Merck (NYSE: NYSE: MRK ) is yet another pharmaceutical company that has been on my radar as the industry has grappled with a wide decline since 2024 . With that in mind and theAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been unloved for unjus ...

Group 1 - Salesforce, Inc. is a leading company in cloud-based software, highlighted by its prominent Salesforce tower in San Francisco [1] - The company is recognized for its comprehensive suite of services, catering to various business needs [1] - The focus of the analysis is on identifying undervalued companies with strong fundamentals and cash flows, particularly in sectors like Oil & Gas and consumer goods [1] Group 2 - The analysis emphasizes long-term value investing while also exploring potential deal arbitrage opportunities in various sectors [1] - The author expresses a preference for businesses that are easily understandable, avoiding high-tech and certain consumer goods sectors [1] - There is a clear skepticism towards investing in cryptocurrencies, indicating a focus on traditional investment avenues [1]

Core Insights - Eric Jackson, a vocal supporter of Opendoor Technologies, aims to create a "mini-Berkshire" for retail investors, drawing parallels to Warren Buffett's investment philosophy [1][2][4] - Jackson believes that Opendoor stock could reach a valuation of $82 per share by 2028, indicating a potential upside of nearly 4,000% from current levels [5] - The stock has experienced significant volatility, with an increase of over 800% from its lows, and Jackson advises investors to remain patient [6] Group 1 - Jackson's ambition to establish a "mini-Berkshire" suggests a focus on long-term value investing, similar to Berkshire Hathaway's strategy [2][4] - The concept aims to democratize investment opportunities for retail investors, allowing them access to a diversified holding company model [5] - Jackson's optimistic valuation of Opendoor stock is based on its forward enterprise value-to-revenue ratio [5] Group 2 - The investment philosophy promoted by Jackson aligns with the principles of buying solid companies at low valuations [4] - Jackson's encouragement for investors to be patient reflects a long-term investment mindset, akin to the strategies employed by successful investors like Buffett [6] - The stock's dramatic price movements highlight the inherent volatility in the market, emphasizing the need for a disciplined investment approach [6]

Core Insights - Energy Transfer (ET) has reported its Q2 earnings, highlighting its status as a significant and long-standing investment for the author, who expresses a strong affinity for the company [1] Company Analysis - Energy Transfer is characterized as an undervalued company within the energy sector, particularly in Oil & Gas, with strong fundamentals and good cash flows [1] - The company has been identified as a long-term value investment, appealing to investors looking for substantial returns in sectors that are often overlooked [1] Investment Strategy - The author emphasizes a focus on long-term value investing while also exploring potential deal arbitrage opportunities in various sectors [1] - There is a clear preference for investing in companies with understandable business models, avoiding high-tech and certain consumer goods sectors [1]

Group 1 - CoreWeave, Inc. has reported a 420% year-over-year quarterly sales growth in Q1 2025, indicating strong momentum in its operations [1] - The company has a substantial backlog of $25.9 billion, positioning itself as a leader in AI-native cloud infrastructure [1] - The investment approach focuses on long-term value and strategic growth, emphasizing market psychology, business durability, and valuation discipline [1] Group 2 - The company specializes in technology sectors, particularly in software, semiconductors, and emerging innovations [1] - CoreWeave is identified as having scalable models and durable moats, with narratives that may be misunderstood by the market [1] - The research highlights that investing success is a nonlinear process influenced by cycles and constant recalibration [1]

Group 1 - Enbridge (ENB) is identified as a critical energy infrastructure giant based in Canada, operating a vast network of pipelines for crude transportation [1] - The focus is on analyzing undervalued and disliked companies or industries with strong fundamentals and good cash flows, particularly in the Oil & Gas sector [1] - The article emphasizes long-term value investing while acknowledging the potential for deal arbitrage in various sectors [1] Group 2 - The author expresses a preference for companies that are easy to understand, avoiding high-tech and certain consumer goods sectors [1] - There is a clear skepticism towards investments in cryptocurrencies, indicating a focus on traditional sectors [1] - The aim is to connect with like-minded investors through Seeking Alpha, sharing insights and building a collaborative community [1]

Group 1: Company Overview - Canadian Natural Resources (CNQ) is one of the largest independent oil and gas producers in Canada, with a significant asset base primarily located in Western Canada [1] Group 2: Investment Focus - The analysis emphasizes a focus on undervalued and disliked companies or industries with strong fundamentals and good cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - The investment strategy includes long-term value investing while also exploring potential deal arbitrage opportunities [1] Group 3: Market Sentiment - The article highlights a shift in sentiment towards companies like Energy Transfer, which were previously overlooked but now present substantial investment opportunities [1]

Company Overview - Keysight Technologies Inc. is perceived to be overvalued at its current price, indicating a potential for a market correction soon [1]. Analyst Perspective - The analysis reflects a cautious outlook on Keysight Technologies, suggesting that current market enthusiasm may not be justified [1]. Investment Strategy - The investment approach focuses on identifying companies with strong fundamentals and competitive advantages, particularly in sectors like technology, healthcare, consumer goods, and industrials [1]. Community Engagement - The analysis aims to connect with like-minded investors and provide insights that contribute to thoughtful discussions about market dynamics [1].

Group 1 - The article introduces "The Buy Side" as a new contributing analyst to Seeking Alpha, emphasizing the opportunity for individuals to share investment ideas and get published [1] - "The Buy Side" focuses on long-term value investing, utilizing a disciplined, fundamentals-driven approach to identify undervalued businesses [2] - The mission of "The Buy Side" is to build and preserve generational wealth by investing in high-quality companies at attractive prices, particularly in resilient sectors [2] Group 2 - The investment strategy involves screening around 10,000 publicly listed companies to find dominant players with strong free cash flows and shareholder-aligned management teams [2]

Core Insights - The article introduces a new contributing analyst to Seeking Alpha, highlighting their background in finance and investment analysis, particularly in long-term value investing [1]. Group 1 - The analyst has a generalist background covering various sectors including technology, utilities, and retail [1]. - The analyst holds a Master of Science in Finance with a specialization in valuation and is pursuing CFA charterholder status [1]. - The blog created by the analyst aims to document and share insights on uncovering value in businesses, emphasizing a long-term investment philosophy [1].