“Time out.” I yelled it with a hint of disgust. I didn’t even have to make eye contact with my assistant coach—we were on the same page.We’d just watched the second air-ball three-pointer of the second half.“Get in there for Reese.”Reese shrugged and jogged off the court. I grabbed him lovingly by the shoulders. “Hey buddy — do you know why you’re out?”He nodded slowly. “Because…I…shot… a…three…pointer.”“And what did I just say in the huddle?”“…To…not…shoot…three…pointers.”I patted him on the shoulder. Rees ...

Core Viewpoint - Innovative Industrial Properties (IIPR) received a 'strong buy' rating despite its shares trading in the high triple digits, indicating a potential misalignment between market perception and intrinsic value [1]. Group 1: Company Insights - The investment strategy focuses on identifying Real Estate Investment Trusts (REITs) that are currently out-of-favor, suggesting a contrarian approach to investing [1]. - The analysis emphasizes the importance of fundamental economic insights to assess the true intrinsic value of stocks, which is crucial for long-term investment decisions [1]. Group 2: Market Context - The article reflects a broader trend in the market where certain stocks, like IIPR, may be undervalued despite high trading prices, presenting potential investment opportunities [1].

I guess many of us will agree that we ended last week’s trading on a high note, because if you took in the market’s print, the Nasdaq ( NDX ) ( QQQ ) finished up almost 0.9%, with theJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha we ...

When we talk about Medical Properties Trust ( MPT ), discussions tend to become heated very quickly. I can't say that I am not contributing to this sentiment. Then again, I feel that there is too muchI'm Luuk Wierenga, an economics teacher from the Netherlands with a strong passion for income investing. My investment journey began during the COVID-19 pandemic, and since then, I've specialized in identifying Real Estate Investment Trusts (REITs) that are temporarily out-of-favor with Mr. Market. As an educat ...

For me to say that the market has not been prepared for the upheavals that are taking place in the private creditJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My picks have consistently demonstrated market o ...

Core Viewpoint - The article focuses on the investment strategy of identifying undervalued Real Estate Investment Trusts (REITs) and emphasizes a long-term contrarian approach to investing in the real estate sector [1]. Group 1: Company Insights - Armada Hoffler Properties (AHH) is mentioned as a specific company of interest, although the article does not provide detailed quarterly results for Q4 2025 [1]. - The author has a beneficial long position in AHH shares, indicating confidence in the company's future performance [2]. Group 2: Industry Insights - The article highlights the importance of fundamental economic insights in assessing the intrinsic value of stocks within the REIT sector [1]. - The investment strategy is characterized by a focus on deep-value opportunities, particularly in the context of market fluctuations and temporary disfavor [1].

It’s been a messy start to the year, and yet stocks are up and investors are bullish, with global fund managers sitting on near-record low levels of cash. That’s a warning sign for contrarian investors - but what happens next? https://t.co/hkY7VPSAJS ...

Core Insights - Altria is recognized as an impressive company based on several important financial metrics, although it has a significant flaw [1] Group 1: Investment Philosophy - The investor emphasizes a fundamental approach to stock selection, inspired by renowned investors like Graham, Buffett, and Lynch [1] - The strategy focuses on value prioritization, often leading to contrarian investment decisions [1] - The investor seeks undervalued assets, income opportunities, and underpriced growth prospects, avoiding small-cap or speculative investments [1] Group 2: Investor Motivation - The motivation for writing on Seeking Alpha is to share knowledge and improve both the writer's and readers' investment skills [1]

Economic Overview - The Chinese economy is perceived to be in a precarious position, influenced by ongoing geopolitical tensions and macroeconomic issues such as excessive price wars [1] Investment Strategy - The investment approach focuses on cash flow and fundamentals, emphasizing the importance of intrinsic value over mere price movements [1] - A contrarian strategy is adopted, targeting stocks that are overlooked or deemed risky by institutional investors [1] Analysis Methodology - The analysis process involves thorough due diligence, including scrutiny of macro-events, news, and financial statements to assess intrinsic value [1] - Valuation methods employed include Discounted Cash Flow (DCF), Residual Income Model (RIM), or Dividend Discount Model (DDM) [1] - Active monitoring of investment theses is conducted, with updates provided as financial results are released [1]

Group 1 - Michael Burry's recent post on Bitcoin patterns has sparked debate about whether it serves as a warning or a roadmap for investors [1][2] - The chart shared by Burry illustrates historical boom-bust cycles in Bitcoin, indicating potential for recovery despite current bearish sentiment [2][5] - The investment community is divided, with macro bulls like Bill Miller optimistic about Bitcoin's future, while others like Ray Dalio view it as a limited form of money [3][4] Group 2 - Current market sentiment is bearish, with ETF outflows and pressure on miners, yet Burry's chart could shift narratives towards potential recovery [5] - If investors interpret Burry's insights as a sign of possible recovery, it may lead to contrarian buying behavior that could drive prices up [5]