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Barnes & Noble Education: Buy The Dip - An Overlooked Business Clearly Inflecting
Seeking Alpha·2025-07-23 06:00

We are deep value investors with over four decades of combined experience in public markets. Our investment approach centers on fundamental, bottom-up research to identify underfollowed and mispriced equities with the potential for multibagger returns. We focus primarily on small- and mid-cap companies where limited analyst coverage or misunderstood fundamentals create opportunities for significant upside. Our work emphasizes balance sheet quality, margin of safety, capital allocation, and identifiable cata ...