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 Valkyrie Trading Society is a team of analysts that shares high conviction investment ideas in developed markets, emphasizing downside protection and potential for non-correlated, outsized returns [2] - The Value Lab provides members with real-time portfolio updates, 24/7 chat support, regular market news reports, feedback on stock ideas, monthly new trades, quarterly earnings write-ups, and daily macroeconomic opinions [2]

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 ...

Thanks to our global coverage we've ramped up our global macro commentary on our marketplace service here on Seeking Alpha, The Value Lab . We focus on long-only value ideas, 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, us at the Value Lab might be of inspiration.The iSh ...

Group 1 - The company Thales (THLEF) is experiencing growth driven by solutions sales rather than aftermarket sales, which is deferring potential margin increases from higher aftermarket contributions [2] - The focus on higher-margin solutions, such as avionics, is expected to enhance profitability in the long term [2] Group 2 - The Valkyrie Trading Society is a team of analysts that share high conviction investment ideas in developed markets, aiming for downside protection and non-correlated returns [2] - The Value Lab, led by the Valkyrie Trading Society, offers a portfolio with real-time updates, 24/7 chat support, and regular market news reports to its members [2]

Group 1 - TeamViewer SE (TMVWF) experienced a relief rally as proforma topline guidance was released ahead of a fuller report expected on February 10th [2] - The Valkyrie Trading Society, a team of analysts, focuses on high conviction and obscure developed market ideas that are downside limited and likely to generate non-correlated and outsized returns [2] - The Value Lab offers members a portfolio with real-time updates, 24/7 chat support, regular global market news reports, feedback on member stock ideas, new trades monthly, quarterly earnings write-ups, and daily macro opinions [2] Group 2 - The company has a beneficial long position in TeamViewer shares through German exchanges, indicating confidence in the stock's performance [3]

Group 1 - The Value Lab focuses on long-only value investment ideas, aiming for a portfolio yield of approximately 4% and has performed well over the last five years by engaging in international markets [1][2] - The Valkyrie Trading Society consists of analysts who share high conviction investment ideas in developed markets, targeting downside protection and non-correlated, outsized returns in the current economic environment [2] - The Value Lab provides members with real-time portfolio updates, 24/7 chat support, regular market news reports, feedback on stock ideas, monthly new trades, quarterly earnings write-ups, and daily macroeconomic opinions [2]

Core Insights - 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 Valkyrie Trading Society, part of The Value Lab, emphasizes high conviction and obscure developed market ideas that are expected to yield non-correlated and outsized returns in the current economic climate [2] Group 1 - The Value Lab has successfully navigated international markets over the past five years, enhancing its global macro commentary and investment strategies [1] - The investment group provides members with real-time portfolio updates, 24/7 chat support, regular market news reports, and feedback on stock ideas [2] Group 2 - The analysts involved in The Value Lab are long-only investors, focusing on downside-limited opportunities [2]

Group 1 - Mazda Motor Corporation is facing operational challenges in the U.S. primarily due to tariffs, which have negatively impacted its latest results [2] - The company is part of a broader investment strategy that focuses on long-only value ideas, aiming for a portfolio yield of about 4% [1] - The Valkyrie Trading Society, associated with Mazda, shares high conviction investment ideas that are downside limited and likely to generate non-correlated returns in the current economic environment [2]

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 Valkyrie Trading Society, a team of analysts, shares high conviction investment ideas that are downside limited and expected to yield non-correlated and outsized returns in the current economic environment [2] - The Value Lab provides members with real-time updates, 24/7 chat support, regular global market news reports, feedback on stock ideas, monthly new trades, quarterly earnings write-ups, and daily macro opinions [2]

Group 1 - Valhi, Inc. (VHI) is facing challenges due to lower TiO2 prices, which significantly impact its business despite a positive effect from consolidating a business after a joint venture buyout [2] - The Valkyrie Trading Society is a team of analysts focused on high conviction and obscure developed market ideas, aiming for downside-limited investments that can generate non-correlated and outsized returns in the current economic environment [2] - The Value Lab offers a portfolio with real-time updates, 24/7 chat support, regular global market news reports, feedback on member stock ideas, new trades monthly, quarterly earnings write-ups, and daily macro opinions [2]