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Oxford Industries: Staying Put, Barely
Seeking Alpha· 2025-06-13 02:13
Oxford Industries (NYSE: NYSE: OXM ) is one of those old-line American apparel outfits that’s made a business out of selling an idea, mostly sun, leisure, and the illusion of effortless wealth. Think Tommy Bahama, Lilly Pulitzer, and Johnny Was. For years, they ran the playbook: high-margin branding, tight control overI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at larg ...
Warner Bros. Discovery Split: Repeating The Error Of The AT&T Deal Is No Solution
Seeking Alpha· 2025-06-13 02:05
For in-depth and deep dive research on the casino and gaming sector, subscribe to The House Edge . New: Free excerpts from our book in progress, "The Smartest ever Guide to Gaming Stocks" - free to existing members and new subscribers.Howard Jay Klein has 30 years of experience as an executive and consultant in major casino operations. His background includes: Ballys, Trump Taj Mahal, Mohegan Sun, and Caesars Palace in Las Vegas. He is a value investor first, using management quality to inform his investmen ...
Inditex: Putting This On The Watchlist For Now After Earnings
Seeking Alpha· 2025-06-13 01:09
公司估值与表现 - Industria de Diseño Textil S A (IDEXY) 当前执行表现极佳,但估值已反映大部分乐观预期 [1] - 公司股票交易价格约为23倍前瞻市盈率,显示市场对其未来盈利已有较高定价 [1] 投资策略 - 投资策略结合价值投资原则与长期增长关注,强调以低于内在价值的价格买入优质公司并长期持有 [1] - 目标是通过公司盈利和股东回报的复利效应实现长期收益 [1]
Cognyte Software: Hard To Stand Out In Terms Of Value In Software
Seeking Alpha· 2025-06-13 01:01
If you thought our angle on this company was interesting, you may want to check out our idea room, The Value Lab . We focus on long-only value ideas of interest to us, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, our gang could help broaden your horizons and give some in ...
Buy MARA Holdings For Its Bitcoin And Get The Mining Business 'For Free'
Seeking Alpha· 2025-06-13 01:01
Analyst's Disclosure:I/we have a beneficial long position in the shares of MSTR, SMLR, BTC-USD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to ...
Talen: Up Almost 400%, What's Built Into Today's Stock Price?
Seeking Alpha· 2025-06-13 00:54
Rob Howard is Co-Manager at Boiling Point Resources. Rob has extensive background in the utility industry working at Baltimore Gas and Electric for over seven years. While there he spent time in Distribution Engineering, Demand Side Management, and Rates and Regulation. This hands on experience has given him a deep understanding of industry issues. After his industry experience Rob moved to the investments business, where he has been following utilities since 2002. Rob has a BS in Engineering and a BA in Ec ...
GigaCloud's Floor Has Materialized -- Speculative And Slow Recovery Ahead
Seeking Alpha· 2025-06-13 00:26
The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed abo ...
Infosys: High Cash Flow But Revenue Growth Remains A Challenge
Seeking Alpha· 2025-06-12 23:47
He also leads the investing group IPO Edge , which offers actionable information on growth stocks through first-look IPO filings, previews on upcoming IPOs, an IPO calendar for tracking what’s on the horizon, a database of U.S. IPOs, and a guide to IPO investing to walk you through the entire IPO lifecycle - from filing to listing to quiet period and lockup expiration dates.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initi ...
The Market Has Yet To Price In Full Synergies For ONEOK's Recent Acquisitions
Seeking Alpha· 2025-06-12 23:42
ONEOK (NYSE: OKE ) is one of the leaders in the midstream sector, an industry I dearly like as an investor. The company's infrastructure has grown tremendously since it was named the Oklahoma Natural Gas Company, with operations spanningAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consum ...
L'Oreal: Why This Beauty Giant Is One Of My Top Picks (Rating Upgrade)
Seeking Alpha· 2025-06-12 23:37
L'Oréal S.A. ( OTCPK:LRLCF ) is one of the leading consumer staples in my portfolio, and the reason is quite simple: it has a huge competitive advantage, exceptional fundamentals, and a healthy growth rate. We tend to think of largeHi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 27 years old.In 2023 I graduated in Business Administration and I completed CFA level 1 in 2024. I am currently a Popular Investor on the investing platform eToro, you can see there my public por ...