We came across a bullish thesis on ASGN Incorporated on CompanyCharts’s Substack. In this article, we will summarize the bulls’ thesis on ASGN. ASGN Incorporated's share was trading at $49.65 as of January 29th. ASGN’s trailing and forward P/E were 16.72 and 9.96 respectively according to Yahoo Finance. BigBear (BBAI) Soars 18% on Swing to Profit, AI Expansion ASGN Incorporated (ASGN) is a leading provider of IT services and professional staffing solutions, serving both commercial and government clients ...

Core Viewpoint - Bitcoin's recent sell-off highlights a conflict between long-term investors and signs of structural weaknesses in the crypto market [1][2] Group 1: Market Reactions and Investor Sentiment - Long-time Bitcoin advocate Robert Kiyosaki views the decline as a buying opportunity, likening it to retail sales where consumers take advantage of discounts [2][3] - Kiyosaki is prepared to invest more, framing the current market conditions as favorable for long-term accumulation [3] - In contrast, experts like CryptoQuant CEO Ki Young Ju caution against optimism, citing a lack of new capital inflows and stagnant Realized Cap as indicators of profit-taking rather than growth [3][4] Group 2: Broader Market Context - The Bitcoin sell-off is part of a larger correction across various asset classes, described by Bull Theory as a chain reaction starting from small-cap equities and the US dollar, affecting stocks, precious metals, and finally crypto markets [5] - The interconnectedness of global markets is emphasized, indicating that the decline was not random but a sequential response to broader market pressures [5] Group 3: Valuation and Future Projections - Despite bearish signals, some quantitative analyses suggest Bitcoin may be undervalued, with a power-law model indicating it is trading approximately 35% below its 15-year trend [6] - This model projects that Bitcoin could rebound to $113,000 by mid-2026 and exceed $160,000 by early 2027, with potential returns over the next 12 months exceeding 100% [7] - The sell-off serves as a reminder that markets frequently test investor conviction and concentration [7]

A recent survey by Coinbase Institutional and Glassnode reveals that around one-quarter of both institutional and non-institutional investors view the crypto market as being in a bear phase. Despite this, investors believe Bitcoin (BTC) is undervalued. The insights highlight a complex shift in investor psychology amid mixed macroeconomic signals and ongoing volatility in early 2026. Investors Classify the Crypto Market as Bearish The findings are based on a survey of 148 respondents conducted between De ...

Core Viewpoint - Activist investor Elliott Investment Management claims that the Toyota Group's bid to take Toyota Industries private significantly undervalues the forklift manufacturer by nearly 40% and has proposed a growth plan for the company [1] Group 1: Valuation Concerns - Elliott Investment Management argues that the bid undervalues Toyota Industries by almost 40% [1] Group 2: Proposed Growth Plan - The activist investor has put forward a growth plan aimed at enhancing the value of Toyota Industries [1]

Before diving into the investment thesis for this article, it may be useful for readers who're less familiar with Liberty to set the scene here. Investors who investTMT sector professional. Over 20 years of experience working in the sector in Europe and outside Europe. Decade of investing experience to keep in close touch with companies and themes that are relevant for my work. Education in Corporate Finance.Companies where I worked are among others: KPN, Chellomedia, Liberty Global, UPC Cablecom Switzerlan ...

Market Analysis - Bitcoin's NVT Golden Cross indicates a shift from deep undervaluation towards equilibrium [1] - This phase is historically associated with accumulation and healthier price discovery [1]

Market Trends - Bitcoin is transitioning from deep undervaluation toward equilibrium [1] - This phase is historically linked to accumulation and healthier price discovery [1] Analysis - CryptoQuant indicates this transition [1]

Core Thesis - Americold Realty Trust, Inc. (COLD) is trading at a historic discount despite its strategic position in the cold storage REIT sector, which controls nearly half of the U.S. market [2][4] Market Position and Valuation - COLD's shares were trading at $10.99 as of December 1st, with a forward P/E of 119.05, indicating a significant valuation multiple collapse compared to historical levels [1][3] - Both Americold and its peer Lineage are trading at implied cap rates above 10%, contrasting sharply with historical transaction levels of 5-6% [3] Industry Dynamics - The cold storage sector is experiencing cyclical weakness due to lower storage volumes and soft consumer demand, but month-over-month inventory increases suggest potential stabilization [2] - The potential resumption of agricultural trade between the U.S. and China could provide a near-term tailwind for the sector, particularly with renewed soybean purchases [3] Future Outlook - Occupancy rates are expected to rise as inventories build in the second half of the year, with forward guidance for 2026 likely to be a key catalyst for sentiment recovery [2][4] - Americold is positioned for a recovery in both occupancy and pricing power as supply tightens and macro conditions improve, offering a compelling investment opportunity for those with a 12-24 month horizon [4]

In the ever-evolving and intensely competitive business landscape, conducting a thorough company analysis is of utmost importance for investors and industry followers. In this article, we will carry out an in-depth industry comparison, assessing Adobe (NASDAQ:ADBE) alongside its primary competitors in the Software industry. By meticulously examining key financial metrics, market positioning, and growth prospects, we aim to offer valuable insights to investors and shed light on company's performance within t ...

SOL about $900 underpriced here ...