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14min chapter
82. Misfit Alpha: The Best Stocks You’ve Never Heard Of
Investing Unscripted
Alpha: Finding Overlooked Companies with Strong Returns
This chapter explores the concept of alpha, discussing the importance of considering less covered and less well known companies when building a portfolio. It highlights the phenomenon of financial media writers focusing on popular investments rather than good investments, and emphasizes the disconnect between mainstream financial media and great companies that are often overlooked. The chapter also discusses the performance and valuation of Arthur J. Gallagher compared to Costco, as well as the motivation behind trying to find stocks that perform better than major indexes.
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