Group 1 - Jason has over 35 years of experience as a fundamental investor, inspired by legends like Graham, Buffett, and Lynch [1] - His investment strategy focuses on value, often taking contrarian positions to identify undervalued assets and growth opportunities [1] - The approach excludes most small-cap or speculative investments, emphasizing a disciplined selection process [1] Group 2 - Jason aims to share knowledge through articles on Seeking Alpha, hoping to enhance both his and readers' investment skills [1] - The articles are intended as general information and not as formal investment recommendations [2][3]

Core Viewpoint - The article discusses the investment philosophy and approach of a seasoned investor, emphasizing value prioritization and contrarian strategies in stock selection [1]. Group 1: Investment Philosophy - The investor has over 35 years of experience and is influenced by renowned investors like Graham, Buffett, and Lynch [1]. - The approach focuses on identifying undervalued assets, income opportunities, and underpriced growth prospects [1]. - The investor avoids small-cap or speculative investments, indicating a preference for more stable and established companies [1]. Group 2: Motivation and Goals - The investor aims to share knowledge through articles on Seeking Alpha, hoping to enhance both personal and reader investment skills [1].

A lot is going on right now for investors of Taiwan Semiconductor Manufacturing Company Limited ( TSM ). Not only do they have to contend with resurgent Intel ( INTC ), theyJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate ...

Back in May, Warren Buffett announced that he is stepping down as CEO of Berkshire Hathaway.Back in May, Warren Buffett sent shockwaves around the investment world after announcing he was stepping down as CEO of his investment conglomerate, Berkshire Hathaway (BRK.A 0.78%) (BRK.B 1.06%).Ever since this decision became public knowledge, investors have watched Berkshire's moves with an extra level of vigilance. As 2026 approaches and longtime Buffett sidekick Greg Abel prepares to take the reins at Berkshire, ...

Core Insights - The article discusses the importance of evaluating dividend safety beyond generic valuation metrics, particularly in the context of Realty Income (O) [1] Group 1: Investment Strategy - The author emphasizes a long-term investment horizon focused on contrarian and deep-value opportunities, particularly in Real Estate Investment Trusts (REITs) that are currently out of favor [1] Group 2: Market Context - The discussion highlights a debate among investors regarding the "lack of total return" associated with Realty Income, suggesting a need for deeper analysis of intrinsic value [1]

Core Insights - VICI Properties Inc. is experiencing significant fallout, surprising investors who expected stability from a high-quality REIT [1] Group 1: Company Overview - VICI Properties Inc. is categorized as a high-quality Real Estate Investment Trust (REIT) [1] Group 2: Investment Strategy - JR Research, recognized as a Top Analyst, focuses on identifying attractive risk/reward opportunities that can generate alpha above the S&P 500 [1] - The investment approach combines price action analysis with fundamentals investing, targeting growth opportunities with significant upside potential [1] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, emphasizing robust fundamentals and attractive valuations [1]

Core Viewpoint - Brandywine Realty Trust (BDN) has experienced a significant stock decline of approximately 41% since November of the previous year, prompting a gradual accumulation of shares by investors seeking long-term value opportunities [1]. Company Analysis - The investment strategy focuses on identifying Real Estate Investment Trusts (REITs) that are currently undervalued in the market, particularly those that are temporarily out-of-favor [1]. - The investment horizon is long-term, emphasizing a contrarian approach and deep-value opportunities in the real estate sector [1]. Market Context - The decline in BDN's stock price reflects broader market trends affecting REITs, which may present potential investment opportunities for those with a long-term perspective [1].

Modiv Industrial ( MDV ) is an internally managed REIT that owns a portfolio of single-tenant, net-lease properties. The REIT manages 43 properties in 15 states, diversified over 30 tenants. It focuses on mission-critical industries and is knownI'm Luuk Wierenga, an economics teacher from the Netherlands with a strong passion for income investing. My investment journey began during the COVID-19 pandemic, and since then, I've specialized in identifying Real Estate Investment Trusts (REITs) that are temporari ...

Core Insights - JR Research is recognized as a Top Analyst by TipRanks and Seeking Alpha, focusing on technology, software, and internet sectors, as well as growth and GARP strategies [1] - The investment strategy emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1] - The approach combines price action analysis with fundamental investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [1] Investment Strategy - The investing group Ultimate Growth Investing specializes in high-potential opportunities across various sectors [1] - Focus is on growth stocks with strong fundamentals, buying momentum, and turnaround plays at attractive valuations [1] - The investment outlook is typically 18 to 24 months for the thesis to materialize [1]

reminder that best opportunities arise when sentiment becomes the worst, would get in routine of some sort of daily research even if you are not actively trading - most of my best trades come when i find things before everyone else is talking about them & ppl arent paying attn ...