Topic
earnings
Everything our editor has picked under this tag, best first.
advertising Entravision: Another Whale Has Emerged
Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer, which…
The Value Road
ai Ex-Balyasny PM: Quant is like Blackjack, Fundamental is like Poker
Ying Hua explains how multi-manager hedge funds combine systematic position sizing, alternative data and discretionary judgment to generate equity…
Odds on Open
earnings Tigers Polymers (TYO 4231) - Dirt Cheap Consistently Profitable Japanese Net-Net with Negative EV Trading at 0.3x P/TBV, 7.5x P/E, with U.S. Manufacturing
Tigers Polymers trades at 0.3x tangible book and 7.5x earnings, with 71% of FY2025 Q1–Q3 profits from U.S. operations.
Altay Capital - Mostly Value Investing
distress Why Every Screen in the Market Missed This One
A company facing a nine-month loss and $2.5 million in unpaid rent has put a building up for sale.
The Value Road
earnings A Hardware Multiple on a Software Powerhouse
A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and market…
The Value Road