This will be another post in the ongoing ‘Some Interesting Ideas’ series. There are a handful of businesses I’ve been spending time on recently that don’t quite fit neatly into one category, but share a similar setup consisting of decent to very good underlying businesses, interesting current narratives, and 3–5 year outcomes that could look significantly different than what the market is pricing today.In nearly all of these cases, there is some combination of investor misperception, poor near term results, a temporarily messy setup, or a stock that has sold off enough to where the long-term math looks very interesting at today’s price. None of this is investment advice, DYODD, and please see the disclaimer at the end of this post.I also use Trata to help work through some of the businesses, which has become one of my favorite sources of AI assisted investor-to-investor expert calls. Trata gives hedge funds un-biased, unfiltered stock analysis from anonymous analysts at well-known funds. Trata captures analyst thinking via interviews, and publishes transcript libraries full of content and insights. Trata is the only product I’m aware of that matches analysts and portfolio managers with each other to discuss a business, with each taking a bullish, neutral or bearish stance.I’ve been a long time user of Trata, and one thing I’ve noticed recently, or keep noticing, is that the amount of calls being done has increased tremendously, and the number of companies with calls done is growing by the day. All positive signs of a growing platform.