Group 1 - The analyst team has a proven track record of outperforming across all market conditions with an annualized return of almost 40% over the past decade and a long-only model portfolio return of over 23 times [1] - The focus of the research includes energy, shipping, and offshore markets, indicating a specialization in these sectors [1] - The company offers income-focused picks for investors seeking lower-risk firms with steady dividend payouts [1] Group 2 - The analyst has a historical focus on tech stocks but has expanded coverage to include the offshore drilling and supply industry, as well as the shipping industry [2] - The analyst has experience navigating significant market events, including the dotcom bubble and the subprime crisis, which adds credibility to their insights [2] - The analyst aims to provide high-quality research to the Seeking Alpha community despite language barriers [2]

Editor's note: Seeking Alpha is proud to welcome James Britt, CFA, as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.As a former federal banking regulator and auditor, I bring a rigorous, forensic approach to investment research and portfolio management. My primary focus lies in value investing, with specialized expertise in bankruptcy and restructuring ...

Famous for fundamentally reshaping how the world thinks about investing, Benjamin Graham’s influence is so deep that modern value investing, including the philosophy of his protégé Warren Buffett, is built directly on his ideas.  Even though Buffett became an extraordinary stock picker and arguably the greatest investor in our time, he endorses one of Graham’s fundamental themes, that most investors will do better with low-cost index funds rather than individual stock picking.  Graham never commented on S&P ...

The artificial intelligence revolution sparked by the launch of ChatGPT-3 has been at the center of the bull market that began in March 2023. The AI trade has produced many multi-baggers in various sub-industriesI am Shubhm Thakkar, an MBA student at the Indian Institute of Management—Indore. I cleared the CFA Level 1 examination that was held in May 2023 and the CFA Level 2 conducted in November 2024. I am also a candidate for the CFA Level 3 examination to be held in February 2026. IIM Indore consistently ...

Editor's note: Seeking Alpha is proud to welcome Joshua Pilgreen as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.My name is Joshua Pilgreen, and I am an independent equity researcher with a deep interest in fundamental analysis, valuation, and long-term cash flow forecasting. My investing approach is grounded in traditional value investing principles, ...

Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and to add an element of timing. Currently Tim Travis is the founder, Chief Executive Officer, and Chief Investment Officer of T&T Capital Management. T&T Capital Management is a Coto de Caza, California based Registered ...

Investors looking for stocks in the Automotive - Foreign sector might want to consider either Volkswagen AG Unsponsored ADR (VWAGY) or Byd Co., Ltd. (BYDDY) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimat ...

Core Viewpoint - The optimal time to invest in cyclical stocks is just before the business cycle reaches its lowest point, as this typically presents an attractive entry point despite negative earnings trends [1]. Group 1 - The earnings trend for cyclical stocks appears negative at the bottom of the business cycle, which can be misleading for potential investors [1]. - Improving external conditions are expected to drive earnings growth in the future, leading to a potential re-rating of these stocks [1].

We came across a bullish thesis on Kohl’s Corporation on r/ValueInvesting’s Substack. In this article, we will summarize the bulls’ thesis on KSS. Kohl’s Corporation's share was trading at $18.50 as of February 6th. KSS’s trailing and forward P/E were 10.69 and 17.89 respectively according to Yahoo Finance. Kohl's (NYSE:KSS) Kohl's Corporation operates as an omnichannel retailer in the United States. Kohl’s latest earnings release reinforces the view that the turnaround is gaining traction and that the s ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Sty ...