The Chinese tech giant Xiaomi has been facing partial hiccups lately that made a share price correction understandable. Nevertheless, my thesis is that the drop represents exactly that: a correction during an obviously non-linear company expansion after Xiaomi had previously shattered early expectations.Excellent academic Finance background and Finance professional with over five years of cumulative experience in Consulting & Audit Firms including a professional Valuation position, FP&A and Controlling posi ...

分组1 - Danaher Corporation's shares fell by 4.8% following the announcement of financial results for the final quarter of the 2025 fiscal year [1] - The company is under scrutiny as investors react to the latest financial performance [1] 分组2 - The article highlights the investment philosophy of Daniel, who focuses on identifying undervalued companies in the oil and gas sector [1] - Daniel employs a combination of Benjamin Graham's investment principles and a contrarian market approach to assess company values [1]

Core Viewpoint - The article emphasizes a value-oriented approach to finance, highlighting that valuation is more indicative of long-term opportunities or risks rather than short- to mid-term timing indicators [1]. Group 1 - The author has over five years of experience in consulting and audit firms, including roles in professional valuation, financial planning and analysis (FP&A), and controlling [1]. - The approach taken in the analysis prioritizes the written word and data over simple ratings, often resulting in a hold/neutral rating even when the inclination may be bullish or bearish [1]. - The article aims to inform readers rather than make investment decisions, indicating a focus on providing insights rather than direct recommendations [1].

Group 1 - Fulton Financial Corporation (FULT) experienced a 2.6% increase in share price on January 22nd, indicating volatility for shareholders [1] - The company is under the management of Daniel, who is a professional investor focused on analyzing cash flows and assessing the value of companies in the oil and gas sector [1] - Daniel employs a combination of Benjamin Graham's investment philosophy and a contrarian approach to identify businesses trading at significant discounts to their intrinsic value [1] Group 2 - No stock, option, or similar derivative positions are held by the analyst in any of the companies mentioned, nor are there plans to initiate such positions within the next 72 hours [2] - The article expresses the author's own opinions and is not influenced by compensation from any company mentioned [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect those of the platform as a whole [3]

Core Insights - JP Wealth Management disclosed an increase in its position in the SRH Total Return Fund by 219,432 shares, valued at approximately $3.94 million based on average quarterly pricing [2][3][6] - The total value of JP Wealth Management's position in the fund rose by $4.55 million over the quarter, influenced by both trading activity and market price movements [3][6] - The SRH Total Return Fund now constitutes 19.34% of JP Wealth Management's reportable U.S. equity assets [4] Fund Performance - As of the latest report, shares of the SRH Total Return Fund were priced at $18.26, reflecting a 13% increase over the past year, with a yield of approximately 4.38% [4] - The S&P 500 index has increased by about 17% during the same period, indicating a competitive performance of the fund [4] Fund Overview - The SRH Total Return Fund has net assets totaling $1.76 billion and focuses on a diversified portfolio of public equities and fixed-income securities, emphasizing dividend-paying value stocks and corporate bonds [5][8] - The fund operates as a closed-end investment fund, generating income primarily through investment returns, interest, and dividends from its holdings, targeting both institutional and individual investors [9]

Company Overview - Hillman Solutions is a leading North American provider of hardware products and related merchandising services, leveraging a diverse brand portfolio and integrated supply chain to meet the needs of retail and industrial customers [6] - The company generates revenue primarily through direct sales of hardware and related products, as well as value-added merchandising services to various customers including hardware stores and industrial original equipment manufacturers [9] Financial Performance - In the third quarter, Hillman posted record net sales of $424.9 million, representing an 8% year-over-year increase [10] - Record adjusted EBITDA reached $88 million, up from $64.8 million a year earlier, while adjusted diluted EPS rose to $0.22 from $0.13 [10] - Full-year adjusted EBITDA guidance was raised to a range of $270 million to $275 million, with sales outlook remaining steady [10] - The company's net debt to trailing EBITDA improved to 2.5 times, indicating enhanced balance-sheet flexibility [10] Investment Activity - Anchor Capital Management Company increased its stake in Hillman Solutions by acquiring 717,772 shares, bringing its total position to 1.42 million shares valued at $13.0 million as of September 30 [2][3] - Hillman Solutions now constitutes 11.2% of Anchor Capital Management Company's assets under management [3] Market Performance - As of the latest report, Hillman Solutions shares were priced at $8.99, reflecting a 9% decline over the past year, underperforming the S&P 500, which increased by approximately 15% during the same period [3][4]

