Group 1 - Lotus Creek Exploration (LTC:CA) is a recent Canadian spin-off positioned to capitalize on an economical oil play [1] - Insiders have been actively purchasing stock, indicating confidence in the company's future [1] - The company has reached an inflection point, suggesting a potential shift in its growth trajectory [1] Group 2 - The founder of Korwell Capital emphasizes a value investing approach, focusing on stocks with a tangible margin of safety and significant discounts to long-term earning power [1] - There is a preference for companies with sustainable competitive advantages and management alignment with shareholders [1] - The research highlights the importance of understanding a business model and its position in the industry's capital cycle to identify tail risks [1]
Lotus Creek Exploration: Overlooked Oil Spin-Off Insiders Are Buying Heavily Into