External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Thematic (Sector/Industry)

Key points (machine generated)<ul><li>The strategy involves buying put options on low-priced PARC stocks (Palantir, Applovin, Robinhood, Coin) for potential high returns.</li><li>Investors are advised to allocate 1.5 to 2% of their portfolio to these puts to hedge against market downturns.</li><li>This method allows for a one-way bet with limited loss exposure, effectively de-risking the portfolio without directly targeting the stocks.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)The strategy involves buying put options on low-priced PARC stocks (Palantir, Applovin, Robinhood, Coin) for potential high returns.Investors are advised to allocate 1.5 to 2% of their portfolio to these puts to hedge against market downturns.This method allows for a one-way bet with limited loss exposure, effectively de-risking the portfolio without directly targeting the stocks.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Parc Stocks (PARC) - Thursday, Aug 7, 2025

Equity Bottom-Up

B&M European Value Retail / Equity Bottom-Up

B&M European Value Retail S.A. operates as a general merchandise discount retailer. The Company sells products ranging electronics to home goods.

Key points (machine generated)<ul><li>B&amp;M is a leading UK discount retailer offering a wide range of branded and private-label products for budget-conscious consumers.</li><li>The company operates similarly to Dollar General, focusing on value and convenience with a mix of general merchandise and fast-moving consumer goods.</li><li>Founded in 1978, B&amp;M has grown significantly and is publicly traded on the London Stock Exchange under the ticker BME.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)B&amp;M is a leading UK discount retailer offering a wide range of branded and private-label products for budget-conscious consumers.The company operates similarly to Dollar General, focusing on value and convenience with a mix of general merchandise and fast-moving consumer goods.Founded in 1978, B&amp;M has grown significantly and is publicly traded on the London Stock Exchange under the ticker BME.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

B&M European Value Retail (BME) - Thursday, Aug 7, 2025

Pioneer Power Solutions  / Equity Bottom-Up

Pioneer Power Solutions, Inc. manufactures liquid-filled electricity distribution and specialty transformers.  The Company markets its products to electrical utilities, and industrial and commercial construction companies.

Key points (machine generated)<ul><li>PPSI sold its largest segment, e-Bloc, to Mill Point Capital for $48 million and declared a special dividend of $16.7 million.</li><li>The company has a market capitalization of $35 million, no debt, and $25 million in cash, focusing on e-Boost and HOMe-boost.</li><li>e-Boost is a mobile semi-permanent EV fast charger that has received multiple orders from transit authorities and school districts.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)PPSI sold its largest segment, e-Bloc, to Mill Point Capital for $48 million and declared a special dividend of $16.7 million.The company has a market capitalization of $35 million, no debt, and $25 million in cash, focusing on e-Boost and HOMe-boost.e-Boost is a mobile semi-permanent EV fast charger that has received multiple orders from transit authorities and school districts.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Pioneer Power Solutions Inc (PPSI) - Thursday, Aug 7, 2025

Digitalocean Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, provides on-demand infrastructure and platform tools for developers, start-ups, and small and medium-sized businesses to build, deploy, and scale software applications. Digitalocean Holdings serves customers worldwide.

Key points (machine generated)<ul><li>DigitalOcean faces issues such as complex related-party transactions and questionable accounting practices.</li><li>The company operates in a competitive market and has a high turnover of executive leadership, raising concerns about its growth prospects.</li><li>Impending refinancing needs and potential regulatory scrutiny threaten DigitalOcean's financial stability and long-term viability.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)DigitalOcean faces issues such as complex related-party transactions and questionable accounting practices.The company operates in a competitive market and has a high turnover of executive leadership, raising concerns about its growth prospects.Impending refinancing needs and potential regulatory scrutiny threaten DigitalOcean's financial stability and long-term viability.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Digitalocean Holdings Inc (DOCN) - Thursday, Aug 7, 2025

AAR CORP. supplies aftermarket products and services to the global aviation/ aerospace industry.  The Company purchases, sells, and leases new and used commercial jet aircraft, as well as purchases, sells, and leases a variety of new, overhauled, and repaired engines and engine products for the aviation aftermarket.  AAR overhauls, repairs, and exchanges a variety of engine parts.

Key points (machine generated)<ul><li>AAR is transforming to capitalize on the aging airplane fleet and increased maintenance demand, positioning itself as an undervalued player.</li><li>The acquisition of Triumph Product Support in 2024 has enhanced AAR's growth and profit margins by improving component repair capabilities.</li><li>With projected 20% annual EPS growth and a favorable valuation, AAR is set for continued growth, reducing debt and enabling share buybacks.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)AAR is transforming to capitalize on the aging airplane fleet and increased maintenance demand, positioning itself as an undervalued player.The acquisition of Triumph Product Support in 2024 has enhanced AAR's growth and profit margins by improving component repair capabilities.With projected 20% annual EPS growth and a favorable valuation, AAR is set for continued growth, reducing debt and enabling share buybacks.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

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