Core Insights - The article introduces "The Undercovered Dozen," a selection of twelve actionable investment ideas focusing on tickers with less coverage, which can include both large caps and small caps [1] Group 1: Inclusion Criteria - Tickers must have a market cap greater than $100 million [1] - Tickers should have received more than 800 symbol page views in the last 90 days on Seeking Alpha [1] - Tickers must have fewer than two articles published in the past 30 days [1] Group 2: Purpose and Follow-up - The initiative aims to provide investors with a weekly review of undercovered investment ideas from analysts [1]

Core Insights - The article emphasizes the importance of identifying investment opportunities that may not be widely recognized, particularly in the context of Brazil and Latin America [1]. Group 1 - The analyst focuses on undercovered stocks, suggesting that these may present unique investment opportunities [1]. - The research includes both regional stocks and occasionally global large caps, indicating a diverse investment approach [1]. Group 2 - The analyst has a beneficial long position in SPY and EWZ, which may influence the perspective presented in the article [2]. - The article is authored independently, with no compensation received from companies mentioned, ensuring an unbiased viewpoint [2].

Core Insights - Nelnet has achieved a 15.7% compound annual growth rate (CAGR) in book value per share over the past 20 years, indicating strong financial performance [1] - The company has a market capitalization of $4.5 billion, yet it remains underfollowed in the investment community, suggesting potential for growth and investment interest [1] Company Analysis - The focus on undercovered companies allows for the identification of asymmetric investment opportunities, which can lead to market-beating returns [1] - The company operates in sectors such as technology, software, electronics, and energy transition, which are critical areas for future growth [1] Investment Perspective - The analysis emphasizes the importance of diligent research in small to mid-cap companies, which are often overlooked by larger investors [1] - The investment thesis is supported by a professional background in engineering and experience in automotive battery research and development, adding credibility to the analysis [1]