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Tag: value stocks
Hedge Funds Miller Value and Värde Partners Love Nabors Industries’ Cheap Shares, Deleveraging, and Saudi Aramco JV
Hedge funds are circling Nabors Industries — and not by accident. With aggressive deleveraging, a Saudi Aramco joint venture, and valuation metrics that still scream skepticism, NBR may be one of energy’s most misunderstood value plays.
Kenvue Director Jeff Smith of Starboard Value Buys Shares of KVUE; He Must Love Kimberly-Clark. Should You?
A $111 million insider buy. Nearly 100% institutional ownership. A blockbuster merger with Kimberly-Clark. Kenvue suddenly looks boring… in a very interesting way.
Paulson & Co Keeps Adding to His Bausch Health Stake: Should Investors See Eye to Eye With Him?
Billionaire John Paulson now owns nearly 19% of Bausch Health — and he keeps buying. With improving earnings, low valuation, and high risk, BHC may be a speculative value play worth watching.
PCG Remains Daniel Loeb’s Top Pick. Could “PCG” Stand for Purchase, Cashflow, Grow?
Third Point made PCG its top holding. Undergrounding miles are stacking, rates are easing, and management guides 9%+ EPS growth into 2030. We break down the upside, the wildfire risk, and the rerating math—Fun + Smart style.
Activist Hedge Fun: Engine Capital Takes 3% Stake in Acadia Healthcare (ACHC). Buy the Dip—or Value Trap?
Activist Engine Capital wants a board shake-up at Acadia Healthcare (ACHC). With shares down 71% but activist pressure building, is it a deep value play—or just a value trap?
If Madison Square Garden Entertainment Keeps John Rogers Entertained, Maybe You Should Grab a Seat Too
MSGE isn’t just concerts and Christmas Spectaculars—it’s quietly profitable, backed by top funds, and has the attention of Ariel Investments’ John Rogers. But is the show just starting—or already halfway through?