External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

Archer Daniels Midland Co / Equity Bottom-Up

Archer-Daniels-Midland Company procures, transports, stores, processes, and merchandises agricultural commodities and products. The Company processes oilseeds, corn, milo, oats, barley, peanuts, and wheat. Archer-Daniels-Midland also processes produce products which have primarily two end uses including food or feed ingredients.

<ul><li>ADM's stock has dropped by 22% due to an investigation into its Nutrition segment's accounting practices</li><li>Executives may have had incentives to inflate the segment's profitability, potentially leading to a scandal</li><li>While the situation presents a buying opportunity, the issue is unlikely to be as pervasive as Enron's scandal and the underlying business is expected to survive.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

ADM's stock has dropped by 22% due to an investigation into its Nutrition segment's accounting practicesExecutives may have had incentives to inflate the segment's profitability, potentially leading to a scandalWhile the situation presents a buying opportunity, the issue is unlikely to be as pervasive as Enron's scandal and the underlying business is expected to survive.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Archer-Daniels-Midland Co (ADM) - Saturday, Feb 10, 2024

Valvoline Inc. manufactures and distributes automotive lubricants and chemicals. The Company offers motor oil, additives, antifreeze, brake fluid, and grease products. Valvoline also owns the oil change and express care chains of car repair centers.

<ul><li>Valvoline is the largest pure-play operator in the oil change industry, trading at around 16 times estimated FY25 EPS</li><li>The company plans to accelerate unit growth from 140 to 250 openings per year over the next five years</li><li>Valvoline has a focus on driving incremental ticket growth and strong competition in the market, positioning it for success with a solid foundation from its long history in the industry</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Valvoline is the largest pure-play operator in the oil change industry, trading at around 16 times estimated FY25 EPSThe company plans to accelerate unit growth from 140 to 250 openings per year over the next five yearsValvoline has a focus on driving incremental ticket growth and strong competition in the market, positioning it for success with a solid foundation from its long history in the industryThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Valvoline Inc (VVV) - Thursday, Feb 8, 2024

H World Group Limited is a hotel operator and franchisor. The Company provides hotel leasing, directly hotel operation, and co-development services. H World Group serves customers worldwide.

<ul><li>Hotel rooms in China decreased by 5.4% compared to the previous year</li><li>H World has maintained its position as a leading hotel operator in China with a diverse portfolio of brands</li><li>Founder Qi Ji's strong track record in the hospitality industry has contributed to H World's success in navigating challenges and growing its presence in the industry.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Hotel rooms in China decreased by 5.4% compared to the previous yearH World has maintained its position as a leading hotel operator in China with a diverse portfolio of brandsFounder Qi Ji's strong track record in the hospitality industry has contributed to H World's success in navigating challenges and growing its presence in the industry.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

H World Group Limited (HTHT) - Thursday, Feb 8, 2024

WillScot Mobile Mini Holdings / Equity Bottom-Up

Willscot Mobile Mini Holdings Corp. operates as a business services provider. The Company specializes in temporary space solutions such as modular office complexes, mobile offices, classrooms, restrooms, portable containers, and climate-controlled storage units. Willscot Mobile Mini Holdings serves customers in the United States, Canada, and Mexico.

<ul><li>WillScot Mobile Mini has completed significant acquisitions to strengthen its leadership position in modular office and mobile storage industries.</li><li>The company believes in seizing no-brainer opportunities for acquisitions despite warnings from renowned investors like Warren Buffett and Charlie Munger.</li><li>WillScot Mobile Mini focuses on strategic advantages, organic growth, high returns on investment, and disciplined valuation methodologies to create long-term shareholder value.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

WillScot Mobile Mini has completed significant acquisitions to strengthen its leadership position in modular office and mobile storage industries.The company believes in seizing no-brainer opportunities for acquisitions despite warnings from renowned investors like Warren Buffett and Charlie Munger.WillScot Mobile Mini focuses on strategic advantages, organic growth, high returns on investment, and disciplined valuation methodologies to create long-term shareholder value.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Willscot Mobile Mini Holding (WSC) - Thursday, Feb 8, 2024

Kambi Group PLC operates as a business-to-business provider of sports betting services. The Company offers a software platform with front end user interface, odds compiling, customer intelligence, and risk management. Kambi Group serves gaming operators globally.

<ul><li>I am long shares of Kambi (“Kambi” or the “Company”) because I believe the Company is worth over 170 – 200 SEK / share today – This represents a 20% - 32% margin of safety to the current share price of ~136 SEK</li><li>If I am wrong about this, I think Kambi is its growing intrinsic value and will still be worth at least 200 SEK / share (likely closer to 250 SEK / share) over the next 2 – 4 years, which would generate a mid-teens IRR or higher from the current share price</li><li>Several free options / catalysts (some of which I believe are inevitable) are not priced into the stock and could drive returns substantially higher (20%+ IRR). Multiple expansion is also a lever that could drive further returns.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

I am long shares of Kambi (“Kambi” or the “Company”) because I believe the Company is worth over 170 – 200 SEK / share today – This represents a 20% - 32% margin of safety to the current share price of ~136 SEKIf I am wrong about this, I think Kambi is its growing intrinsic value and will still be worth at least 200 SEK / share (likely closer to 250 SEK / share) over the next 2 – 4 years, which would generate a mid-teens IRR or higher from the current share priceSeveral free options / catalysts (some of which I believe are inevitable) are not priced into the stock and could drive returns substantially higher (20%+ IRR). Multiple expansion is also a lever that could drive further returns.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Kambi Group (KAMBI) - Thursday, Feb 8, 2024

Value Investors Club

Archer-Daniels-Midland Co (ADM) - Saturday, Feb 10, 2024

ADM's stock has dropped by 22% due to an investigation into its Nutrition segment's accounting practicesExecutives may have had incentives to...

Value Investors Club

Valvoline Inc (VVV) - Thursday, Feb 8, 2024

Valvoline has a focus on driving incremental ticket growth and strong competition in the market, positioning it for success with a solid foundation...

Value Investors Club

H World Group Limited (HTHT) - Thursday, Feb 8, 2024

Founder Qi Ji's strong track record in the hospitality industry has contributed to H World's success in navigating challenges and growing its...

Value Investors Club

Willscot Mobile Mini Holding (WSC) - Thursday, Feb 8, 2024

WillScot Mobile Mini has completed significant acquisitions to strengthen its leadership position in modular office and mobile storage industries.

Value Investors Club

Kambi Group (KAMBI) - Thursday, Feb 8, 2024

I am long shares of Kambi because I believe the Company is worth over 170 – 200 SEK / share today – This represents a 20% - 32% margin of safety

Value Investors Club