NN, Inc.: The Tariff Beneficiary Poster Child

Company Overview - NN (NASDAQ: NNBR) is described as a large, independent, old-fashioned, mega machine shop, which is rare in the US today [1] - The company operates large factory floors with rows of large machinery, indicating a significant scale of operations [1] Analyst's Perspective - The analyst has a beneficial long position in NNBR through stock ownership, options, or other derivatives [2] - The article reflects the analyst's personal opinions and is not influenced by compensation or business relationships with the mentioned companies [2] Portfolio Strategy - The analyst's portfolio consists of 50-75% deep value stocks, primarily small caps, indicating a focus on undervalued opportunities [1] - The analyst typically writes about stocks that are considered their best ideas and in which they hold a position [1] Performance and Background - The analyst's stock recommendations have averaged over 31% returns over a one-year period, showcasing a strong track record [1] - The analyst has a background as a Credit Manager for a mid-sized publicly traded bank and retired early in 2013 due to success in the stock market [1] - Despite no prior industry experience, the analyst passed the CFA Level 1 exam, demonstrating a commitment to financial expertise [1]