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Patria Investments: Emerging Market Tailwinds May Soon Unlock Upside
Seeking Alpha· 2026-02-10 09:20
Core Insights - The focus is on in-depth research of various companies across different sectors, particularly in commodities and technology, with a strong emphasis on metals and mining stocks [1] Group 1: Company Research - The company has over a decade of experience in researching a wide range of industries, including commodities like oil, natural gas, gold, and copper [1] - The company has transitioned from writing a blog to creating a value investing-focused YouTube channel, indicating a shift in content delivery and audience engagement [1] - The company has researched hundreds of different companies, showcasing a broad analytical scope and expertise [1] Group 2: Industry Focus - The primary focus is on metals and mining stocks, but the company is also comfortable analyzing other sectors such as consumer discretionary/staples, REITs, and utilities [1]
Amcor: A Defensive, High-Yield Dividend Aristocrat Still Trading Below Fair Value
Seeking Alpha· 2026-02-09 07:56
Core Insights - Amcor is identified as a "Reliable High-Yield Dividend Aristocrat" with a strong dividend yield of approximately 6.4% and is considered undervalued [1] Group 1: Company Overview - Amcor is expected to benefit from strong synergies following the merger with Berry Global, enhancing its market position [1] Group 2: Analyst Background - The analyst has over a decade of experience in researching various industries, including commodities and technology, and has transitioned to a value investing-focused platform [1]
Ingredion: Defensive, High-Yield, Undervalued, And Transforming For Growth
Seeking Alpha· 2026-02-08 15:50
Group 1 - The analyst has over a decade of experience researching various companies across different sectors, including commodities like oil, natural gas, gold, and copper, as well as technology firms such as Google and Nokia [1] - The analyst has transitioned from writing a blog to creating a value investing-focused YouTube channel, where extensive research on hundreds of companies has been conducted [1] - The analyst expresses a particular interest in covering metals and mining stocks, while also being comfortable with other industries like consumer discretionary/staples, REITs, and utilities [1]
Post Holdings: Double-Digit Buybacks And A Mispriced Stock (NYSE:POST)
Seeking Alpha· 2026-01-21 16:11
Group 1 - The analyst has over a decade of experience researching various companies across different sectors, including commodities like oil, natural gas, gold, and copper, as well as technology firms such as Google and Nokia [1] - The analyst has transitioned from writing a personal blog to creating a value investing-focused YouTube channel, where extensive research on hundreds of companies has been conducted [1] - The analyst expresses a particular interest in covering metals and mining stocks, while also being comfortable with other industries such as consumer discretionary/staples, REITs, and utilities [1]
Global Partners: Upgrading To Strong Buy As Market Fear Creates Value
Seeking Alpha· 2026-01-13 11:00
Core Insights - The analyst has over a decade of experience researching various industries, including commodities like oil, natural gas, gold, and copper, as well as technology companies such as Google and Nokia, and emerging market stocks [1] Group 1: Company Focus - The analyst has a particular interest in covering metals and mining stocks, while also being comfortable with other sectors such as consumer discretionary, consumer staples, REITs, and utilities [1] Group 2: Research Methodology - The transition from a personal blog to a value investing-focused YouTube channel has allowed the analyst to research hundreds of different companies, enhancing the quality of content provided to readers [1]
Archer-Daniels-Midland: U.S. Biofuel Policy Change And China's Soybean Ban Could Bring An Opportunity
Seeking Alpha· 2025-10-07 19:18
Group 1 - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology [1] - The analyst has researched more than 1000 companies, focusing on metals and mining stocks, as well as other industries like consumer discretionary, REITs, and utilities [1] - The analyst transitioned from writing a blog to creating a value investing-focused YouTube channel, where extensive research on hundreds of companies has been conducted [1]
Grab: The Everything App That's Dominating Southeast Asia
Seeking Alpha· 2025-09-22 01:11
Group 1 - The analyst has over 10 years of experience researching more than 1000 companies across various sectors including commodities and technology [1] - The focus has shifted from writing a blog to creating a value investing-focused YouTube channel, covering hundreds of companies [1] - The analyst expresses a preference for metals and mining stocks but is also knowledgeable in consumer discretionary, staples, REITs, and utilities [1]
Natural Resource Partners: 'Fortress' Balance Sheet And Double-Digit Yields Expected Next Year
Seeking Alpha· 2025-08-22 03:22
Core Insights - The author has over 10 years of experience researching companies across various sectors, including commodities and technology, which provides valuable insights for readers [1] - The focus has shifted from writing a blog to creating a value investing-focused YouTube channel, where extensive research on hundreds of companies has been conducted [1] - The preferred sectors for coverage include metals and mining, along with comfort in consumer discretionary/staples, REITs, and utilities [1]
SSR Mining: Sitting On A Gold Mine
Seeking Alpha· 2025-07-30 12:08
Company Overview - SSR Mining is a diversified gold and silver miner, also involved in tin, zinc, and lead, with operations in North and South America and Turkey [1] - The company operates 5 mines and has 3 projects at various stages of development [1] Analyst Background - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology [1] - The analyst has researched over 1000 companies and has a particular focus on metals and mining stocks [1] Investment Focus - The analyst has transitioned from writing a blog to a value investing-focused YouTube channel, where they have researched hundreds of companies [1] - The analyst is comfortable covering multiple industries, including consumer discretionary/staples, REITs, and utilities [1]
Amcor: Berry Global Acquisition To More Than Double Cash Flows, Stock Near All-Time Lows
Seeking Alpha· 2025-06-21 04:58
Group 1 - Amcor is facing challenges in the post-pandemic environment but may have a renewed opportunity for growth following the acquisition of Berry Global [1] - The stock price of Amcor is currently trading below pre-pandemic levels, indicating potential undervaluation [1] Group 2 - The analyst has over 10 years of experience researching various companies across multiple sectors, including commodities and technology [1] - The focus of the analyst's research has included over 1000 companies, which may provide valuable insights for investment considerations [1]