙ Terms ∙ Collection notice
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