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Page 21 of 43 · 1027 reports
34/100
Paramount Skydance Corporation: A Long-Term Value Investing Study
Good assets, bad security. The content assets are real (CBS, Paramount+, a vast film library), but linear TV keeps eroding, free cash flow is thin, and the equity is being reshaped by a mega-acquisition of WBD: a $47 billion equity raise plus roughly $79 billion of net debt. The $10.61 margin of safety is hard to verify, with an ideal entry below $7. Rating Avoid: real content assets attached to an unsettled, likely heavily diluted, more highly leveraged future platform, with no verifiable margin of safety for a conservative value investor.
43/100
Invesco Ltd. Long-Term Business Owner Research
Invesco is a global asset-management platform whose economics depend on AUM, fee rates, distribution, and product mix. The core thesis is that QQQ's conversion into an open-end ETF, ETF/index growth, China JV inflows, and operating leverage are improving earnings, but low customer switching costs, active-equity outflows, heavy goodwill and intangibles, and a thin margin of safety keep the stock from being compelling at about $28.46. Research rating Watch: a reasonably priced improvement story, but not yet a high-conviction compounder; the preferred entry range is $22-26.
37/100
Hormel Foods Deep Value Investment Research
Hormel Foods is a defensive consumer-food company built on protein, brands, and channel relationships. The core issue is that operating profit has fallen from the $1.1 billion to $1.2 billion range to $719 million, ROIC is only about 6%, and the Planters and Garudafood impairments expose capital-allocation mistakes, while a $23.27 share price leaves limited margin of safety versus an ideal buy zone of $16 to $19. Rating Watch: a durable but no-longer-obviously-cheap food compounder that deserves tracking rather than immediate buying.
44/100
Brown-Forman Deep Value Analysis
Brown-Forman is a high-quality spirits company whose Jack Daniel's moat and roughly 59% gross margin remain intact, but its current price offers only average appeal. The core thesis is that premiumisation has slowed, capital allocation has been competent rather than exceptional, and the share price of $25.72 sits near the lower end of fair value without much margin of safety. Report rating Watch: a durable compounder worth tracking, with a preferred entry point at $18-22.
41/100
Pinnacle West Capital Corporation Value Investment Research Report
Pinnacle West Capital Corporation is a regulated Arizona electric utility with stable demand and a strong regulatory moat. The core thesis is that growth is real but depends heavily on financing, capital investment, and future rate recovery while free cash flow remains structurally negative. Research rating Watch: a defensible utility franchise, but the current price offers limited margin of safety and the ideal buy range is $75 to $85.
46/100
Tyler Technologies Deep Value Investment Research
Tyler Technologies is the leading U.S. vertical software provider for local governments, spanning courts, public safety, tax, ERP, and payments, with recurring revenue at 87%, client retention at 98%, and very high switching costs. The core thesis is that this is a high-quality, durable business, but the current share price of about $313 already embeds a premium for quality software and leaves limited margin of safety. Report rating Watch: a compounder worth tracking, with an ideal buy range of $220 to $260.
36/100
Stanley Black & Decker Deep Value Investment Research
Stanley Black & Decker is a legacy industrial company built around DeWalt/Craftsman power tools and outdoor products plus engineered fasteners. The core thesis is that the company is repairing the damage from its 2022 capital-allocation misstep, with gross margin and cash flow improving while ROIC remains weak. Research rating Watch: at around $79, the stock sits near neutral intrinsic value, with no clear margin of safety and an ideal buy range of $55 to $70.
41/100
Hasbro: A Deep Value Investing Study
A hybrid of toys, tabletop card games (Magic/D&D), and IP licensing, where the Wizards segment is exceptional while the consumer products business is mediocre and still carries the aftereffects of the eOne impairment. At around $86 the stock sits at neutral-to-slightly-below with an insufficient margin of safety, earning a Watch rating; the ideal buy range is $55-65.
39/100
Huntington Ingalls Industries: A Deep Value Investment Study
America's leading military shipbuilder, the only company able to build, refuel, and decommission nuclear-powered aircraft carriers and one of only two nuclear submarine builders, with customers that are almost entirely the U.S. government. Structural barriers to entry run extremely deep, yet ROIC sits only in the mid-single digits and cash flow swings sharply with contract timing, and at roughly $308 the market has already paid full price for that scarcity with little visible margin of safety. Rating Watch: a scarce strategic asset worth tracking, with an ideal buy range of $220-260.
39/100
Everest Group In-Depth Value Investment Research
A global P&C reinsurance and commercial insurance underwriting platform that earns underwriting profit plus float investment income through a moat combining ratings, capital strength, and broker relationships. The business is understandable, but earnings swing with catastrophes, long-tail reserves, and the reinsurance pricing cycle; at about $324 the stock trades at 0.84x book value and 6.6x trailing-twelve-month P/E, cheap but cheap for a reason, without a thick enough margin of safety. Research rating Watch: worth tracking, with an ideal buy range of $260-290.
45/100
Trimble Deep Value Investment Research
Trimble is an industrial software, positioning/field systems, and logistics platform company that is shifting from hardware toward subscription and recurring revenue. Its moat is a stack of moderate advantages, cash-flow quality is improving, but governance still carries blemishes. Research rating Watch: at about USD 56, the stock looks closer to fair value than cheap, with insufficient margin of safety and an ideal buy range of USD 38-45.
40/100
News Corp Class A Deep Value Investment Research
News Corp's non-voting Class A shares are a different share class of the same company as voting NWS Class B shares. The company is a hybrid information-services holding company built from Dow Jones, REA/Move digital real estate, HarperCollins, and news media assets, with uneven moat quality across segments, consolidated ROE only in the mid-single digits, and a governance discount from the Murdoch dual-class structure. Rating Watch: at roughly $26.10, the shares sit within a reasonable value range, free cash flow yield is below Treasuries, and the margin of safety is insufficient, with an ideal buy range of $20-23.
