Core Insights - The investor adopts a contrarian investment style, focusing on high-risk, illiquid options and shares, with a balanced portfolio of approximately 50% in each [1] - The investment strategy is centered around identifying stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insider buying is observed at lower prices [1] - Fundamental analysis is employed to assess the health of companies, including leverage and financial ratios compared to sector and industry averages [1] - Technical analysis is utilized to determine optimal entry and exit points, using multicolor lines for support and resistance levels on weekly charts [1] Investment Strategy - The investor's timeframe for holding positions ranges from 3 to 24 months [1] - A thorough screening process is conducted to filter through thousands of stocks, primarily in the US, with occasional investments in less stable markets [1] - Professional background checks are performed on insiders who purchase shares following sell-offs, adding an additional layer of due diligence [1] Analytical Approach - The use of fundamental analysis focuses on company health, leverage, and financial ratios [1] - Technical analysis involves drawing trend lines and identifying support and resistance levels to optimize trading decisions [1] - The investor expresses a strong preference for straightforward communication, avoiding jargon and unnecessary complexity in investment discussions [1]

Core Insights - The shipping industry has demonstrated significant market outperformance over the past decade, with Value Investor's Edge (VIE) achieving an internal rate of return (IRR) of 38.7% and cumulative returns exceeding 25 times [1][2] - VIE's long-only model portfolios have outperformed the S&P 500 by 75% in 2022 and produced an average annualized return of 43% over the past 8 years [1][2] Industry Analysis - The report outlines four reasons why the shipping industry is particularly attractive heading into 2026, indicating a positive outlook for the sector [2] - VIE specializes in deep value research within maritime shipping, offshore energy, and energy infrastructure, led by a team of 11 analysts and data experts [2] Company Performance - VIE has consistently delivered strong performance since its launch in 2015, with long-only models outperforming broad market indices [1][2] - The research community at VIE includes over 750 members, providing exclusive analytics, research reports, and earnings coverage [2]

Core Insights - The investor adopts a contrarian investment style, focusing on high-risk, illiquid options and shares, with a balanced portfolio of approximately 50% in each [1] - The investment strategy involves identifying stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] - Fundamental analysis is employed to assess the health of companies, their leverage, and to compare financial ratios with sector and industry averages [1] - Technical analysis is utilized to optimize entry and exit points, using multicolor lines for support and resistance levels on weekly charts [1] Investment Strategy - The investor's timeframe for holding positions typically ranges from 3 to 24 months [1] - A professional background check is conducted on each insider who purchased shares after a recent sell-off to ensure credibility [1] - The investor screens through thousands of stocks, primarily in the US, but may also invest in companies from less stable economies [1]

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on deep value opportunities, particularly in stocks that have recently experienced sell-offs due to non-recurrent events, while also considering insider buying as a positive signal [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach between equity and derivatives [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] Stock Selection Criteria - Preference is given to stocks that have undergone a recent sell-off, particularly when there is insider buying at the new lower price, indicating potential recovery [1] - The investor screens through thousands of stocks, primarily in the US, but is open to owning shares in less stable markets, referred to as "banana republics" [1] - Professional background checks are conducted on insiders who purchase shares post-sell-off to ensure credibility and alignment with shareholder interests [1]

Group 1 - The article discusses the Asia Value & Moat Stocks research service aimed at value investors looking for Asia-listed stocks with significant discrepancies between price and intrinsic value, focusing on deep value balance sheet bargains and wide moat stocks [1] - The company's outlook is described as mixed, with its key "Mineral Resources" business facing pressure, but potential offset through value-accretive asset recycling moves [1] - The Value Pendulum is highlighted as an Asian equity market specialist with over a decade of experience, providing investment ideas particularly focused on the Hong Kong market [1]

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on deep value opportunities, particularly in stocks that have recently experienced sell-offs due to non-recurrent events, while also considering insider buying as a positive signal [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and return [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] Stock Selection Criteria - The investor screens for stocks that have undergone recent sell-offs, particularly when there is insider buying at the new lower price, indicating potential recovery [1] - Professional background checks are conducted on insiders who purchase shares post-sell-off, adding an additional layer of due diligence [1]

Core Insights - The article highlights the investment strategies and achievements of Paul Franke, a seasoned investor with 39 years of trading experience, emphasizing his contrarian stock selection style and the development of a system called "Victory Formation" for identifying stocks based on supply/demand imbalances [1] Group 1: Investment Strategies - Paul Franke recommends a diversified approach by owning at least 50 well-positioned stocks to achieve regular stock market outperformance [1] - The "Bottom Fishing Club" articles focus on deep value candidates or stocks that are experiencing significant upward momentum reversals [1] - The "Volume Breakout Report" articles discuss positive trend changes supported by strong price and volume trading actions [1] Group 2: Performance and Recognition - Franke was consistently ranked among the top investment advisors nationally during the 1990s and achieved the 1 position in the Motley Fool® CAPS stock picking contest in 2008 and 2009 out of over 60,000 portfolios [1] - As of September 2025, he was ranked in the Top 4% of bloggers by TipRanks® for 12-month stock picking performance based on suggestions made over the last decade [1] Group 3: Risk Management - Franke suggests investors implement stop-loss levels of 10% or 20% on individual stock choices to manage risk effectively [1]

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on deep value opportunities, particularly in stocks that have recently experienced sell-offs due to non-recurrent events, while also considering insider buying as a positive signal [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and potential returns [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] Stock Selection Criteria - Preference is given to stocks that have undergone a recent sell-off, particularly when there is insider buying at the new lower price, indicating potential recovery [1] - The investor screens through thousands of stocks, primarily in the US, but is open to owning shares in less stable markets, referred to as "banana republics" [1] - Professional background checks are conducted on insiders who purchase shares post-sell-off to ensure credibility and alignment with shareholder interests [1]

Core Insights - The article discusses the dual roles in technological revolutions, highlighting the visible protagonists and the invisible architects that shape the industry [1] Group 1: Economic Context - The author is an economist and independent investor based in Argentina, providing insights into a complex and dynamic market [1] - The research connects macroeconomic context with company-level valuation to identify long-term investment opportunities [1] Group 2: Investment Philosophy - The investment philosophy focuses on a deep-value approach with a long-term vision, targeting underfollowed or undervalued companies [1] - The strategy also includes established leaders when new opportunities or structural value emerge [1]

Investment Strategy & Asset Allocation - A great company isn't necessarily a great investment unless it fits an investor's plan, highlighting the importance of a tailored strategy [1] - Asset allocation should be tailored to personal goals, risk tolerance, and time horizon [2] - Time horizon is crucial when deciding asset allocation between stocks and less risky assets like bonds; shorter time horizons may warrant shifting to less risky assets [4][5] - Neither asset allocation nor overall strategy is static; it should evolve as life circumstances change [6] Investment Styles - Common investment philosophies include deep value investing, high-quality investing, growth investing, and dividend investing, each with different places in a portfolio [7][8] - Deep value investing focuses on companies priced significantly below their intrinsic value, even if they are not exceptional companies [9][10] - High-quality investing focuses on financially strong companies with competitive advantages, held for long-term compounding [11][12] - Growth investing targets companies with revenue growth outpacing the broader market, often in technology sectors, but with higher risk [12][13] - Dividend investing prioritizes recurring dividend payments for a steady income stream, typically from larger, more mature companies with less price volatility but slower capital appreciation [14][15]