Net Current Asset Value Analysis
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Johnson Outdoors: Waiting For The Perfect NCAV Pitch (NASDAQ:JOUT)
Seeking Alpha· 2025-10-14 04:27
Johnson Outdoors (NASDAQ: JOUT ) is a solid company that owns a multitude of brands that have helped generate steady profits and cash flows historically. While the company's shares aren't irresistibly cheap right now, they have beenI 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 o ...
OraSure Technologies: Historically Cheap
Seeking Alpha· 2025-05-01 03:47
文章核心观点 - 回顾2024年11月对OraSure Technologies的分析,当时公司股价约为每股4美元,目前已跌至每股3美元以下 [1] 分析师背景 - 作为价值投资者,专注于寻找罕见且优质的买入机会,采用净流动资产价值分析和超保守现金流折现计算进行深度价值投资 [1] - 职业为Charter Communications的IT项目经理,拥有计算机科学学士学位,投资主要集中在科技领域 [1] - 作为Seeking Alpha撰稿人,目标是总结自身投资、帮助他人学习价值投资过程并与志同道合的资金分配者展开交流合作 [1]