A lot has happened since my last article about Bayer A.G. ( OTCPK:BAYZF , OTCPK:BAYRY ). The company’s stock price is trading near multi-year lows. And the company has recently published its earnings results , which haveA research analyst and a freelance writer looking for value investment opportunities. I have several years of investing experience. I am mostly interested in writing about bargain stocks of large companies. My interest is not limited to American companies but extends to firms operating in ot ...

I have written many articles about Transocean’s (NYSE: RIG ) stock and the company’s fundamentals, namely its financials, its fleet, the backlog, and the management. In this analysis, however, I would like to focus more on the stock’s undervaluation and theA research analyst and a freelance writer looking for value investment opportunities. I have several years of investing experience. I am mostly interested in writing about bargain stocks of large companies. My interest is not limited to American companies ...

运营模式优化与投资者绑定方面，建立浮动管理费收取机制，这一机制将基金业绩和公司的收入挂钩， 让基金经理更加注重长期的业绩表现，而不是博弈短期业绩来增加规模。在产品设计的时候也要设定合 理的业绩标准，防止出现业绩基准偏差较大的现象。 方案要求强化投资者盈亏情况在考核中的权重，这也会让基金经理在选股上和基金管理上更加注重长期 的业绩表现，而不是短期博弈，这更符合巴菲特的价值投资理念，从长期做时间的朋友。 行动方案强调以投资者为本，从"重规模"向"重投资者回报"转型，针对当前出现的一些突出问题，行动 方案给出了具体要求。对于基金公司来说，不仅要看重短期的规模增长，更要看重长期的投资者回报， 这样才能更加长久，所以这次方案最关键的机制突破在基金经理薪酬、基金公司收入以及基金经理考核 等方面，更加强调业绩考核，而不是规模考核。这样可以让基金经理、基金公司更加注重给投资者的长 期回报，从而让公募基金成为投资者实现长期财产性收入的一个渠道。 方案提出，力争用三年左右时间形成行业高质量发展的拐点，这也是针对当前行业存在的经营理念偏 差、投资者获得感不强的问题来提出的。未来三年，一个是在发行新的产品上增加浮动管理费收取机制 的 ...

Group 1 - APA Corporation is expected to provide significant updates regarding its $9 billion project in Suriname and its partnership with TotalEnergies [1] - The recent acquisition of Callon Petroleum is noted, indicating potential strategic moves within the industry [1] Group 2 - The analysis emphasizes a focus on value investments, particularly companies trading at approximately 10 times earnings and offering dividend yields [1] - The research primarily targets small-cap and mid-cap companies across various regions including the United States, Canada, South America, the UK, France, and Germany [1]

Core Viewpoint - Ambac Financial Group, Inc. (NYSE: AMBC) is currently trading at a substantial undervalue following a reported loss from the disposal of its legacy financial guarantee business, with expectations of receiving close to $420 million from the sale of these business units [1]. Company Summary - The company has reported a loss due to the disposal of its legacy financial guarantee business [1]. - If the company successfully sells these business units, it is projected to receive approximately $420 million [1]. Investment Strategy - The analysis emphasizes a focus on value investments, particularly in companies trading at around 10 times earnings and offering dividend yields [1]. - The research primarily targets small-cap and mid-cap companies across various regions including the United States, Canada, South America, the UK, France, and Germany [1].

Every once in a while, investors will get the chance to reverse engineer some of the latest and biggest decisions being made by some of the biggest investors in the market, those who are empowered with the benefit of insight due to successful track records and the sheer size of capital they manage for their investors. These authoritative figures often teach retail investors why a business is being bought and sold, and today, there’s a new unlikely signal. Hertz Global TodayHTZHertz Global$8.49 -0.03 (-0.35 ...

Just over a year ago, I wrote my first article about InMode (NASDAQ: INMD ), where I recommended the shares as a Hold due to management’s inefficient capital allocation. If you haven't seen it, I recommendMy name is Guilherme Nunes, and I am a certified stock analyst in Brazil with over 10 years of experience analyzing and publishing reports on companies in Brazil, Chile, and the United States.Throughout my career, I’ve focused primarily on small-cap companies, applying a deep value investment approach. Cur ...