The Oddsmaker Weekly May 29th

Fundrise Innovation Fund (VCX) Valued at 4-6x Net Asset Value

The Oddsmaker Favorite Idea in Front of Earnings

The Oddsmaker Take: Sell in May and Go Away For A While.

The Oddsmaker Worst Bets & Nvidia Upcoming Earnings

Navitas Semiconductor: Worst Oddsmaker Score at -470. Large Downside Likely.

6 May 2026

Traits of Top 1% ideas

Our #1 Value Investment. A Simple Business Ranks as a Top 1% Outlier.

Let's Dive in...

A Deep Dive: Our Favorite Oil Play Priced at 0.4x PV-10/EV and Why this is Important

How Oil is Emerging as the New Software Like Economics @ 3-4x EV/EBITDA

Extreme Value Hiding in Plain Sight Valued at 5X EV/EBITDA with a Strong Balance Sheet and Owner-Operator Owning 40%

Oddsmaker Top 50: 3 U's: Undervalued, Under owned, Undiscovered Ideas

AXTI: Interesting Demand Dyamics, But Very Rich Valuation

Where is the Market Heading: Value or Growth..Let's Dig in to Data as of April 17th