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TFS Financial: Huge Bargain At 7x Earnings With An 8%+ Dividend Yield (NASDAQ:TFSL)
Seeking Alpha· 2025-11-17 17:50
Group 1 - TFS Financial (TFSL) is identified as the largest mutual holding company in the market, trading at a low valuation of 7 times run-rate earnings and 39% of book value [1] - The focus of the investment strategy is on high return on equity and high free cash flow stocks that have a proven track record of compounding earnings at rates higher than the market [1] - The investment group aims to provide 2-4 new high-quality investment ideas each month, which have historically yielded returns significantly above benchmark levels [1] Group 2 - The leader of the investment group, Thomas Lott, has over 30 years of financial experience and follows a value investing approach inspired by Graham and Dodd/Buffett [1] - The investment group offers features such as an exclusive portfolio of compounders, live chat, and direct access for inquiries [1]
TFS Financial: Huge Bargain At 7x Earnings With An 8%+ Dividend Yield
Seeking Alpha· 2025-11-17 17:50
Core Insights - TFS Financial (TFSL) is identified as the largest mutual holding company in the market, trading at a low valuation of 7 times run-rate earnings and 39% of book value [1] Group 1: Company Overview - TFS Financial is based in Cleveland, Ohio, and is recognized for its significant position in the banking sector as a mutual holding company [1] - The company is noted for its attractive valuation metrics, which include a low price-to-earnings ratio and a substantial discount to book value [1] Group 2: Investment Strategy - The investment approach emphasizes high return on equity and high free cash flow, focusing on companies with a proven track record of compounding earnings at rates higher than the market [1] - The investment group, Cash Flow Compounders, aims to identify high-quality equities that are undervalued, providing 2-4 new investment ideas each month [1]
Adobe Falls Despite Beat And Raise Quarter
Seeking Alpha· 2025-06-13 17:32
Core Insights - The focus is on identifying high-quality stocks with attractive valuations, particularly those with high return on equity and free cash flow, which have a proven track record of compounding earnings at rates higher than market averages [1][2]. Group 1: Company Analysis - Adobe (ADBE) was highlighted for its growth, which remains at or above peer averages, while its valuation is significantly cheaper compared to its peers [1]. - The investment group aims to find the best companies globally that are trading at attractive valuations, featuring an exclusive portfolio of compounders and providing 2-4 in-depth new ideas each month [2]. Group 2: Leadership and Strategy - The investment group is led by Thomas Lott, who has over 30 years of financial experience and follows a Graham and Dodd/Buffett style of investing, focusing on high-quality equities [2].
Valuing Alphabet On A Sum Of The Parts Basis, Assuming Search Stops Growing
Seeking Alpha· 2025-05-07 20:41
Thanks for reading! We look for high-quality stocks trading at attractive valuations in our Marketplace service entitled Cash Flow Compounders: The Best Stocks in the World. Our focus is high return on equity, high free cash flow stocks with a proven track record in compounding earnings at higher than market rates. There we provide in depth research, with 2-4 new, high-quality ideas per month. Our ideas have earned returns well above benchmark levels over many years. Look to subscribe before we raise prices ...