Prosus N.V. ( OTCPK:PROSY ) ( OTCPK:PROSF ) is a leading e-commerce giant in Europe, India, and LATAM, with very impressive growth rates over the past few years. With significant tailwinds going forward, both from the company’sAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, ...

According to TipRanks, success rate of 77%: Copying Mario Silva's trades and holding each position for 1 Year would result in 76.92% of your transactions generating a profit, with an average return of 12.20% per rating. Here, you'll find high-quality articles that will offer information that I would like to find in any article about a stock in which I am interested to invest or if I am already holding it. My approach is to be focused on a fundamental standpoint and "buy & hold" for years. I like to invest, ...

文章核心观点 - 特许经营是一种自1950年代以来的美国传统商业模式 特许人授权加盟商使用其品牌、产品和专有技术来销售商品或服务 作为回报 特许人从加盟商处收取特许权使用费 [1] 投资策略与方法 - 投资重点在于寻找市场中的价值机会 主要关注小盘股以获取不对称的上涨潜力 [1] - 投资目标包括通过投资产生收入 因此关注可持续的高股息收益率 [1] - 选择公司的标准包括内部人士买入和高内部人士持股 自由现金流增长的悠久历史 能导致业务扭转或足够高账面价值的重大催化剂 [1] - 投资方式包括高收益债券和卖出看跌期权等 但不进行做空操作 [1] - 投资理念深受沃伦·巴菲特和彼得·林奇的影响 倾向于永久持有投资 [1] - 投资目标是在牛市期间获得与市场匹配的回报 并在市场下跌时产生超额回报 [1]

文章核心观点 - 文章旨在比较Genpact(G)和ServiceNow(NOW)两只IT服务板块股票的价值投资机会 并基于特定估值指标得出结论 [1] - 通过对比分析 认为Genpact在盈利前景和估值指标方面均优于ServiceNow 是当前更优的价值投资选择 [3][6] 公司投资价值比较 - Genpact的Zacks评级为2(买入) ServiceNow的Zacks评级为3(持有) 表明Genpact的盈利预测修正趋势更积极 [3] - Genpact的远期市盈率为11.62 远低于ServiceNow的57.17 [5] - Genpact的市盈增长比率为1.26 显著低于ServiceNow的2.40 [5] - Genpact的市净率为2.78 远低于ServiceNow的18.29 [6] - 基于上述估值指标 Genpact的价值评级为A级 而ServiceNow的价值评级为F级 [6]

投资方法论 - Zacks Rank系统侧重于盈利预测和预测修正来筛选优质股票[1] - 价值投资是通过关键估值指标分析寻找被低估股票的热门方法[2] - Zacks Style Scores系统通过特定特质来突出显示股票，价值型投资者可关注“Value”类别评级高的股票[3] 公司估值指标 - 公司当前市盈率为11.82倍，显著低于行业平均市盈率19.19倍[4] - 公司过去一年内市盈率最高为18.10倍，最低为9.82倍，中位数为13.35倍[4] - 公司市盈增长比为1.15倍，低于行业平均市盈增长比2.93倍[5] - 公司过去一年内市盈增长比最高为1.23倍，最低为0.80倍，中位数为1.07倍[5] - 公司市净率为1.4倍，低于行业平均市净率1.58倍[6] - 公司过去一年内市净率最高为2.04倍，最低为1.14倍，中位数为1.54倍[6] - 公司市现率为11.07倍，低于行业平均市现率14.85倍[7] - 公司过去一年内市现率最高为15.80倍，最低为9.43倍，中位数为11.33倍[7] 投资结论 - 多项估值指标显示公司股票目前可能被低估[8] - 结合盈利前景的强度，公司当前是一只令人印象深刻的价值型股票[8]

I last wrote about SLM Corporation (NASDAQ: SLM ) after its 1Q25 results. I issued a neutral [HOLD] rating to the stock at that time, as I find its valuation to be quite expensive even when consideringI am a value focused investor, conducting fundamental research on sectors like but not limited to chemicals, homebuilders, building materials, industrials and metals & mining. I prefer to invest in stocks which are cheaply available and have a catalyst in the near future. My investment horizon ranges from a qu ...

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Following my coverage on Embraer (NYSE: ERJ ) in Sept’22, I recommended a buy rating, as I thought the stock was significantly undervalued on an SOTP basis. Back then, I had a share price target of $35, but theI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to ...

We came across a bullish thesis on BigBear.ai Holdings, Inc. on Value investing subreddit by Icy_Abbreviations167. In this article, we will summarize the bulls’ thesis on BBAI. BigBear.ai Holdings, Inc.'s share was trading at $5.94 as of September 16th. 16 Most Technologically Advanced Countries in the World in 2017 Pixabay/Public Domain BigBear.ai (BBAI) has emerged as a notable small-cap AI company with potential for long-term growth, standing out from typical AI “penny stock” plays. The company provi ...

We came across a bullish thesis on Brookfield Corporation on Value investing subreddit by Thick-Mud-1037. In this article, we will summarize the bulls’ thesis on BN. Brookfield Corporation's share was trading at $69.76 as of September 16th. BN’s trailing and forward P/E were 158.55 and 14.14 respectively according to Yahoo Finance. Brookfield Corporation reported a strong Q2 2025 performance, with revenue significantly exceeding expectations and distributable earnings demonstrating robust growth, despite ...