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The Great Re-Rating: Unapologetically Bullish on China for 2026
$23 Trillion on the Sidelines, Buybacks on the Rise, and AI Changing the Narrative
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Coherent: The Silent Giant Powering AI and Advanced Manufacturing
Aug 13, 2025
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Nick Nemeth
48
8
Kaspi.kz (KSPI): The Amazon-Meets-PayPal of Emerging Markets
Sep 3, 2025
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Nick Nemeth
34
14
Cummins: The Most Underappreciated AI Bottleneck
Jan 5
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Nick Nemeth
30
8
3
Mispriced Assets: 2026 Model Portfolio
Jan 1
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Nick Nemeth
26
6
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The Empty Suit in the Gilded Tower
Kevin Warsh and the Potential Coming Capture of the Federal Reserve
Jan 12
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Nick Nemeth
14
3
1
AI Is Hitting the Memory Wall. Optics Is Breaking Through.
Inside the two-speed data center buildout and Coherent’s path to outsized growth.
Jan 11
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Nick Nemeth
14
14
2
Coherent vs. Lumentum: Why Coherent Is the Better Buy for the Optics Boom
A Tale of Two High-Flyers in Optical Networking
Jan 7
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Nick Nemeth
25
3
5
Cummins: The Most Underappreciated AI Bottleneck
Why Backup Power Is the Killer Constraint No One’s Pricing In
Jan 5
•
Nick Nemeth
30
8
3
Mispriced Assets: 2026 Model Portfolio
Monthly "investor" letters to come for paid subs
Jan 1
•
Nick Nemeth
26
6
7
On Pricing, Value, and Where This Is Going
As Mispriced Assets has grown, it’s become clear the pricing discredits the value being delivered.
Dec 28, 2025
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Nick Nemeth
19
5
FJET: The Taxi, Not the Bus
Why this $430M supersonic space stock is attractive again
Dec 23, 2025
•
Nick Nemeth
17
3
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Mispriced Assets
Research that translates equities, crypto, and macro into conviction-ready opportunities. Follow the unlevered Mispriced Assets portfolio.
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