Group 1 - The core thesis for investing in Docebo (NASDAQ: DCBO) is based on the belief that the business can sustain long-term growth due to its large Total Addressable Market (TAM) [1] - The investment strategy focuses on identifying undervalued companies with significant long-term growth potential, combining value investing principles with a long-term growth perspective [1] - The approach emphasizes purchasing quality companies at a discount to their intrinsic value and holding them to allow for compounding of earnings and shareholder returns [1]

Group 1 - The current market presents a favorable environment for value investors, particularly in sectors such as energy, pharmaceuticals, and real estate, which are trading at low valuations [2] - The focus is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] Group 2 - The investment strategy emphasizes defensive stocks with a medium- to long-term investment horizon [2]

Group 1: Enova International - Enova International is an online financial services company offering loans in the US, UK, Australia, and Canada, with a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for Enova's current year earnings has increased by 2.4% over the last 60 days [1] - The company has a price-to-earnings ratio (P/E) of 8.83, significantly lower than the industry average of 14.10, and possesses a Value Score of A [2] Group 2: Precision Drilling - Precision Drilling is an oilfield services company providing contract drilling, well servicing, and strategic support services in North America and internationally, also holding a Zacks Rank 1 [2] - The Zacks Consensus Estimate for Precision Drilling's current year earnings has increased by 18.4% over the last 60 days [2] - The company has a price-to-earnings ratio (P/E) of 11.06, compared to the industry average of 15.80, and possesses a Value Score of A [3] Group 3: China Yuchai International - China Yuchai International primarily manufactures and sells diesel engines for medium-duty trucks in China, carrying a Zacks Rank 1 [3] - The Zacks Consensus Estimate for China Yuchai's current year earnings has increased by 37.2% over the last 60 days [3] - The company has a price-to-earnings ratio (P/E) of 13.49, slightly below the industry average of 14.10, and possesses a Value Score of A [4]

Group 1 - The author has a background in private credit and commercial real estate (CRE) mezzanine financing, indicating expertise in financial analysis and investment strategies [1] - The author has collaborated with prominent CRE developers, suggesting a strong network and experience in the real estate sector [1] Group 2 - The article expresses personal opinions and does not provide financial advice, highlighting the importance of independent research for investors [2][3][4]

Company Overview - Archrock Inc. has transitioned from a broader energy services provider to a specialized pure-play compression services company, focusing on natural gas production, processing, and transportation [11] - The company has undergone an operational transformation over the past decade to enhance performance, safety, customer service, and environmental responsibility [11] Zacks Rank and Style Scores - Archrock is currently rated 3 (Hold) on the Zacks Rank, with a VGM Score of B, indicating a solid position but not a strong buy [12] - The Value Style Score for Archrock is B, supported by a forward P/E ratio of 15.29, making it attractive for value investors [12] - Recent upward revisions in earnings estimates by two analysts for fiscal 2025 have increased the Zacks Consensus Estimate by $0.02 to $1.57 per share [12] - Archrock has demonstrated an average earnings surprise of +6.5%, indicating potential for positive performance [12] Investment Consideration - With a solid Zacks Rank and favorable Value and VGM Style Scores, Archrock is recommended for investors' consideration [13]

Company Overview - AST SpaceMobile, Inc. (NASDAQ: ASTS) is focused on developing space telecommunications with the goal of providing global mobile phone service through satellite infrastructure [1] Investment Outlook - The company was rated as a Hold in May, indicating a cautious approach towards its investment potential [1] - The analysis is based on value investing principles, an owner's mindset, and a long-term investment horizon [1] Analyst Background - The analysis is conducted by a former advisory representative at Fidelity, who now engages in personal investing and shares research findings [1]

Group 1 - Gladstone Land Corporation (NASDAQ: LAND) is a REIT that focuses on owning and leasing farmland across the US, with significant growth from its initial focus on strawberry farming [1] - The company is part of the Gladstone family of investment funds, indicating a diversified investment strategy [1] Group 2 - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology, which enhances the quality of insights provided [1] - The analyst has transitioned from writing a blog to a value investing-focused YouTube channel, indicating a shift in content delivery and audience engagement [1]

Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use tried-and-true metrics and fundamental analysis to find companies that they believe are undervalued at their current share price levels. Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also unde ...

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On the valuation front, the picture is mixed. My conservative DCF valuation estimate pegged it at $26.46, which does not have the minimum 10% margin of safety that I demand before I am a conservative yet opportunistic value investor who has been investing since 2005. I am fact-driven, preferring to let financial data inform me of a company's health, followed by qualitative analysis to fill in the gaps to paint a holistic picture of a company's growth prospects.My work is published on two platforms, Seeking ...