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Nuvation Bio: A Rare Gem In The Risky Biotech Space
Seeking Alpha· 2025-09-16 00:27
In this article, I will explain in concise analysis and plain English why Nuvation Bio Inc. (NYSE: NUVB ), which currently is in the early stage of marketing IBTROZI (taletrectinib), a TKI for ROS-1-positive NSCLC, approved by the FDA on June 11, 2025, is a rareI am a corporate lawyer with an MBA and a long-standing interest in value investing. After spending 7 years practicing at several prestigious Wall Street and Silicon Valley law firms as a corporate transactional lawyer, I founded and have been operat ...
Itron: Look Beyond Top-Line Miss And Focus On Cash Flow
Seeking Alpha· 2025-09-15 20:28
Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get starte ...
Finance of America: Near-Term Expectations Need Moderation, Positive Long-Term Outlook
Seeking Alpha· 2025-09-14 18:55
I initiated my coverage on Finance of America Companies (NYSE: FOA ) earlier after its 1Q25 results. At that time I rated the company a buy given its cheap valuation, growing end market, and good execution. Post my last coverage, the company reported itsI 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 th ...
Himax Technologies: Display Chips Priced For Mid Cycle (NASDAQ:HIMX)
Seeking Alpha· 2025-09-13 23:21
Himax Technologies (NASDAQ: HIMX ) is an opportunity to invest in semiconductors that enable visual displays of many commonplace devices. The company boasts healthy financials, but its cyclical nature suggests little upside exists at the current price, whileI 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 ...
CSW Industrials: Hidden Factors Overlooked By The Market
Seeking Alpha· 2025-09-13 14:53
I rate CSW Industrials (NYSE: CSW ) as a buy, as I notice that the market is overlooking important long-term drivers that might boost the stock price over the years significantly. I should acknowledge that something that surprisedAccording 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 inform ...
SYF vs. BX: Which Stock Should Value Investors Buy Now?
ZACKS· 2025-09-13 00:40
Investors with an interest in Financial - Miscellaneous Services stocks have likely encountered both Synchrony (SYF) and Blackstone Inc. (BX) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings es ...
Casey's General Stores: Near-Term Guidance Implies A Slowdown In Earnings
Seeking Alpha· 2025-09-12 20:44
I gave a hold rating to Casey’s General Stores (NASDAQ: CASY ) in July because the valuation was not at an attractive level to justify a buy rating, despite having solid fundamentals. I think CASY’sI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to t ...
HOOY: Honeymoon Phase Will Not Last Forever
Seeking Alpha· 2025-09-12 16:34
基金表现 - YieldMax HOOD期权收益策略ETF是YieldMax较新推出的基金之一 在HOOD春季和夏季上涨期间实现了良好的收益分配 [1] 投资策略 - 分析基于价值投资理念 采用所有者思维和长期投资视角 [1] - 不发布卖出分析报告 因其被视为做空论点 且从不建议做空操作 [1] 作者背景 - 作者曾在富达公司担任咨询代表 目前进行自主投资并在该平台分享研究成果 [1] - 作者未持有任何提及公司的股票 期权或类似衍生品头寸 且未来72小时内无相关建仓计划 [2] - 文章为作者独立完成 未获得除平台外任何形式的补偿 [2] 平台声明 - 平台并非持牌证券交易商 经纪商或美国投资顾问/投行 [3] - 平台分析师为第三方作者 包含专业投资者和个体投资者 未必持有机构或监管机构认证资质 [3]
Zeta Global: The Real Upside Isn't In The Earnings
Seeking Alpha· 2025-09-12 03:26
When I look at Zeta Global (NYSE: ZETA ), I do not just see another mid-level marketing software company. I see one that has based its platform on today’s realities, data privacy constraints, higher costs of customer acquisition, and theMy investing journey began at 15, sparked by a deep curiosity for markets and shaped by my father's career in finance. What started as a fascination with Warren Buffett’s annual letters quickly evolved into a full-time passion for value investing, mental models, and understa ...
Broadcom Has Just Hit The Jackpot, But I Decided To Trim My Position (NASDAQ:AVGO)
Seeking Alpha· 2025-09-11 23:51
Broadcom Inc. (NASDAQ: AVGO ) is one of the hottest semiconductor players right now, with its stock price climbing north very dynamically. Since the beginning of this year, AVGO's stock price has increased by nearly 60%, outperforming Nvidia (Welcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s ...