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Matthews International: SGK Proceeds Split In Deleveraging, Dividend, And Bolt-On
Seeking Alpha· 2025-08-07 13:50
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]