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FinVolution: Chinese Fintech With Results (NYSE:FINV)
Seeking Alpha· 2025-09-17 22:44
FinVolution Group (NYSE: FINV ) is a holding company whose core operations concern consumer finance in China. Despite how risky that might initially sound, the company has proved itself over time, and I found that I just couldn't argueI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my resea ...
FinVolution: Chinese Fintech With Results
Seeking Alpha· 2025-09-17 22:44
FinVolution Group (NYSE: FINV ) is a holding company whose core operations concern consumer finance in China. Despite how risky that might initially sound, the company has proved itself over time, and I found that I just couldn't argueI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my resea ...
Should Value Investors Buy Bank OZK (OZK) Stock?
ZACKS· 2025-09-17 22:40
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use a variety of methods, in ...
General Dynamics: Shares Look Cheap And Deserve To Rise Thanks To Recent Wins
Seeking Alpha· 2025-09-17 21:31
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
Why Warren Buffett Bet Nearly $1 Billion on Steel — And Why You Should, Too
247Wallst· 2025-09-17 19:33
Warren Buffett's Berkshire Hathaway ( NYSE:BRK-A )( NYSE:BRK-B ) has long viewed Nucor ( NYSE:NUE ) as a cornerstone of value investing. ...
Movado (MOV) Stock: A Potential NCAV Play
Seeking Alpha· 2025-09-17 19:33
Movado Group, Inc. (NYSE: MOV ) is a cyclical business that is prone to the vicissitudes of the macroeconomy. In the current economic climate, which many believe to be on the brink of a recession, combined withI am a value investor with a concentrated portfolio, focusing on rare and exceptional buying opportunities. As a keen reader of Value Investing literature, I am well versed in the teachings of 'super investors' such as Warren Buffett, Charlie Munger, Benjamin Graham and several others. I focus my inve ...
Resources Connection: Value Trapped In A Downward Spiral (NASDAQ:RGP)
Seeking Alpha· 2025-09-17 16:02
After two years invested in Resources Connection, a downward spiral in value leaves it looking more like a value trap than an opportunity. Lucian3D/iStock via Getty ImagesRyan Messick brings an analytical and fundamentally-driven approach to value investing, prioritizing companies with a strong margin of safety and growth catalysts. He models his approach on the legendary Benjamin Graham, updating his strategies for modern times while still using the core principles Graham taught. Other influences on Ryan's ...
On Holding Stock: A Phenomenal Business Facing High Expectations (NYSE:ONON)
Seeking Alpha· 2025-09-17 11:49
Sportswear is an interesting industry. It is growing rapidly, supported by secular trends, and still has players that operate very well, such as On Holding AG (NYSE: ONON ).Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure:I/we have no stock, option ...
This Week’s Large Cap Acquirer’s Multiple® Screen: Energy and Financials Continue To Dominate
Acquirersmultiple· 2025-09-17 08:43
能源行业投资机会 - 巴西石油公司(PBR)以4.1收购者倍数交易 自由现金流收益率高达35% [2] - 挪威国家石油公司(EQNR)收购者倍数为2.6 自由现金流收益率达11.8%且股息收益率超过10% [4] - 市场对能源行业长期化石燃料需求持过度悲观态度 行业被视作夕阳产业但现金流表现强劲 [4][5] 金融行业投资机会 - 纽约梅隆银行(BK)以2.1收购者倍数交易 通过稳定股票回购和股息政策支撑估值 [2] - Synchrony金融(SYF)收购者倍数仅2.4 自由现金流收益率达34.8%且股东回报强劲 [3] - 金融板块估值受信贷风险和利率敏感性担忧压制 市场持续定价消费者信贷风险升高 [3][5] 行业价值特征 - 能源与金融板块持续引领价值投资格局 呈现深度价值特征 [1][6] - 市场对这两个行业现金流的可持续性存在根深蒂固的怀疑态度 [1] - 历史表明这种行业集群效应往往为逆向投资者创造丰厚机会 [5]
Super Micro Computer: Margin Is Its Achilles' Heel, But Another Problem Is Emerging
Seeking Alpha· 2025-09-17 05:18
In my most recent Super Micro Computer Inc. (NASDAQ: SMCI ) articles, I argued that even though SMCI's sales were growing at a high rate, its profit margins were not keeping up. On MarchYou'll never see me write a long bio listing all of my credentials and degrees or refer to myself in the third person. I love discussing ideas and I appreciate it when people can play devil's advocate without resorting to personal attacks. In short, I employ a long-only, long-horizon, focused value style, guided by thorough ...