Lument Finance Trust Remains Fairly Valued In Wait Of 2021 Loan Book Workout

Group 1 - Lument Financial Trust (NYSE: LFT) reported 3Q24 results with continued deterioration in net interest income due to deleveraging [1] - The company resolved one of its challenged loans and discussed potential refinancing options [1] - The focus of Quipus Capital is on operational aspects and long-term earnings power rather than market-driven dynamics [1] Group 2 - Quipus Capital emphasizes a buy-and-hold investment strategy, suggesting that only a small fraction of companies should be considered for purchase at any time [1] - Hold articles are intended to provide important information for future investors and introduce skepticism in a bullish market [1]