I analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my research here.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or ...

Group 1: Company Performance - Federated Hermes (FHI) shares have increased by 11.4% over the past month and reached a new 52-week high of $47.3 [1] - The stock has gained 14.5% since the beginning of the year, outperforming the Zacks Finance sector's 9.2% and the Zacks Financial - Investment Management industry's 0.9% [1] - The company has consistently beaten earnings estimates, reporting EPS of $1.1 against a consensus estimate of $0.91 in its last earnings report [2] Group 2: Earnings and Revenue Projections - For the current fiscal year, Federated Hermes is expected to post earnings of $4.37 per share on revenues of $1.72 billion, reflecting a 35.29% change in EPS and a 5.25% change in revenues [3] - The next fiscal year projections indicate earnings of $4.43 per share on revenues of $1.78 billion, representing year-over-year changes of 1.23% and 3.42%, respectively [3] Group 3: Valuation Metrics - Federated Hermes has a Value Score of A, with Growth and Momentum Scores of C and B, respectively, resulting in a VGM Score of B [6] - The stock trades at 10.8X current fiscal year EPS estimates, below the peer industry average of 11.9X, and at 13.3X trailing cash flow compared to the peer group's average of 12.4X [7] - The PEG ratio stands at 0.84, positioning the company favorably among value investors [7] Group 4: Zacks Rank and Investment Potential - Federated Hermes holds a Zacks Rank of 2 (Buy), supported by a solid earnings estimate revision trend [8] - The company meets the criteria for investors seeking stocks with Zacks Rank of 1 or 2 and Style Scores of A or B, indicating potential for further gains [9] Group 5: Industry Comparison - Affiliated Managers Group, Inc. (AMG) is a notable peer with a Zacks Rank of 2 (Buy) and similar value metrics, indicating a competitive landscape [10] - AMG is expected to post earnings of $23.33 per share on revenues of $2.06 billion for the current fiscal year, having beaten consensus estimates by 1.96% last quarter [11] - The Financial - Investment Management industry is performing well, ranking in the top 11% of all industries, suggesting favorable conditions for both FHI and AMG [12]

Company Overview - Invictus Origin is a high-alpha investment company founded by Oliver Rodzianko in May 2025, aiming to deliver among the highest annual returns globally [1] - The company is developing innovative portfolio strategies, particularly through its flagship High-Alpha Black Swan Portfolio, designed to outperform leading indices like the Nasdaq-100 [1] Investment Strategy - The Invictus Hydra Portfolio maintains approximately 20% in dynamic cash reserves, allowing for strategic value investing during significant market disruptions [1] - The investment process emphasizes fundamental valuation, long-term market cycles, and sector expertise in technology, semiconductors, artificial intelligence, and energy [1] Leadership and Expertise - Oliver Rodzianko has extensive experience as a macro-focused investment analyst and has built a strong reputation through platforms like Seeking Alpha, TipRanks, and GuruFocus [1] - As CEO, Oliver leverages his expertise to establish a firm characterized by resilience, performance, and disciplined capital stewardship [1]

Core Viewpoint - FUCHS SE - Unsponsored ADR (FUPBY) is currently considered a better value opportunity compared to RPM International (RPM) based on various valuation metrics and earnings outlooks [1]. Valuation Metrics - FUPBY has a forward P/E ratio of 17.59, while RPM has a higher forward P/E of 19.45 [5]. - The PEG ratio for FUPBY is 2.03, indicating a more favorable valuation relative to its expected earnings growth compared to RPM's PEG ratio of 2.91 [5]. - FUPBY's P/B ratio stands at 3.24, significantly lower than RPM's P/B ratio of 5.31, suggesting that FUPBY is undervalued in terms of market value versus book value [6]. Earnings Outlook - Both FUPBY and RPM have a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and improving earnings outlooks [3]. - FUPBY's Value grade is B, while RPM's Value grade is C, further supporting the conclusion that FUPBY presents a superior value option [6][7].

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 understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use tried-and-true metrics and fundamental a ...

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use fundamental analysis and traditional valuation metrics to find s ...

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors rely on traditional forms of analysis on key valuation metrics to ...

I first covered ASML Holding N.V. (NASDAQ: ASML ) almost a year ago and rated it a Hold, mostly due to its valuation. With Q2 2025 earnings out, the stock was down about 8% , amid concernsI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my research here.Analyst’s Disclosure:I/we have no stoc ...

Core Insights - True value in investments is derived from growth rather than short-term gains, emphasizing the importance of a long-term perspective [1] - Great businesses provide significant societal value and demonstrate durability, which is a key factor in their valuation [1] - Companies that offer products and services significantly superior to competitors are positioned for substantial growth [1] Business Characteristics - Selection, convenience, and value are critical attributes sought in businesses [1] - Durability acts as a multiplier for value, with a preference for non-cyclical businesses [1] - The ability to innovate and maintain competitive advantages through unique product features is essential [1] Revenue and Structure - Companies should aim to develop multiple revenue streams and possess anti-fragile business structures [1] - Complex operations can be advantageous, particularly if the business can recover from adversities [1] - Uniqueness is identified as the primary driver of value [1] Cost and Investment Strategy - Low costs associated with maintaining existing business operations allow for high leverage in reinvestment and growth [1] - Minimal marketing expenditures are required for sustainable growth [1] - Trust and network effects are valuable indicators of a company's durability [1] Management and Leadership - Effective management is crucial, with a preference for executives who have aligned interests and a strong focus on the business [1] - Companies led by seasoned CEOs, founders, or family businesses are favored [1] - A culture that empowers employees and attracts talent is indicative of a good business [1] Market Timing and Investment Philosophy - The best investment opportunities arise when negative news is already priced in, revealing true value [1] - Companies that initiate layoffs may signal a turning point where real value becomes apparent [1] - A strategy of buying more shares during price declines is recommended for long-term investors [1]

Core Viewpoint - The article discusses the potential market scenarios if the index falls below 2700 points, emphasizing the importance of strategic investment decisions during such times [5][10][11]. Market Analysis - The market has previously experienced significant fluctuations, with notable points being 6124 in 2007 and 1664 in 2008, as well as 5178 in 2015 and 2906 in 2016 [5][10]. - The current market level around 3500 points is considered low compared to the peak of 3731 points in February 2021, indicating a potential undervaluation [6][7]. Investment Strategy - If the market drops below 2700 points, the recommended strategy is to increase positions, regardless of the market's trajectory [11][12]. - The difference in approach depends on whether the market declines sharply or experiences a prolonged bull run followed by a correction [10][13]. - The article emphasizes that value investors focus on the act of buying at reasonable prices rather than short-term gains, highlighting the importance of patience in investment [13][14].