NVIDIA: I'm Buying Post Earnings

Core Insights - NVIDIA has experienced a modest gain of approximately 4% since being rated a Strong Buy in December, indicating a relatively stable performance in the market [1] - The focus is on identifying undervalued companies with strong fundamentals and cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - Energy Transfer is highlighted as a company that has been overlooked but shows potential for substantial returns, reflecting a long-term value investing strategy [1] Company Analysis - The article emphasizes a preference for long-term value investing while acknowledging occasional interest in deal arbitrage opportunities, such as Microsoft/Activision Blizzard and Spirit Airlines/Jetblue [1] - There is a clear aversion to investing in high-tech businesses or certain consumer goods that are not well understood, with a specific mention of a preference for established brands like Levi's [1] - The article expresses skepticism towards cryptocurrencies, indicating a focus on more traditional investment avenues [1] Community Engagement - The aim is to connect with like-minded investors through platforms like Seeking Alpha, fostering a collaborative community focused on informed decision-making and superior returns [1]