SpaceX. SpaceX. SpaceX. The upcoming SpaceX IPO has been the topic du jour over the past few weeks, and rightfully so. It’s poised to be the largest public offering in history.

However, great opportunities emerge when capital, headlines, and investor attention concentrate on a single story.

While investors debate SpaceX’s valuation and growth prospects (see our in-depth analysis ahead of the IPO here), we focus on where market expectations have become disconnected from fundamentals.

The biggest investment opportunities aren’t always the names dominating the headlines. Instead, they’re often the ones the market hasn’t fully understood yet.

Check out all our research from this past week to see how we separate the narrative and hype from the real alpha-generating opportunities.

New Long Idea:

This week’s Long Idea is a titan of the U.S. property-and-casualty insurance market and sets itself apart through superior underwriting. However, the company’s stock is priced as if its profits will fall catastrophically and never recover.

#1 Stock Picking – Again!

Our proven-superior research earned us #1 rankings – for 60 consecutive months – on SumZero for June 2026.

Disrupting the Wall Street Game:

CEO David Trainer recently joined Karlo Jo Helms, Founder & CEO of JOTO PR Disruptors on the Disruption/Interruption podcast to pull back the curtain on decades of Wall Street manipulation.

Featured Stock:

We featured a stock from our Dividend Growth Stocks Model Portfolio. Combining Attractive-or-better rated stocks with strong sustainable dividends provides a unique list of quality dividend stocks.

Model Portfolio Updates:

We updated our Most Attractive Stocks and Most Dangerous Stocks Model Portfolios.

Danger Zone Podcast:

Senior Investment Analyst Kyle Guske II joined Chuck Jaffe to discuss the red flags and overall risk/reward of investing in SpaceX’s upcoming IPO.

We hope you had a great week!

See a preview of upcoming research below.

Upcoming Research