Power Solutions International, Inc. ( PSIX ) lost over a third of its market capitalization since hitting the September high of $121 per share and has now entered deep value territory. The stock is trading atI am always on the lookout for GARP (Growth At a Reasonable Price) and turnaround stocks, in the dirt and under the rocks. Valuation matters and is the foundation of my stock picking strategy. Following me will allow you to read about stocks with limited downside and unlimited upside.My name is Akim and ...

Power Solutions International Inc. ( PSIX ) lost over a third of its market capitalization since hitting the September high of $121 per share and has now entered deep value territory. The stock is trading atI am always on the lookout for GARP (Growth At a Reasonable Price) and turnaround stocks, in the dirt and under the rocks. Valuation matters and is the foundation of my stock picking strategy. Following me will allow you to read about stocks with limited downside and unlimited upside.My name is Akim and ...

Core Insights - Strategy Inc. (MSTR), formerly known as MicroStrategy, operates as a unique entity that combines investments in Bitcoin (BTC) and artificial intelligence (AI) through its analytics software business [1] Group 1: Company Overview - The company is primarily recognized as a Bitcoin treasury company, indicating a significant focus on holding and managing Bitcoin assets [1] - Strategy Inc. also maintains its original analytics software business, which contributes to its diversified revenue streams [1] Group 2: Investment Strategy - The investment approach emphasizes GARP (Growth At a Reasonable Price) and turnaround stocks, highlighting a focus on valuation as a key component of stock selection [1] - The strategy aims to identify stocks with limited downside potential and significant upside opportunities, reflecting a cautious yet optimistic investment philosophy [1]

Group 1 - ONEOK Inc. (OKE) is identified as a value play with a PEG ratio of 1x, indicating it is also a growth stock with an average growth rate of 28% [1] - The investment strategy focuses on GARP (Growth At a Reasonable Price) and turnaround stocks, emphasizing the importance of valuation in stock selection [1] - The company is highlighted for having limited downside potential while offering unlimited upside opportunities [1] Group 2 - The author of the article is a professional portfolio manager with a background in business studies from multiple countries [1] - The article is independent and reflects the author's personal investment opinions and decisions [2]

Company Overview - ATI Inc. is positioned as an attractive opportunity within the aerospace and defense sector, benefiting from increased defense spending by the Trump administration, particularly in the U.S. [1] Investment Strategy - The focus is on identifying GARP (Growth At a Reasonable Price) and turnaround stocks, emphasizing the importance of valuation as a foundation for stock selection [1] Market Context - The aerospace and defense segment is experiencing significant sector tailwinds due to government spending initiatives, which may enhance growth prospects for companies like ATI Inc. [1]

Core Viewpoint - The focus is on identifying GARP (Growth At a Reasonable Price) and turnaround stocks, emphasizing the importance of valuation in stock selection [1] Group 1 - The portfolio manager operates independently and has a publicly available portfolio on eToro, showcasing investment opinions and decisions [1] - The manager has a diverse educational background, having studied in France, the U.S., and Russia [1] Group 2 - There is a potential intention to initiate a long position in SSRM within the next 72 hours, indicating a strategic interest in this stock [2] - The article expresses personal opinions and does not involve compensation from companies mentioned [2]

Core Viewpoint - The focus is on identifying GARP (Growth At a Reasonable Price) and turnaround stocks, emphasizing the importance of valuation in stock selection [1] Group 1 - The portfolio manager operates independently and has a publicly available portfolio on eToro, showcasing investment opinions and decisions [1] - The manager has a diverse educational background, having studied in France, the U.S., and Russia [1] Group 2 - There is a potential intention to initiate a long position in SSRM within the next 72 hours, indicating a strategic interest in this stock [2] - The article expresses personal opinions and does not involve compensation from companies mentioned [2]

Industry Overview - Gold has been in a bull market for almost two years, with gold miners experiencing a catch-up rally since early 2025 [1] - Gold miners have generally underperformed the commodity itself, indicating potential investment opportunities in this sector [1] Investment Strategy - The focus is on GARP (Growth At a Reasonable Price) and turnaround stocks, emphasizing the importance of valuation in stock selection [1] - The investment strategy aims to identify stocks with limited downside and unlimited upside potential [1] Analyst Background - The analyst is a professional portfolio manager with a decade of experience in investment funds, based in Luxembourg [1] - The analyst has a diverse educational background, having studied in France, the U.S., and Russia [1] - The analyst operates independently and shares investment opinions and decisions through a publicly available portfolio on eToro [1]

Core Insights - Alphabet Inc. (GOOG, GOOGL) has been experiencing strong momentum with a series of positive developments over recent months [1] Company Overview - The company is viewed favorably by shareholders, with one individual noting an average entry price of $185 per share [1] - The focus is on identifying GARP (Growth At a Reasonable Price) and turnaround stocks, emphasizing the importance of valuation in stock selection [1] Investment Strategy - The investment strategy is centered around stocks that present limited downside risk and significant upside potential [1] - The portfolio manager has a background in business studies across multiple countries, indicating a diverse educational foundation [1] Market Position - The company is highlighted as a popular choice among investors, with the portfolio manager being recognized as a Popular Investor on the eToro platform [1]

Core Insights - Alphabet Inc. (GOOG, GOOGL) has experienced significant positive momentum recently, driven by a series of favorable developments [1] Group 1: Company Performance - The company has been highlighted as a potential GARP (Growth At a Reasonable Price) investment, indicating a focus on stocks that offer growth potential without excessive valuation [1] - The average entry price for shareholders is noted at $185 per share, suggesting a strong interest in maintaining a favorable investment position [1] Group 2: Analyst Background - The article is authored by a professional portfolio manager with extensive experience in investment funds, indicating a level of expertise in stock analysis [1] - The author has a publicly available portfolio on eToro, showcasing transparency in investment opinions and decisions [1]