Valuation Reset

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PAR Technology: Valuation Reset And ARR Growth Make It A Buy Again (Upgrade) (NYSE:PAR)
Seeking Alpha· 2025-09-19 16:04
I called a Hold on PAR back in June when the stock was at ~$66. At the time, the fundamentals looked solid, but the price wasn’t leaving much room for investors to benefit if execution slowed down. Looking backI’m Emmanuel Onwusah—a financial analyst, writer, and recovering engineer. I hold FMVA® and BIDA® certifications from the Corporate Finance Institute, and I spend most of my time creating pitch decks, building models, analyzing companies, and trying to make sense of where value meets narrative. My bac ...
TopBuild: Strong Buy On Margin Resilience And Valuation Reset With Asymmetric Upside
Seeking Alpha· 2025-06-16 10:20
Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuation [1]