Deep - discount value plays

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Chicago Atlantic's Strong Portfolio Portends Better Than Market Returns
Seeking Alpha· 2025-10-14 23:36
Mortgage REITs are a controversial topic for many. They tend to offer better returns than standard REITs, but sometimes do so with high leverage which makes interpreting the strength of their portfolio rather difficult.I’m Jason Ditz and I have 20 years of experience in foreign policy research. My work has appeared in Forbes, Toronto Star, Minneapolis Star-Tribune, Providence Journal, Washington Times and the Detroit Free Press, as well as American Conservative Magazine and the Quincy Institute for Responsi ...
Mosaic's Pullback On Phosphate Production Struggles Provides An Appealing Entry Point
Seeking Alpha· 2025-10-11 20:00
We last looked at Mosaic (NYSE: MOS ) in June, and I downgraded them from strong buy to buy on the basis of the stock having surged to near its 52-week high. In general though, I’ve beenI’m Jason Ditz and I have 20 years of experience in foreign policy research. My work has appeared in Forbes, Toronto Star, Minneapolis Star-Tribune, Providence Journal, Washington Times and the Detroit Free Press, as well as American Conservative Magazine and the Quincy Institute for Responsible Statecraft. I have been writi ...
Cyclicality And Post-Fraud Woes Turn Orion Into A Contrarian Choice
Seeking Alpha· 2025-10-08 11:04
As the stock market continues to flirt with new record highs, the ability to find meritorious stocks trading at value multiples is more and more difficult. A term that was thrown around a lot in my collegeI’m Jason Ditz and I have 20 years of experience in foreign policy research. My work has appeared in Forbes, Toronto Star, Minneapolis Star-Tribune, Providence Journal, Washington Times and the Detroit Free Press, as well as American Conservative Magazine and the Quincy Institute for Responsible Statecraft ...
Ahead Of Q2 Earnings, Western Union Looks Like A Contrarian Play To Watch
Seeking Alpha· 2025-07-27 20:00
市场现状 - 2025年市场接近历史高点 部分行业可能达到泡沫水平 存在潜在风险且当前并非理想入场时机 [1] 分析师背景 - 分析师拥有20年外交政策研究经验 曾在多家知名媒体发表文章 包括《福布斯》《多伦多星报》等 [1] - 分析师拥有25年投资分析经验 专注于深度价值投资策略 早期通过股票挑选比赛进入行业 [1] - 分析师曾为Motley Fool和Seeking Alpha撰稿 致力于发掘被低估且能为投资者创造价值的公司 [1] 投资策略 - 分析师采用逆向投资理念 受David Dreman的投资哲学影响较深 [1] - 重点关注微市值股票 坚持价值投资视角 [1]