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Strategies & Market Trends : Value Investing

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From: Spekulatius	12/6/2023 4:40:44 PM
	Read Replies (1) of 78470

My stock buys (small) $NNI - the other Omaha based compounder. This student loan lender transform more and more into a Holdco. Trades below book value which makes it cheap, if they can continue to compound compound at mid teens ROE. $APA - oil play that is cheap and I like their Surinam exploration play that is now operated by Total. APA still owns ~50% of the economics while total pays most of the exploration bills. Could be a company make , the same way Guyana was for $HES $CUERVO - tequila play. Should benefit from lower blue Agave and lower MXN.USD exchange rate. (their costs are in MXN while 60% of revenues are $USD). $CI - health insurance / PBM. Cheap and has a good track record growing earnings/share in the low teens. PBM are getting tailwinds from GLP-1 drugs most likely. The stock is depressed due to merger rumors with $HUM (which trades at a premium). Similar mergers were not admitted by regulators previously so it may not happen. I also think that even if the merger were to occur, the combination of HUM and CI would create significant scale synergies.

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