Barnes & Noble Education(US:BNED) Seeking Alpha·2025-09-16 15:05Company Background - Barnes & Noble's origins date back to the 19th century when Charles M. Barnes initiated a home-based book business in Illinois, which was later moved to New York in 1917 by his son [1]. Investment Strategy - The investment approach focuses on identifying opportunities in emerging and undervalued stocks, often contrary to conventional wisdom, emphasizing the importance of fundamentals [1]. - The strategy includes highlighting overvalued stocks and seeking a combination of growth, unique opportunities, and value for both shareholders and customers [1]. Market Engagement - The company has a history of engaging with shareholders through meetings, conferences, and sector exhibitions, which provides insights into market trends and consumer behavior [1]. - The analysis includes assessing website and store traffic, eBay sales, and customer feedback to gauge company performance and investment potential [1].