Hudson Technologies(US:HDSN) Seeking Alphaยท2025-08-04 23:02Company Overview - Hudson Technologies (NASDAQ: HDSN) has a market capitalization below $500 million, distinguishing it from a portfolio primarily composed of high-quality blue-chip stocks that typically dominate concentrated industries [1]. Investment Philosophy - The investment strategy focuses on undervalued stocks and high-quality dividend growers that provide reliable cash flow for reinvestment, emphasizing sustained profitability through strong margins, stable and expanding free cash flow, and high returns on invested capital as more reliable return drivers than valuation alone [1]. Personal Background of the Analyst - The analyst possesses three degrees in Economics, Classical Philology, and Philosophy & Theology, which enhance the ability to analyze companies through both numerical and humanistic perspectives [1]. Long-term Investment Goals - The investment approach is driven by a desire to ensure financial freedom for future generations, aiming for a balance where assets provide the freedom to work in fulfilling ways rather than merely seeking to avoid work [1].