Core Viewpoint - The article emphasizes a value-oriented investment philosophy that focuses on intrinsic value and long-term opportunities to achieve superior absolute returns over time [1]. Group 1 - The author founded an investment company in 1995, aiming for portfolios with unusual investment tenures sometimes exceeding 10 years [1]. - The author has experience in micro and small capitalization research at Wasatch Advisors and private banking with J.P. Morgan Private Bank [1]. - The author is a registered investment advisor and licensed professional engineer, with an educational background from the Darden School at the University of Virginia [1].

Core Viewpoint - The article introduces Daniel Japps as a new contributing analyst for Seeking Alpha, emphasizing the opportunity for individual investors to share their investment ideas and gain exposure [1]. Group 1: Analyst Background - The analyst has over 10 years of experience in equity markets, focusing on a fundamentally driven, value-oriented investment approach [2]. - The analyst seeks undervalued companies or those at a potential turnaround point, often identifying situations where market sentiment is overly pessimistic compared to the company's fundamentals [2]. - The analyst has successfully initiated positions in companies like JAMF and Unity Software prior to significant positive re-ratings and fundamental improvements [2]. Group 2: Investment Philosophy - The analyst's perspective is shaped by a non-traditional background outside of formal finance, which aids in articulating investment theses in clear, practical language [2]. - The motivation for writing is to share investment theses, engage in discussions, and contribute to data-driven analysis of closely followed businesses [2].

Core Viewpoint - The stock market is expected to reach record highs by the end of 2025, prompting value-oriented investors to consider significant portfolio rotations for the upcoming year [1]. Group 1: Market Trends - The year 2025 has been characterized by notable disparities among market participants, with significant winners and losers emerging [1]. Group 2: Analyst Background - Gary Alexander has extensive experience in covering technology companies on Wall Street and has worked in Silicon Valley, providing insights into current industry themes [1]. - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, with his articles also appearing on popular trading apps like Robinhood [1].

Company Overview - Axalta Coating Systems is a global leader in specialty coatings with a diverse product portfolio and a presence in key international markets [5] - The company produces high-performance coatings for automotive, industrial, and commercial applications, generating revenue through sales to OEMs and aftermarket repair shops [8] - Axalta's market capitalization is $6.2 billion, with a revenue of $5.2 billion and a net income of $455 million for the trailing twelve months [4] Recent Developments - Atlantic Investment Management disclosed a new position in Axalta, acquiring 764,000 shares valued at approximately $21.9 million, representing 12.6% of its reportable U.S. equity assets as of September 30 [2][3] - Axalta's stock price was $29.17, down 28% over the past year, underperforming the S&P 500, which increased by 12.5% during the same period [3] Financial Performance - In its latest earnings report, Axalta reported $1.3 billion in revenue and $110 million in net income, despite weaker demand in North America [10] - The company has achieved its 12th consecutive quarter of year-over-year adjusted EBITDA margin expansion, indicating strong operational performance [9] - Axalta repurchased $100 million in stock during the quarter and plans to deploy up to $250 million more in the fourth quarter, which could enhance per-share metrics [10] Market Position and Strategy - Axalta's inclusion as a significant holding by Atlantic Investment Management suggests confidence in the company's underlying operational strength, despite stock volatility [9] - The company demonstrates disciplined cost control and resilient demand in international markets, which may provide a more stable foundation for future performance [11]