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OMS Energy: A Strong Buy Based On Capital Cycle Dynamics And Robust Fundamentals
Seeking Alpha· 2025-06-28 07:22
OMS Energy Technologies Inc. ( OMSE ) is down around 19% since its initial public offering (IPO). Yet, an investigation of the firm’s capital cycle, and its own economics, shows that there are strong reasons to believe that the company is a very attractive investment opportunity. TheJoseph Noko (pronounced "Nookhoo"), investment analyst and economist with a proven track record of generating +100% annualised portfolio returns. Expert in reverse‑discounted cash flow (DCF) modelling; forensic accounting adjust ...
Diamond Hill Investment Group: Profiting Amidst Decline
Seeking Alpha· 2025-05-16 13:08
W.H. Auden liked to tell of how, when his fellow giant of a poet, T.S. Eliot, was asked if he was enjoying himself at some party, he replied , “Yes, if you see the essential horror of it all”. The essential horror ofJoseph Noko (nookoo), Joseph Noko (pronounced "Nookhoo"), Investment Analyst & Economist with a proven track record of generating +70% annualized portfolio returns since 2024 and 74.5% accuracy in decade‑ahead S&P 500 forecasting. Expert in financial modeling, forensic accounting adjustments, an ...