Group 1 - The Value Lab focuses on long-only value investment ideas, aiming for a portfolio yield of approximately 4% and has performed well over the last five years by engaging in international markets [1][2] - The Value Lab provides members with real-time portfolio updates, 24/7 chat support, regular global market news reports, feedback on stock ideas, monthly new trades, quarterly earnings write-ups, and daily macro opinions [2] - The Valkyrie Trading Society consists of analysts sharing high-conviction, obscure developed market ideas that are downside limited and expected to yield non-correlated and outsized returns in the current economic environment [3]

Sirius XM is cheap, but for good reasons.Sirius XM (SIRI 1.85%) is one of the most polarizing stocks in the media space.On paper, it appears to be a classic value play: a sticky subscription business, substantial free cash flow, generous buybacks, and a solid dividend. Yet the market isn't buying it -- shares are down 34% in the last 12 months (as of writing), and sentiment remains firmly negative.So what's going on? Is Sirius XM genuinely undervalued -- or is it cheap for a reason?Let's break it down. The ...

Group 1 - The article discusses the investment outlook for GXO, highlighting a strong growth trajectory due to new business wins and improving fundamentals [1] - The author emphasizes a fundamentals-based approach to value investing, focusing on companies with long-term durability and robust balance sheets [1] - There is a critique of the misconception that low multiple stocks are inherently cheap, advocating for a focus on long-term growth rather than immediate price concerns [1] Group 2 - The article does not contain any disclosures related to stock positions or business relationships with the companies mentioned [2] - It clarifies that past performance does not guarantee future results and that no specific investment advice is provided [3]

Group 1 - Ryder Systems' stock price has increased by over 20% since the initial coverage, outperforming the S&P 500, which returned less than 10% [1] - The analysis emphasizes a value investing approach, focusing on high-quality, mid and small-cap companies [1] - The author utilizes data analytics skills to identify promising investment opportunities from SEC filings and other data sources [1] Group 2 - The article does not contain any stock, option, or derivative positions related to the companies mentioned [2] - The opinions expressed in the article are solely those of the author and do not reflect the views of Seeking Alpha as a whole [3]

Core Insights - The report on Valaris Limited (NYSE: VAL) highlights the company's potential prospects in the current market scenario, focusing on extracting value from its operations [1]. Company Focus - The analysis emphasizes a preference for companies with sustained free cash flows, low leverage, and sustainable debt, particularly those in distress with high recovery potential [1]. - Valaris Limited is positioned within the oil and gas sector, which is often overlooked by the market, presenting opportunities for value investment [1]. Investment Strategy - The investment strategy targets companies in emerging markets that exhibit high margins and solid pro-shareholder attitudes, including consistent buyback programs and dividend distributions [1]. - The report aims to provide insights that add value to individual investment decisions within the Seeking Alpha community [1].

Group 1 - The Invesco Large Cap Value ETF (PWV) focuses on a value investment strategy, holding 50 stocks primarily in the financial services and energy sectors [1] - The fund maintains a significant bias towards financial services and energy, indicating a concentrated investment approach [1]

Group 1 - The article focuses on the Asia Value & Moat Stocks research service, which targets value investors looking for Asia-listed stocks with significant discrepancies between price and intrinsic value [1] - The service emphasizes deep value balance sheet bargains, such as net cash stocks and low price-to-book (P/B) stocks, as well as wide moat stocks that represent high-quality businesses [1] - The author provides a range of watch lists with monthly updates, particularly concentrating on investment opportunities in the Hong Kong market [1]

For in-depth and deep dive research on the casino and gmaing sector, subscribe to The House Edge . New: Free excerpts from our book in progress "The Smartest ever Guide to Gaming Stocks" - free to existing members and new subscribers.Boyd Gaming (NYSE: BYD ) has four divisions: US, International, UK, and Ireland. The US brand represented 40% of the total 2024 revenue (37% for iGaming). There remains on Seeking Alpha and other sites a skepticism as to whether BYD made a smart choice byHoward Jay Klein has 30 ...

As 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, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies ...

So, while growth has outperformed value so far this year, our next guest says that it's time to move away from large cap tech stocks. He sees better value in midcaps. And here to explain why is Vahan John Jingen.He's chief investment officer at Grant Wealth Management. Joins us now. Vahan, it's great to have you on.And let's start right there. Why midcaps. Why now.Hi, Morgan. Um, okay. So first thing I would say is that um for the past hundred years um until about 2008 value has outperformed growth and smal ...