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BHP Limited: Navigating The Commodity Downcycle With Strategic Discipline (NYSE:BHP)
Seeking Alpha· 2025-09-29 03:09
As 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, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies ...
IXUS: Delayed Tariff Blowback Possible (NASDAQ:IXUS)
Seeking Alpha· 2025-09-29 01:00
Thanks to our global coverage we've ramped up our global macro commentary on our marketplace service here on Seeking Alpha, The Value Lab . We focus on long-only value ideas, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, us at the Value Lab might be of inspiration.The iSh ...
Does Warren Buffett Know Something Wall Street Doesn't? As the S&P 500 Soared, He Made This 1 Stunning Move.
Yahoo Finance· 2025-09-28 23:05
Key Points The investing giant has proven his stock-picking skills over nearly 60 years. Buffett looks for value and long-term potential when choosing future winners. 10 stocks we like better than S&P 500 Index › When Warren Buffett speaks or makes a move, investors sit up and take notice. That's because this top investor steering the wheel at Berkshire Hathaway has driven the holding company to market-beating returns over nearly 60 years. Berkshire Hathaway has delivered a compound annual gain of ...
Hello Group Inc. (MOMO): A Bull Case Theory
Yahoo Finance· 2025-09-28 15:40
We came across a bullish thesis on Hello Group Inc. on Value investing subreddit by hardervalue. In this article, we will summarize the bulls’ thesis on MOMO. Hello Group Inc.'s share was trading at $7.73 as of September 17th. MOMO’s trailing and forward P/E were 11.50 and 6.44 respectively according to Yahoo Finance. Asier Romero/Shutterstock.com Hello Group (MOMO) represents a compelling contrarian investment opportunity despite near-term headwinds from regulatory changes in China. The company operate ...
Root, Inc. (ROOT): A Bull Case Theory
Yahoo Finance· 2025-09-28 15:39
We came across a bullish thesis on Root, Inc. on Value investing subreddit by mike-some. In this article, we will summarize the bulls’ thesis on Root. Root, Inc.'s share was trading at $95.29 as of September 17th. Root’s trailing and forward P/E were 18.52 and 3.60 respectively according to Yahoo Finance. ROOT Insurance is carving out a distinctive position in the auto insurance market by offering the lowest-cost coverage for objectively safe drivers, leveraging telematics as the foundation of its underw ...
Mid-America Apartment: Near 52-Week Low Is A Buying Opportunity
Seeking Alpha· 2025-09-28 14:17
iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Nearly every industry on the market today bears cyclicality, and that’s what makes it possible for patient value investors to capture outsized gains over the ...
Jabil: Capacity Constraints And High Valuation Are Concerns
Seeking Alpha· 2025-09-28 09:45
I gave a hold rating to Jabil Inc. (NYSE: JBL ) in June because the valuation was too high at 19x NTM PE, albeit I did have a positive view on the fundamentals. JBL has deliveredI'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 their intrinsic value ...
Deere & Company: A Giant With Feet Of Clay (NYSE:DE)
Seeking Alpha· 2025-09-27 12:12
Deere & Company (NYSE: DE ) is one of the world's largest producers of specialized agricultural machinery. It currently operates four business lines, primarily agricultural machinery production, small agriculture and turf, construction, and financial services. The company maintains a global presence, withI am an individual investor with over 10 years of trading. I have been developing as a stock analyst for the last five years. I am inclined to search for Value companies, mainly linked to the production of ...
Vistry: Labour Ambitious About Affordable Housing
Seeking Alpha· 2025-09-27 11:45
If you thought our angle on this company was interesting, you may want to check out our idea room, The Value Lab . We focus on long-only value ideas of interest to us, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, our gang could help broaden your horizons and give some in ...
Intel's Nvidia Backing May Not Be Enough (NASDAQ:INTC)
Seeking Alpha· 2025-09-26 21:02
If you want to find good companies at bargain prices that will provide you with long-term returns and dividends in any investing climate, then my Seeking Alpha Marketplace service (Good Stocks@Bargain Prices) is a good match for you.Intel Corporation (NASDAQ: INTC ) is the sixth-largest semiconductor firm in the world. It used to manufacture PC microprocessors and has pushed deeper into data centers, AI, and chip manufacturing now. Recently, Intel hasGrant Gigliotti is the founder of Beat The Market Analyze ...