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 ...

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]

Group 1 - The company Worldline SA recently held its anticipated capital market day, where several announcements were teased during the last earnings report [2] - The stock of Worldline SA has continued to perform poorly, with a total portfolio decline of approximately -3% [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] Group 2 - The Value Lab, led by the Valkyrie Trading Society, 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 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] - Pure Cycle Corporation (PCYO) holds water rights that are leased to developers and industrial operators, generating revenue from wholesale water sales to local authorities [2] Group 2 - The Valkyrie Trading Society consists of analysts who share high conviction investment ideas that are expected to yield non-correlated and outsized returns in the current economic environment [2]

Group 1 - Worldline SA is currently facing challenges, but there is no expectation of significant further offboarding of high-risk business moving forward [2] - The overall merchant business is anticipated to stabilize, indicating a potential for recovery in the company's operations [2] - The Value Lab, an investment group, focuses on long-only value ideas and aims for a portfolio yield of approximately 4%, highlighting a strategy that may benefit investors looking for value opportunities [1][2] Group 2 - The Valkyrie Trading Society consists of analysts who share high conviction investment ideas that are expected to yield non-correlated and outsized returns in the current economic environment [3] - This society emphasizes downside protection in their investment strategies, which may appeal to risk-averse investors [3]

Group 1 - Moelis & Company (NYSE: MC) is expected to have a strong quarter on October 29th due to reports of significant deal activity, indicating a potential positive turnaround for the company [2] - The Value Lab focuses on long-only value investment strategies, 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 who share high-conviction investment ideas that are expected to yield non-correlated and outsized returns in the current economic environment [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] - Brookfield Business Partners L.P. will undergo a conversion of its units into shares of a new entity, which includes shares in Brookfield Business Corporation and other redemption exchange units [2] - The Valkyrie Trading Society consists of analysts who share high conviction investment ideas that are expected to yield non-correlated and outsized returns in the current economic environment, emphasizing a long-only investment strategy [3]