Core Viewpoint - The article aims to provide an updated analysis of Delivery Hero, reflecting on various developments since the last article published in February 2024, emphasizing a value investing approach focused on long-term potential rather than short-term market fluctuations [1]. Company Analysis - Delivery Hero is viewed through the lens of value investing, where the focus is on investing in great companies at a price below their intrinsic value to ensure a margin of safety [1]. - The author expresses a long-term investment philosophy, indicating that volatility is not perceived as a risk but rather as a factor to be understood when investing in businesses [1]. Investor Perspective - The article highlights the importance of understanding the businesses in which investments are made, rather than engaging in trading based on market emotions [1]. - Influential investors such as Warren Buffett, Charlie Munger, Peter Lynch, and Mohnish Pabrai are mentioned as inspirations for the author's investment philosophy [1].

I really like YouTube's thesis, and even though you can't invest directly in the company, you can do so through Alphabet ( GOOGL ) ( GOOG ). The whole story of consolidation, innovation, and adaptation toEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclo ...

Core Viewpoint - UBS is currently viewed as a better value opportunity compared to Commonwealth Bank of Australia Sponsored ADR based on various financial metrics and analyst outlooks [1][3][6] Group 1: Zacks Rank and Analyst Outlook - UBS has a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision trend, while CMWAY has a Zacks Rank of 4 (Sell), suggesting a less favorable outlook [3] - The improving analyst outlook for UBS makes it a more attractive option for investors [3] Group 2: Valuation Metrics - UBS has a forward P/E ratio of 18.86, significantly lower than CMWAY's forward P/E of 26.73, indicating UBS may be undervalued [5] - UBS's PEG ratio is 0.72, while CMWAY's PEG ratio is 9.44, further suggesting UBS's better valuation relative to its expected earnings growth [5] - UBS's P/B ratio stands at 1.51 compared to CMWAY's P/B of 3.6, reinforcing UBS's superior valuation metrics [6] Group 3: Value Grades - UBS holds a Value grade of B, while CMWAY has a Value grade of D, indicating UBS's stronger position in terms of value investment criteria [6]

Core Insights - The article emphasizes a strong foundation in fundamental analysis and the identification of undervalued companies with long-term growth potential [1] Group 1: Investment Philosophy - The investment approach combines value investing principles with a focus on long-term growth [1] - The strategy involves purchasing quality companies at a discount to their intrinsic value and holding them for the long term [1] - This approach allows for the compounding of earnings and shareholder returns over time [1]

Nike (NYSE: NKE ) has Q1 results of fiscal 2025 coming out on September 30 . A much-followed (even much-loved) stock for many, I thought I would chime in and share my view that it's better to err onI 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 ha ...

Group 1 - The research service "Asia Value & Moat Stocks" targets 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][2] - Autohome Inc. (NYSE: ATHM) is viewed positively, with an optimistic outlook on its future prospects due to discounting trends in the automotive sector and its channel strategy [1] Group 2 - The author of the investing group provides investment ideas specifically for the Hong Kong market, emphasizing deep value balance sheet bargains and wide moat stocks, along with monthly updates on watch lists [2]

Prosus N.V. ( OTCPK:PROSY ) ( OTCPK:PROSF ) is a leading e-commerce giant in Europe, India, and LATAM, with very impressive growth rates over the past few years. With significant tailwinds going forward, both from the company’sAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, ...

According to TipRanks, success rate of 77%: Copying Mario Silva's trades and holding each position for 1 Year would result in 76.92% of your transactions generating a profit, with an average return of 12.20% per rating. Here, you'll find high-quality articles that will offer information that I would like to find in any article about a stock in which I am interested to invest or if I am already holding it. My approach is to be focused on a fundamental standpoint and "buy & hold" for years. I like to invest, ...

Group 1 - Franchising has been a significant business model in the United States since the 1950s, allowing franchisees to utilize the franchisor's brand and expertise in exchange for royalties [1] - The article highlights the importance of identifying value in the market, particularly in small-cap stocks that offer asymmetric upside potential [1] - Sustainable high dividend yields are emphasized as a key focus for generating income through investments [1] Group 2 - The article discusses the characteristics that are desirable in a business, including insider buying, high insider ownership, and a history of free cash flow growth [1] - It mentions the potential for substantial catalysts that could lead to a turnaround in business performance or a high book value as important factors for investment consideration [1] - The investment philosophy is influenced by notable investors such as Warren Buffett and Peter Lynch, with a preference for long-term holding strategies [1]

Core Viewpoint - Genpact (G) is currently viewed as a better value opportunity compared to ServiceNow (NOW) based on various financial metrics and analyst outlooks [1]. Group 1: Zacks Rank and Analyst Outlook - Genpact has a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision trend, while ServiceNow has a Zacks Rank of 3 (Hold) [3]. - The earnings estimate revision activity for Genpact has been more impressive, suggesting a more favorable analyst outlook [3]. Group 2: Valuation Metrics - Genpact has a forward P/E ratio of 11.62, significantly lower than ServiceNow's forward P/E of 57.17 [5]. - The PEG ratio for Genpact is 1.26, while ServiceNow's PEG ratio is 2.40, indicating that Genpact is expected to grow earnings at a more favorable rate relative to its price [5]. - Genpact's P/B ratio is 2.78, compared to ServiceNow's P/B of 18.29, further highlighting Genpact's relative undervaluation [6]. - Based on these valuation metrics, Genpact earns a Value grade of A, while ServiceNow receives a Value grade of F [6].