Americold’s (NYSE:COLD) stock price is down 65% in the last five years. This sort of move is unusual for a business that's so necessary and stable in the long-term sense of the word. In any short window of time, cold storage volumes have vicissitudes, but over any long stretch of time, the trend is consistently up. The world has used significantly more cold storage each decade than the previous decade, and there's a strong consensus that we will use it even more going forward. This leads us to a juxtapositi ...

Group 1 - Roku is perceived more for its potential cyclicality rather than its exposure to online advertising trends, which may be creating a prolonged buying opportunity in the stock [1] - The company has several potential near-term catalysts that could influence its stock performance [1] Group 2 - Julian Lin, a financial analyst, focuses on finding undervalued companies with secular growth that appreciate over time, emphasizing strong balance sheets and management teams [1]