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Brookfield Business Partners: Still Waiting For The Return Of PE (NYSE:BBU)
Seeking Alpha· 2025-10-10 08:38
If you thought our angle on this company was interesting, you may want to check out our idea room, The Value Lab . We focus on long-only value ideas of interest to us, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, our gang could help broaden your horizons and give some in ...
SHV: Appraising Yield Curve Risks Clouded By Shutdown
Seeking Alpha· 2025-10-08 07:15
Group 1 - The Value Lab focuses on long-only value investment strategies, aiming to identify mispriced international equities with a target portfolio yield of approximately 4% [1][2] - The iShares Short Treasury Bond ETF (SHV) is highlighted as a low-duration investment option, similar to the iShares Floating Rate Bond ETF (FLOT), which has a slightly longer duration [2] - The Valkyrie Trading Society consists of analysts who share high-conviction investment ideas in developed markets, emphasizing downside protection and the potential for non-correlated, outsized returns in the current economic climate [3]
PepGen: DMD Discontinued, Ways To Go With DM1
Seeking Alpha· 2025-10-07 22:38
Group 1 - PepGen Inc. (NASDAQ: PEPG) has reported strong mean splicing correction data from its DM1 treatment in phase 1 trials, which is currently progressing to phase 2 [2] - The Value Lab focuses on long-only value investment ideas, aiming for a portfolio yield of approximately 4% and has seen success over the past five years by engaging in international markets [1] - The Valkyrie Trading Society consists of analysts sharing high conviction investment ideas that are downside limited and expected to yield non-correlated and outsized returns in the current economic environment [3]
Vistry Stock: Labour Ambitious About Affordable Housing (BVHMF)
Seeking Alpha· 2025-09-27 11:45
If you thought our angle on this company was interesting, you may want to check out our idea room, The Value Lab . We focus on long-only value ideas of interest to us, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, our gang could help broaden your horizons and give some in ...
Matthews International: SGK Proceeds Split In Deleveraging, Dividend, And Bolt-On
Seeking Alpha· 2025-08-07 13:50
Group 1 - Matthews International (NASDAQ: MATW) reported earnings with notable performance in the Industrial Technologies segment, particularly in warehouse automation, which has shown signs of recovery [2] - The company is part of an investment group called The Value Lab, which focuses on long-only value investment strategies and aims for a portfolio yield of approximately 4% [1][2] - The Valkyrie Trading Society, another analytical team, emphasizes high conviction and obscure developed market ideas that are expected to yield non-correlated and outsized returns in the current economic climate [3] Group 2 - The Value Lab provides members with real-time portfolio updates, 24/7 chat support, regular global market news, feedback on stock ideas, monthly new trades, quarterly earnings write-ups, and daily macro opinions [2]
Angi: Finally Back To Growth In Proprietary Channel
Seeking Alpha· 2025-08-06 22:16
If you thought our angle on this company was interesting, you may want to check out our idea room, The Value Lab . We focus on long-only value ideas of interest to us, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, our gang could help broaden your horizons and give some in ...
Nippon Sanso Holdings Corporation: Electricity Prices Down, End Prices Up
Seeking Alpha· 2025-07-21 17:02
Core Insights - Nippon Sanso Holdings Corporation (NSH) is experiencing decent results due to higher pricing strategies, even with a slight sacrifice in volumes, leading to satisfactory profit margins [2] Group 1: Company Performance - NSH is achieving higher pricing which is positively impacting their profitability despite a reduction in sales volume [2] - The company is part of an investment group called The Value Lab, which focuses on long-only value investment strategies [2] Group 2: Investment Strategies - The Value Lab offers members a portfolio with real-time updates, 24/7 chat support, regular global market news, feedback on stock ideas, monthly new trades, quarterly earnings write-ups, and daily macroeconomic opinions [2] - The Valkyrie Trading Society, another investment group, shares high conviction and obscure developed market ideas that are expected to generate non-correlated and outsized returns [3]
IUSG: Reinflation Appears, Cost Of Capital Risk To Horizon Values
Seeking Alpha· 2025-07-15 20:31
Group 1 - The Value Lab focuses on long-only value investment strategies, aiming to identify mispriced international equities with a target portfolio yield of approximately 4% [1] - The iShares Core S&P U.S. Growth ETF (IUSG) is noted for its low expense ratios and high correlation with major indices, aligning closely with iShares ETFs that track the S&P 500 [2] - The Valkyrie Trading Society consists of analysts who share high conviction investment ideas in developed markets, emphasizing downside protection and potential for outsized returns in the current economic climate [3]
Piper Sandler: Liberation Day Should Lift Brokerage In Q2
Seeking Alpha· 2025-06-07 14:14
Group 1 - The Value Lab focuses on long-only value investment ideas, targeting international mispriced equities with a portfolio yield of approximately 4% [1][2] - Piper Sandler reported a decent quarter, with Q1 benefiting from volatility in the brokerage business, and Q2 expected to continue this trend [2] - The Valkyrie Trading Society consists of analysts sharing high conviction investment ideas that are downside limited and likely to yield non-correlated and outsized returns in the current economic environment [3]
Scholastic Stock: Suzanne Collins Will Boost Q4, But Challenges Remain
Seeking Alpha· 2025-03-30 17:00
If you thought our angle on this company was interesting, you may want to check out our idea room, The Value Lab . We focus on long-only value ideas of interest to us, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, our gang could help broaden your horizons and give some in ...