Target Hospitality: Cheap After Contract Loss, But Return To Growth May Take Time

Group 1 - The focus is on value-oriented investment ideas, particularly in mid/small cap stocks, with an emphasis on orphaned and unfashionable opportunities that have potential catalysts for growth [1] - There is a tendency towards contrarian investment strategies, with a willingness to explore various sectors if they are deemed cheap, influenced more by momentum and quality than in the past [1] Group 2 - The report is intended for informational purposes and does not constitute financial advice, highlighting the importance of conducting independent research before making investment decisions [3] - The author holds a beneficial long position in the shares of a specific company, indicating a personal investment interest that may influence the analysis presented [2]