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Johnson Outdoors: Waiting For The Perfect NCAV Pitch (NASDAQ:JOUT)
Seeking Alpha· 2025-10-13 20:27
Company Overview - Johnson Outdoors (NASDAQ: JOUT) is a well-established company with a diverse portfolio of brands that have historically generated steady profits and cash flows [1] Investment Perspective - The current share price of Johnson Outdoors is not considered irresistibly cheap, indicating a cautious investment approach at this time [1] - The investment strategy focuses on deep value plays, utilizing net current asset value analysis and conservative discounted cash flow calculations [1] Analyst Background - The contributor has a background in computer science and works as an IT project manager, which enhances their understanding of technology investments [1] - The goal of the contributor is to summarize investment insights, educate others on value investing, and foster discussions among investors [1]
OraSure Technologies: Historically Cheap
Seeking Alpha· 2025-04-30 19:47
I last wrote about OraSure Technologies (NASDAQ: OSUR ) in November of 2024. At the time, the company's shares were trading at roughly $4 a share. Since then, OSUR has dipped to below $3 per share (at the time of this writing). In this article, we will touchI am a value investor with a concentrated portfolio, focusing on rare and exceptional buying opportunities. As a keen reader of Value Investing literature, I am well versed in the teachings of 'super investors' such as Warren Buffett, Charlie Munger, Ben ...