Core Viewpoint - The article discusses the preference for Booking (BKNG) over Expedia (EXPE) due to Booking's greater international selection and overall user experience in travel planning [1]. Group 1: Company Analysis - Booking (BKNG) is favored for its extensive international offerings, which enhances the travel experience for users [1]. - Expedia (EXPE) is mentioned as a competitor but does not match the selection provided by Booking [1]. Group 2: Analyst Background - The author has over 35 years of experience in the investment field, including roles as a sell-side and buy-side analyst, as well as a portfolio manager for debt and equity funds [1]. - The focus is on providing fundamental analysis of companies and funds, with an emphasis on financial statements and their implications [1].

Group 1 - The article discusses the analysis of oil and gas companies, specifically focusing on identifying undervalued firms within the sector [1] - The author emphasizes the cyclical nature of the oil and gas industry, highlighting the importance of patience and experience in navigating this market [2] - The investing group, Oil & Gas Value Research, seeks out under-followed oil companies and midstream firms that present attractive investment opportunities [2] Group 2 - The article mentions that the author holds a beneficial long position in several companies, including Baytex Energy (BTE) and ExxonMobil (XOM), through various financial instruments [3] - It is noted that the article reflects the author's personal opinions and is not influenced by any business relationships with the mentioned companies [3]

Core Viewpoint - Keysight Technologies (KEYS) has shown strong performance over the past year, with a gain of approximately 40% [1] Group 1: Company Performance - Keysight Technologies has been a meaningful outperformer recently, attributed to improving trends and lower exposure to AI compared to software-as-a-service businesses [1] - The company reported strong Q1 results, which have further increased market enthusiasm [1] Group 2: Analyst Insights - The analyst has over fifteen years of experience making contrarian bets based on macro views and stock-specific turnaround stories to achieve outsized returns with a favorable risk/reward profile [1]

Core Viewpoint - The article emphasizes the importance of investing in quality companies at reasonable valuations, focusing on long-term fundamentals that drive share prices. Group 1: Investment Philosophy - The company seeks to identify quality companies inspired by renowned investors like Warren Buffett, Peter Lynch, and Terry Smith [1] - The belief is that long-term fundamentals are the primary drivers of share price movements, with a focus on predicting earnings per share [1] Group 2: Analyst's Position - The analyst currently holds no stock or derivative positions in the mentioned companies but may initiate a long position in SFM within the next 72 hours [2] - The article reflects the author's personal opinions and is not influenced by compensation from any company mentioned [2]

Group 1 - Gold has experienced significant volatility in early 2025, rising 65% before reaching a record high of just over $5,500 per ounce, followed by a sharp decline [1] Group 2 - Mountain Valley Value Investments focuses on identifying undervalued companies with strong growth potential across various sectors, emphasizing long-term value and disciplined research [2] - The investment philosophy of Mountain Valley Value Investments is based on rigorous analysis to uncover opportunities that can deliver strong returns [2] - The company aims to provide actionable investment ideas that withstand the test of time, leveraging deep industry insights [2]

Core Insights - Dover Corporation (DOV) reported Q4 earnings for 2025, with total revenue reaching $8.1 billion, reflecting a 4.5% increase from the previous year [1] - The company's bookings also grew by 6%, matching the revenue figure at $8.1 billion for 2025 [1] - The book-to-bill ratio improved to 1.00, up from 0.99, indicating a positive trend in order intake relative to revenue [1] Financial Performance - Revenue for 2025 was $8.1 billion, an increase of 4.5% year-over-year [1] - Bookings for the same period were $8.1 billion, marking a 6% growth [1] - The improvement in the book-to-bill ratio to 1.00 suggests a balanced growth in orders and revenue [1]

Company Overview - Electromed (ELMD) is a small medical device company based in Minnesota, founded in 1992 by Robert D. Hansen and Craig N. Hansen, and it went public in 2010 at a share price of $4 [1]. Investment Philosophy - The investment philosophy emphasizes the importance of compounding, dividend reinvesting, and patient investing through various market conditions to achieve wealth accumulation [1]. - The approach combines steady investment in high-quality assets with high-risk/high-reward opportunities, underappreciated turnaround plays, and transformative technologies [1]. Personal Background of the Analyst - The analyst has over 25 years of investment experience and has been teaching at the college/university level for over 20 years, holding a PhD from Brunel University [1]. - The analyst identifies as an amateur investor, self-taught without formal education in investing or business, and values learning from others [1].

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Zscaler ( ZS ) is a cloud security platform that acts as a switchboard between users and the internet. Instead of routing traffic through an on-premises firewall or VPN for remote employees, Zscaler operates on the principle of zero trust, where evenBuildingBenjamins is a free stock picking and market commentary investment newsletter. Building Benjamins is the DBA (doing businesses as) publishing entity for Tradition Investment Management, LLC, a registered investment adviser. Benjamin Halliburton, our foun ...

Core Insights - Zscaler operates as a cloud security platform that facilitates secure internet access for users by employing a zero trust model, eliminating the need for traditional on-premises firewalls or VPNs for remote employees [1] Company Overview - Zscaler provides a cloud-based security solution that acts as a switchboard between users and the internet, enhancing security protocols for remote work environments [1] Investment Background - The founder of Tradition Investment Management, Benjamin Halliburton, has a notable investment background, having been recognized as "PSN Manager of the Decade" for both All-Cap and Dividend Value categories in different decades [1]