If you thought our angle on this company was interesting, you may want to check out our idea room, The Value Lab . We focus on long-only value ideas of interest to us, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, our gang could help broaden your horizons and give some in ...

I have lately been quite interested in Bitcoin ( BTC-USD ) Treasury Companies, both in terms of how these companies can obtain fiat capital on favorable terms to generate shareholder value, and in the potential opportunities to buy many of them atNikolaos Sismanis holds a BSc in Banking and Finance and has over five years of experience as an equities analyst. He covers a variety of growth stocks and income stocks, including identifying those with the highest expected return potential, and a solid margin of ...

Rob Howard is Co-Manager at Boiling Point Resources. Rob has extensive background in the utility industry working at Baltimore Gas and Electric for over seven years. While there he spent time in Distribution Engineering, Demand Side Management, and Rates and Regulation. This hands on experience has given him a deep understanding of industry issues. After his industry experience Rob moved to the investments business, where he has been following utilities since 2002. Rob has a BS in Engineering and a BA in Ec ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of AMZN either through stock ownership, options, or other derivatives. I wrote this article mysel ...

He also leads the investing group IPO Edge , which offers actionable information on growth stocks through first-look IPO filings, previews on upcoming IPOs, an IPO calendar for tracking what’s on the horizon, a database of U.S. IPOs, and a guide to IPO investing to walk you through the entire IPO lifecycle - from filing to listing to quiet period and lockup expiration dates.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initi ...

ONEOK (NYSE: OKE ) is one of the leaders in the midstream sector, an industry I dearly like as an investor. The company's infrastructure has grown tremendously since it was named the Oklahoma Natural Gas Company, with operations spanningAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consum ...

Core Viewpoint - L'Oréal S.A. is recognized as a leading consumer staples company due to its significant competitive advantage, strong fundamentals, and healthy growth rate [1]. Company Analysis - L'Oréal has established a substantial competitive edge in the market, which contributes to its robust performance [1]. - The company demonstrates exceptional financial fundamentals, indicating a solid operational foundation [1]. - L'Oréal maintains a healthy growth rate, which is attractive for long-term investors [1]. Investment Perspective - The company is primarily favored for its long-term investment potential, appealing to investors with a contrarian view [1].

Company Overview - Capital Clean Energy Carriers (NASDAQ: CCEC) is currently valued at $21.29 per share, reflecting a 16% increase in its share price since the beginning of the year [1]. Investment Philosophy - The investment approach focuses on long-term value creation, emphasizing strong fundamentals, competitive advantages, and effective capital allocation by management teams [1]. - The strategy is influenced by classic value investors, seeking quality businesses trading below their intrinsic value and favoring long-term holdings [1]. Market Engagement - The company engages with a community of investors through platforms like Seeking Alpha, aiming to provide well-researched analysis and foster thoughtful discussions about market trends [1].

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

J.Jill, Inc.'s (NYSE: JILL ) Q1 '25 results were not positive, with comps worsening significantly from year-end 2024. The company guided for continued challenges in Q2. Margins were moderately protected at the merchandise level but deleverage was inevitable. Finally,Long-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long- ...