Deep-Value Investment

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Norwegian Cruise Line: Deep-Value Buy Thesis Remains Compelling - Reiterate Buy
Seeking Alpha· 2025-07-18 14:00
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...
Valeura Energy: With Payback As Short As 24 Months, Each 'No Surprises' Quarter Is A Gift
Seeking Alpha· 2025-07-16 17:55
Valeura Energy ( OTCQX:VLERF ) is a deep-value idea initially covered here . In this post, I will go deeper into the value drivers of the company, which, although intuitive in a certain way, also hint at the potentialStriving to compound knowledge. Long-time fan of Warren and Charlie. Always invert. "To finish first, you must first finish". Investing own and family funds for +20 years. Senior finance roles at public and private corporations for most of that time.Analyst’s Disclosure:I/we have a beneficial l ...