39/100
Solventum Deep Value Investment Research
A healthcare technology company spun off from 3M, Solventum focuses on medical devices and consumables, dental materials, and hospital software. Demand is structurally necessary, but the moat is only moderate, free cash flow recovery remains unproven, and the company still depends on 3M's supply chain. Report rating Watch: a business worth tracking, with an ideal buy range of $55-65.
47/100
TKO Group Deep Value Investment Research
TKO is a scarce sports IP and rights distributor built around UFC and WWE, with strong brands, multi-year media rights contracts, and low capital intensity. The core thesis is that business quality is above most media and entertainment companies, but the current price of roughly $205 implies about 34.5x last year's free cash flow and leaves too little margin of safety. Research rating Watch: a high-quality compounder to track closely, with an ideal buy range of $90-110.
39/100
UDR Deep Value Investment Research
UDR is a U.S. multifamily apartment REIT with diversified assets, investment-grade credit, and steady operating execution. The core thesis is that its moat is a combination of location, scale, and low financing cost rather than a brand monopoly, while the current price of about $36.91 sits near the lower end of a reasonable intrinsic value range without a sufficient margin of safety. Research rating Watch: a sound business, but the preferred buying range is $30-34.
40/100
Masco Deep Value Investment Research
Masco is a North American home-improvement building-products brand portfolio anchored by Behr paint, Delta plumbing, and repair-and-remodel demand, with solid cash flow and disciplined buybacks. The business quality is sound, but growth is slow, dependence on The Home Depot is high, and the current share price of about USD 70 is already close to fair value with limited margin of safety. Report rating Watch: a good company at a broadly fair price, with an ideal buy range of USD 55 to 60.
41/100
DaVita In-Depth Value Investing Research
The leading U.S. dialysis-center chain for end-stage renal disease, with inelastic demand, strong cash flow, and outstanding buyback execution, yet nearly all of its profit depends on high-priced commercial insurance while it carries negative book equity and net leverage above 3x. At roughly $194 the stock sits between the conservative and neutral valuations, leaving too thin a margin of safety. We assign a Watch rating, with an ideal buy range of $150-170.
41/100
Genuine Parts: In-Depth Value Investing Research
A distributor of North American automotive aftermarket parts (NAPA) and industrial MRO products (Motion), with steady demand and a moderate moat, but reliant on acquisition-driven expansion, and with free cash flow weaker than adjusted earnings. At around $99 the stock sits in the middle of its fair-value range with no obvious margin of safety. Rated Watch, with an ideal buy range of $70-85.
42/100
McCormick Deep Value Investment Research
A global leader in spices and seasonings, McCormick has strong brands and channels with stable cash flow, but it is now inside a large Reverse Morris Trust transaction with Unilever Foods, with higher leverage and growth still driven mainly by pricing. At roughly 15x forward PE and about $47 today, the stock sits only near the lower end of fair value, leaving insufficient margin of safety. Report rating Watch: a high-quality business now paired with complex event risk, best monitored until the price or transaction disclosure becomes more attractive.
46/100
Jacobs Solutions Deep Value Investment Research
Jacobs Solutions is the world's leading engineering design and consulting platform, steadily shifting toward higher-value consulting with strong order visibility. The core thesis is that demand remains resilient, but its moat is moderate, ROIC is below 10% and lags peers, and the stock looks relatively expensive. Rating Watch: a sound business near the upper end of fair value at about USD 120, with insufficient margin of safety and an ideal buy range of USD 75–90.
40/100
Zimmer Biomet Deep Value Investment Research
Zimmer Biomet is a global orthopedic implant company focused on knee and hip joints, sports medicine, trauma, extremities, and the ROSA robotics and digital platform. Long-term demand is supported by aging and osteoarthritis, and the business generates real cash flow, but its growth quality and moat trail Stryker while the current price of about $82 offers only a discount to neutral value. Rating Watch: the business is worth tracking, but the margin of safety is not yet wide enough, with an ideal buy range of $65 to $75.
39/100
Regency Centers In-Depth Value Investment Research
Regency Centers is a U.S. grocery-anchored, open-air neighborhood and community shopping center REIT with e-commerce-resistant demand, A-/A3 credit ratings, and steady same-property growth. The core thesis is that this is a high-quality, understandable business, but at roughly $77 the stock is already near the upper end of fair value at about 16.8x forward operating earnings, leaving too little margin of safety. Report rating Watch: a durable compounder to track closely, with an ideal entry range of $58-$68.
40/100
Weyerhaeuser In-Depth Value Investment Research
One of North America's largest timberland and wood-products platforms, Weyerhaeuser controls about 10.4 million acres of U.S. timberlands and owns high-quality assets, but Wood Products remains commodity-like, highly cyclical, and weak in pricing power. The business is understandable and its cash flow is real, yet volatility is substantial; at about $24.51 per share, the stock sits within a reasonable intrinsic-value range but trades above the conservative range, leaving no obvious margin of safety. Research rating Watch: a high-quality real-asset platform worth tracking, with an ideal buy range of $17 to $20.
46/100
Lululemon Athletica Deep Value Investment Research
Lululemon is a premium athletic apparel brand with high gross margins, high ROIC, direct omnichannel control, and a net-cash balance sheet. The business quality is sound, but North American growth is cracking, brand heat is under pressure, and management is entering a transition period, while the current price of about USD 131 leaves an insufficient margin of safety. Research rating Watch: a high-quality compounder worth following, but the ideal entry range is USD 105 to 120.