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Antonio Velardo · Chief Investment Officer, MoatInvesting · April 2026 Author holds a long position in ETOR ETOR (Nasdaq) ~$32 Market Cap ~$2.6B EV/EBITDA 5.3× Net Cash $1.02B The plan was to be in Ho Chi Minh City.
Hey guys, here we will go over CuriosityStream. Before getting into it, I recommend you go to my article about approaching subscription companies and review the concepts that we discussed there. Check it out, and then co
What does Bear not understand about the market’s current situation? The economy seems to be in a deep recession, and the market is almost back where it was a few months ago pre-COVID. Some people are still scratching the
The secret behind the growth of the majority of disruptive companies is their platform’s ability to create value for other businesses. That is the main shared element of Facebook, Apple, Google, Amazon, and almost all bi
Recently, I had the pleasure of sitting down with VisionForex, an Italian channel dedicated to finance and investment opportunities, to discuss the potential that Stellantis (NYSE: STLA) holds for value investors. In the
Today, I’m thrilled to share the video of a recent interview on the Italian Channel VisionForex where I had the opportunity to discuss our team’s investment philosophy and uncover potential opportunities in today’s marke
As the Federal Reserve hints at a more dovish stance and the likelihood of further rate hikes diminishes, we recognize the potential for the financial landscape to change. With inflation seemingly on a trajectory towards
In an era where the term austerity seems to have faded into the archives of economic history, the specter of sticky inflation is rising to the fore. We are witnessing a world where fiscal spending and global expenditure
In the fast-paced today’s world of investing, it is always exciting to discover a compelling opportunity that holds favorable upside potential. As a discerning value investor, my relentless pursuit is to uncover opportun
Lumen Technologies, formerly known as CenturyLink, is a global communications company that offers cloud infrastructure and managed services to businesses, governments, and consumers. With a commitment to innovation and a
The accounting representation of Tech companies is key to understanding their value. Only if you dig deep enough can you appreciate their fair value, and being a conservative Tech investor is not easy. Value investors ar
In life and business, consistency is essential. The ability to show steadiness with your thoughts gives you leverage in the form of moral authority. One of the main characteristics that leaders share is stability and com
]Hey guys, here we will go over CuriosityStream. Before getting into it, I recommend you go to my article about approaching subscription companies and review the concepts that we discussed there. Check it out, and then c
Lately, we have been focused on growth stories. One of the last value stocks that we covered was Park Hotels & Resorts, which valuation has more than doubled since the article was released. I have been looking at MNZS fo
BRIEF LSPD is a platform offering front-end consumer experience, back-end operations management, and a payment system. COVID-19 has dramatically increased the demand for the service as retailers rush to integrate online
Investment summary Streaming platform representing a cable-cutting alternative Well managed with a clear path to growth on core business Opportunities to diversify revenue stream Interesting valuation with high potential
Underlying the basics of the modern portfolio theory risk is perceived as the standard deviation of the asset’s price in the market. However, this is entirely different when saw from the value investing perspective. A va
I have always loved the sell-offs. It makes a line between the fools that simply try to ride the momentum and the proper long-term investors that are not scared about the volatility. Still, they act on it, taking advanta
These days, I’ve been looking for high-yield bonds to diversify the overall exposure of my portfolio and also reduce the correlation to the US equity market. I’ve my own screening tools, which returned a bunch of bonds w
Why are you so scared and worried about the budget deficit? How many trillions of budget deficit can the government sustain? An infinite number of trillions if we speak about the USA government and the dollar. However, n
I’m just looking at Europe in search of potential business opportunities. My radar is always switched on and completely proof of any political issue. I’m on a trip to Europe, and I was deeply impacted by empty airports,