Qnity Electronics: Why This Semi Spin-Off Still Has Room To Run

Core Insights - The article discusses the discomfort of investing in stocks that have increased over 15% in a short period, specifically referencing Qnity (Q) which began regular trading in early November 2025 [1] Investment Strategy - The investment approach focuses on identifying mispriced opportunities where market valuations diverge from a company's underlying economics, emphasizing cash flow durability and balance sheet strength [1] - The analyst targets cyclical industries, energy, industrials, and under-followed mid-cap companies, where market expectations often become unrealistic [1] - Asymmetric setups are sought, where companies have already faced market punishment while their fundamentals are stabilizing or improving, allowing for significant stock price changes with modest shifts in expectations [1] Communication and Engagement - The analyst shares investment ideas and company analyses through Seeking Alpha, inviting readers to challenge their investment thesis and thought process [1]