Core Viewpoint - The article emphasizes the importance of value investing and highlights Inspired Entertainment (INSE) as a strong candidate for value investors due to its favorable metrics and Zacks Rank [2][4][6]. Company Analysis - Inspired Entertainment (INSE) has a Zacks Rank of 1 (Strong Buy) and an A for Value, indicating strong potential for value investors [4]. - The stock has a Price-to-Earnings (P/E) ratio of 13.32, significantly lower than the industry average P/E of 25.02, suggesting it may be undervalued [4]. - INSE's Forward P/E has fluctuated between 8.19 and 33.98 over the past year, with a median of 12.64, further indicating its valuation dynamics [4]. - The Price-to-Sales (P/S) ratio for INSE is 0.76, compared to the industry average P/S of 1.77, reinforcing the notion of undervaluation [5]. Investment Outlook - The combination of INSE's favorable P/E and P/S ratios, along with a strong earnings outlook, positions it as an attractive value stock at the moment [6].

Group 1 - Hudson Technologies (NASDAQ: HDSN) is considered a buy due to its cheap stock price and potential for margin recovery, supported by a strong balance sheet [1] - The investment focus is on sectors such as chemicals, homebuilders, building materials, industrials, and metals & mining, with a preference for undervalued stocks that have near-term catalysts [1] - The investment horizon for the company ranges from one quarter to two years, indicating a medium-term investment strategy [1]

Core Insights - IDT Corporation's stock price has increased from approximately $24 to $58.21, representing a 142% return over 21 months [1] Company Overview - IDT Corporation is highlighted as a significant investment opportunity, reflecting a strong performance in the market [1] Investment Philosophy - The investment approach emphasizes value investing, viewing each investment as a genuine ownership stake in the business with an indefinite time horizon [1]

Core Viewpoint - The article emphasizes the importance of value investing and highlights Paysign (PAYS) as a strong candidate for value investors due to its favorable valuation metrics and earnings outlook [2][4][7]. Valuation Metrics - Paysign has a Forward P/E ratio of 10.41, significantly lower than the industry average of 23.41, indicating potential undervaluation [4]. - The stock's P/B ratio stands at 5.33, compared to the industry's average P/B of 8.81, suggesting a solid valuation relative to its book value [5]. - Paysign's P/CF ratio is 13.78, which is lower than the industry average of 18.69, further supporting the notion that the stock may be undervalued based on its cash flow outlook [6]. Historical Performance - Over the past year, Paysign's Forward P/E has fluctuated between a high of 22.80 and a low of 6.69, with a median of 13.31 [4]. - The P/B ratio for Paysign has ranged from a high of 10.84 to a low of 3.43, with a median of 6.71 [5]. - The P/CF ratio has varied from a high of 24.14 to a low of 8.85, with a median of 15.96 over the past year [6]. Investment Outlook - Given its strong earnings outlook and favorable valuation metrics, Paysign is positioned as one of the strongest value stocks in the market currently [7].

Market Overview - As of mid-May 2025, the S&P 500 has turned positive year-to-date for the first time in many weeks, indicating a broad recovery across multiple sectors from previous volatility [1][2] - Despite the market improvement, ongoing trade disputes and the Trump administration's tariff policies remain a concern [2] Cogent Communications - Cogent Communications is currently trading at $50.87, with a 12-month stock price forecast of $75.75, indicating a potential upside of 48.91% based on 8 analyst ratings [5][8] - The company has seen a significant drop in share price since February, nearing a one-year low, but has strong growth potential in wavelength services, which have more than doubled in revenue over two years [6][7] - Cogent expects to capture a quarter of the North American wavelength market in the next three years, with current revenue in this category at $7.1 million [7] Regeneron Pharmaceuticals - Regeneron Pharmaceuticals is trading at $571.36, with a 12-month stock price forecast of $890.60, suggesting a potential upside of 55.87% based on 26 analyst ratings [9][10] - The company has experienced a 20% decline year-to-date and a 42% drop over the last 12 months, reaching a multi-year low [10] - Regeneron benefits from a robust pipeline and recent sales growth, achieving $14 billion in sales in 2024, up from over $13 billion the previous year [11] - The company has a low debt-to-equity ratio of 0.09 and initiated dividend payments in February 2025, enhancing its appeal to investors [13] Atlas Energy Solutions - Atlas Energy Solutions is currently priced at $13.23, with a 12-month stock price forecast of $19.81, indicating a potential upside of 49.75% based on 12 analyst ratings [14][16] - The company has faced a 42% decline year-to-date amid broader energy sector turmoil but benefits from a specialized focus with little competition [14][15] - Atlas Energy's operations in the Permian Basin provide a geographic advantage, helping to reduce costs and streamline logistics [15]

