US · 1 entry · 1 publication
Optical Cable Corp
No entry states a stance.
Free during launch: log in or sign up with your email to see it.
Sign up freeSubstack · TheBigBerbowski Investing · TheBigBerbowski
Another impressive earnings. Market expected higher backlog. Earnings call provided a lot of details for the thesis. Here’s my summary of what happened.
Since publication −12.3% α −13.0 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.