Quality companies at reasonable valuation
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Vitalhub: High-Quality Business Offers Another Buy Opportunity
Seeking Alpha· 2025-11-18 09:44
Core Insights - The article discusses the investment philosophy of an MBA student who is inspired by renowned investors like Warren Buffett, Peter Lynch, and Terry Smith, focusing on quality companies at reasonable valuations [1]. Group 1: Investment Philosophy - The investor believes that long-term fundamentals drive share prices, emphasizing the importance of predicting a business's earnings per share [1].
Butler National: Overlooked Aerospace Company At A Cheap Multiple
Seeking Alpha· 2025-08-14 09:50
Group 1 - Butler National has significant exposure to the aerospace sector, but this segment is overshadowed by its Casino & Gaming business, which represents the other half of sales [1] - The Casino & Gaming business has performed poorly, impacting overall company performance [1] Group 2 - The company is focused on long-term fundamentals that drive share price, with an emphasis on predicting earnings per share [1]
Perma-Pipe International: Unexpected Data Center Player
Seeking Alpha· 2025-08-05 15:52
Group 1 - The individual is pursuing an MBA and is inspired by renowned investors such as Warren Buffett, Peter Lynch, and Terry Smith, focusing on quality companies at reasonable valuations [1] - The belief is that long-term fundamentals drive share prices, with a focus on predicting earnings per share for businesses [1]