Hi guys — I figured I’d post about a very unusual setup that I think the market is currently misunderstanding: Greenland Energy Company (GLND). This is a classic scenario where a stock is heavily discounted due to short-term selling (mostly …
I’ve been looking at Leidos (LDOS) and think it might be an interesting value play. Leidos is a government IT / defense / cyber contractor. Not exciting, but the business is tied to DoD, intelligence agencies, civil government, aviation, and …
Disclosure: I work at Obermatt, a research firm that ranks stocks relative to peers on metrics like Value, Growth, Safety, and Dividend Yield, sharing this because the overlap here is a good test case for separating real value from value …
Most of the market feels and is expensive right now, but I believe in any market there are always pockets and companies where sentiment is bad enough that value might exist. I am curious where people here are seeing the …
Honeywell is separating its Aerospace Technologies division into its own publicly traded company, $HONA (Honeywell Aerospace), with the distribution date set for June 29, 2026. The deal is that for every 2 $HON shares you held as of the June …
Okay, hear me out... Bill Ackman put in a $64 million dollar bid to buy UMG. UMG responded by declining and signalling that they think their being undervalued and opted to buy back their own stock. The major labels in …
( This analysis is a short recap from a more extensive deep dive that I have published [here.](https://open.substack.com/pub/melifinance/p/kumulus-vape-sa-a-tiny-beauty-being?r=84zv6&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true)) Market Cap €8.9M Shares Outstanding 3.02M 52-Wk Range (est.) €2.40 – €4.80 EPS FY2025 €0.33 P/E (TTM) 8.9× Price / NCAV 0.72× …
TYL hit a 52-week low today… Tyler Technologies is government software, municipal ERP, tax appraisal, public safety. Boring stuff. But they have 45,000 installations across every state and their clients basically never leave (2% annual churn). Stock is down 55% …
Seriously. I joined this sub in hopes to find some neat underdogs. Instead I have adobe on my timeline every 4th post. Could we get a little more diversity in thoughts, industries and companies? SaaS isn't the only value right …
Flutter the Amazon of gambling is on a huge discount in my opinion! This is not for the ESG themed investors of course. Flutter already started market making for major 3rd party predictions market CEO confirmed at JPMorgan fireside chat. …