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Evolution AB: The $85 Million Trojan Horse The Market Is Missing
Seeking Alpha· 2026-01-09 07:36
Group 1 - The article introduces Maxx Waring as a new contributing analyst for Seeking Alpha, encouraging others to share their investment ideas for publication and potential earnings [1] - The author emphasizes a value investing approach, focusing on companies with durable advantages and disciplined management to enhance long-term shareholder value [2] - The author has outperformed the S&P 500 by approximately 7% annually over the last six years, indicating a successful investment strategy [2] Group 2 - The author has a strong educational background, holding a B.S. in Mathematics, an MBA, and a Master's in Finance, which supports their analytical capabilities [2] - The author aims to provide independent research to help investors make informed decisions, emphasizing clarity and rational thinking in investment choices [2]
Cognizant Technology Solutions: Recent Acquisition And Proposed India Listing Draw Attention
Seeking Alpha· 2026-01-08 15:45
Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get starte ...
Amcor: High Yield Consumer Packaging Giant Looks Cheap At 11x Forward Earnings
Seeking Alpha· 2026-01-08 15:00
Core Insights - Product packaging is crucial in the global economy for the distribution of food, medicines, and consumer goods [1] Group 1: Investment Focus - The current investment strategy emphasizes identifying high-quality, shareholder-oriented companies that are undervalued due to short-term factors or irrational investor behavior [1] - There is a particular interest in legacy businesses in sectors like remittances, ATMs, and tobacco, which are perceived to be in secular decline [1] - Cash-generative, high-yield stocks in these sectors often exhibit under-appreciated revenue and earnings growth, making them attractive investment opportunities [1] Group 2: Geographic Focus - While the primary focus is on U.S. stocks, there is also an interest in attractive investment opportunities within the UK and globally [1]
IREN: Why 2.8 GW Of Secured Power Implies Strong Upside
Seeking Alpha· 2026-01-08 04:59
Group 1 - The article discusses the author's analysis of IREN, highlighting its potential as a company of interest following the author's previous work on Nebius, which may become a customer of IREN [1] - The author has been involved in investing since 2016 and established Libra Capital in 2022, focusing on deep research before making investment decisions [1] - The article categorizes investment positions as "hold," "sell," or "long," indicating a neutral stance on the stock in the case of a "hold" recommendation [1] Group 2 - The author has a beneficial long position in IREN and NBIS, indicating a personal investment interest in these companies [2] - The article is presented as an independent opinion, with no compensation received for the analysis beyond the platform it is published on [2] - There is no business relationship disclosed with any company mentioned in the article, emphasizing the independence of the analysis [2]
Value Fund Doubles Down With $8.7 Million Buy as Driven Brands Targets $2.1 Billion in Revenue
The Motley Fool· 2026-01-07 19:00
This automotive services platform provides repair, maintenance, and distribution solutions across the U.S., Canada, and abroad.On Wednesday, New Orleans-based Emeth Value Capital disclosed a buy of 582,255 shares of Driven Brands (DRVN 1.37%), an estimated $8.66 million transaction based on quarterly average pricing.What HappenedAccording to an SEC filing released Wednesday, Emeth Value Capital increased its position in Driven Brands (DRVN 1.37%) by 582,255 shares during the fourth quarter. The estimated va ...
Korea Electric Power: Spotlight On Electricity Tariffs And Cash Distributions
Seeking Alpha· 2026-01-06 20:54
Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get starte ...
Is Sharp (SHCAY) a Great Value Stock Right Now?
ZACKS· 2026-01-06 18:26
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors rely on traditional forms of analysis on key ...
Is US Foods (USFD) Stock Undervalued Right Now?
ZACKS· 2026-01-06 18:26
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors rely on traditional forms of ...
JAMF or CLMB: Which Is the Better Value Stock Right Now?
ZACKS· 2026-01-06 17:41
Investors interested in stocks from the Technology Services sector have probably already heard of Jamf Holding (JAMF) and Climb Global Solutions (CLMB) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earning ...
4 High Earnings Yield Value Stocks to Own Amid Market Uncertainty
ZACKS· 2026-01-05 16:26
Key Takeaways Market uncertainty amid geopolitical risks, policy questions and an unclear Fed rate path favor value stocks.Stocks were screened for earnings yield above 10%, liquidity, $5 prices and EPS growth versus the S&P 500.AAUC, AA, SBLK and PHIN show strong 2026 sales and EPS growth estimates, with upward EPS revisions.U.S. equities ended 2025 on a strong note, with the S&P 500 rising about 16%, but the outlook is turning complex. Geopolitical risks are back in focus after President Donald Trump anno ...