Core Insights - The article emphasizes a strong foundation in fundamental analysis and the identification of undervalued companies with long-term growth potential [1] - The investment approach combines value investing principles with a focus on long-term growth, advocating for the purchase of quality companies at a discount to their intrinsic value [1] Investment Strategy - The strategy involves holding investments for the long term to allow for compounding of earnings and shareholder returns [1]

Group 1 - The article discusses the investment approach focused on fundamentals, emphasizing the importance of long-term durability and affordability in stock selection [1] - It challenges the misconception that low multiple stocks are inherently cheap, advocating for a focus on companies with steady long-term growth and strong balance sheets [1] - The author acknowledges the risks associated with investing in successful companies, particularly the potential to overpay, highlighting the significance of valuation [1] Group 2 - The article expresses confidence in the continued growth strength of Gartner, Inc. (NYSE: IT), which was previously recommended as a buy [1]

Group 1 - Mesabi Trust (NYSE: MSB) experienced a significant decline in iron ore shipments attributed to Cleveland-Cliffs (CLF) for Q1 [2] - Comprehensive Q1 disclosure from Cleveland-Cliffs is still pending, indicating uncertainty in the current performance metrics [2] - The Value Lab focuses on long-only value investment strategies, targeting a portfolio yield of approximately 4% [1][2] Group 2 - The Valkyrie Trading Society consists of analysts sharing high conviction investment ideas that are expected to yield non-correlated and outsized returns [3] - The society emphasizes downside protection in the context of the current economic environment [3]

I first bought shares of Meta Platforms (NASDAQ: META ) (formerly known as Facebook) in 2018 during the Cambridge Analytica sell-off. Younger Meta shareholders may not even have heard about the scandal, yet it was big. The eyes of the investing worldCommon sense value investor with a long-term focus on technology and consumer discretionary sectors. I look for companies with strong fundamentals, sustainable competitive advantages, and high long-term growth potential. My approach follows three simple rules: O ...

Core Insights - Investors in the Internet - Software sector may consider Five9 (FIVN) and Adyen N.V. Unsponsored ADR (ADYEY) as potential value stocks [1] - A strong Zacks Rank combined with a good Value grade from the Style Scores system is identified as an effective strategy for finding value stocks [2] Valuation Metrics - Both FIVN and ADYEY currently have a Zacks Rank of 2 (Buy), indicating a positive earnings outlook due to favorable analyst estimate revisions [3] - FIVN has a forward P/E ratio of 9.62, while ADYEY has a significantly higher forward P/E of 45.28 [5] - The PEG ratio for FIVN is 0.61, suggesting it is undervalued relative to its expected earnings growth, whereas ADYEY has a PEG ratio of 2.17 [5] - FIVN's P/B ratio is 3.05, indicating a lower market value compared to its book value, while ADYEY's P/B ratio is much higher at 14.36 [6] - Based on these valuation metrics, FIVN is rated with a Value grade of B, while ADYEY has a Value grade of F [6] Conclusion - Despite both companies having solid earnings outlooks, FIVN is considered the superior value option based on the discussed valuation figures [7]