Streets Value

Stop guessing. Start compounding. 📈
I turn complex, institutional research into actionable moves
Follow for investing ideas (valuation + catalyst + risk)

[Streets Value @alpha_streets]

#BSX Boston Scientific.
🟢 Is BSX in your radar? Boston Scientific remains a top-tier medical technology company with a highly differentiated portfolio in high-growth markets like structural heart and electrophysiology. While the recent guidance cut and the massive Penumbra acquisition have introduced near-term uncertainty and volatility, the underlying business fundamentals remain robust. Valuation moving to very attractive ranges. Fair Value Estimates between $70-80 depending on several factors

[Streets Value @alpha_streets]

Bill Miller's fund latest Buys! Follow us for buys alerts on super investors, insiders, politicians.
#META #COTY #SPUU #billmiller

[Streets Value @alpha_streets]

Find the best market opportunities in a single free screener
Screeners/Custom Screener
#stockmarket

[Streets Value @alpha_streets]

The kind of screen we like to keep close to us. High MOATs, Undervalued and High growth. More on our bio.

[Streets Value @alpha_streets]

One of our next conviction investment @Meta How such a compounder, with this kind of MOAT can be so cheap right now.

We started buying right after the most recent dip, how about you?

[Streets Value @alpha_streets]

5/5 EAGLE MATLS INC #EXP

3 quarters in a row, Baupost group has been increasing this position. Currently sitting on a $244M position.

Eagle Materials is a high-quality, disciplined industrial compounder trading at a discount due to temporary residential headwinds. The company's 'local monopoly' characteristics in cement provide a sturdy floor, while the wallboard segment acts as a coiled spring for the eventual housing recovery. With a pristine balance sheet, a shareholder-friendly management team, and a valuation (17x P/E) significantly below its pure-play aggregates peers, EXP offers an asymmetric risk-reward profile. The intrinsic value analysis suggests the stock is moderately undervalued, offering a margin of safety for long-term investors willing to wait out the current housing cycle trough.

[Streets Value @alpha_streets]

Best Stocks to Buy According to Billionaire Seth Klarman. The oracle of Boston.

Following the series of Super Investors.
"Research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds"
More info here: https://t.co/L00eBYSgRM

Picks we will discuss in this thread:
- RESTAURANT BRANDS INTL INC #QSR
- AMAZON COM #AMZN
- WILLIS TOWERS WATSON PLC LTD #WTW
- FIDELITY NATL INFORMATION SV #FIS
- EAGLE MATLS INC #EXP

#sethklarman #valueinvesting #superinvestors

[Streets Value @alpha_streets]

4/5 Fidelity #FIS Baupost increased the position by 18.84 % to approx. 299M. Fidelity National Information Services, Inc. (NYSE:FIS) provides solutions to financial institutions, businesses, and developers worldwide. It provides core processing and ancillary applications, mobile and online banking, fraud, risk management, and compliance.

FIS (Fidelity National Information Services) enters 2026 as a transformed entity following the strategic acquisition of Total Issuing Solutions and the complete divestiture of its Worldpay stake. The company delivered strong 2025 results, with revenue up 5.8% to $10.68B and adjusted EPS up 10% to $5.75.

FIS represents a compelling value opportunity in the financial technology sector. Trading at roughly $50 per share, the market is heavily discounting the company's robust 2026 guidance and the accretive nature of the Total Issuing Solutions acquisition. With a forward P/E under 8x and a free cash flow yield approaching 8%, the stock offers a significant margin of safety. The company's wide moat, underpinned by the extreme stickiness of its core banking software, ensures highly predictable recurring revenue even in uncertain macroeconomic environments. While elevated debt levels warrant monitoring, management's explicit commitment to deleveraging mitigates severe financial risk.

[Streets Value @alpha_streets]

I used to be YOU! to have 14 tabs open to research one stock.
SEC filings. Earnings transcripts. Analyst estimates. Insider trades. News. Valuations.
So we built the page that replaces all 14.
One ticker. One page. Every answer.
Fair value. Moat. Risks. Who's buying. Who's selling. What analysts think. What management promised.
The stock research page we wished existed.
🔗 https://t.co/AS0mGBU5kv

[Streets Value @alpha_streets]

#XP XP Inc. XP Inc. provides financial products and services in Brazil. It offers securities brokerage, private pension plans, commercial, and investment banking products, such as loan operations and transactions in the foreign exchange markets and deposits.

Appears to be relatively well priced, with some undervaluation on pure DCF. So far this is common in Howard Marks.
Remains cheap compared with peers, While Gross revenue growth was in record high in last quarter, and EPS growing fast.

[Streets Value @alpha_streets]

Following my series of Super Investors, today we go with Howard Marks and Oaktree Capital.
Interesting positions and record:
- Performance 🚀 1Y => 46.69% and 3Y => 62.03%

Main positions:
- Anglogold Ashanti. Ticker #AU
- Barrick Mining Corp. Ticker #B
- Itau Unibanco Holdings. Ticker #ITUB

Relevant mentions:
- XP Inc. Ticker #XP Added 59.99%
- Alvotech SA #ALVO Added 93.16%

#howardmarks #oaktree #valueinvesting

[Streets Value @alpha_streets]

#AU Anglogold Ashanti

Expensive by a fair value ratio, considering increasing debt, narrow Growth and mediocre Profitability. Undervalued based on pure DCF.

Well positioned, compared with peers in valuation terms PE, PS, PB.

But potentials changes in the narrative... Very Bullish in its last Earnings call. Most FCF ever, AngloGold Ashanti is currently operating at peak financial health, benefiting immensely from the favorable gold price environment. The company's ability to generate $2.9 billion in FCF and completely eliminate its net debt highlights exceptional management execution and capital allocation.

[Streets Value @alpha_streets]

A U.S. Senator bought that company you have in your watchlist six months before it ripped!

Want to know who else is buying your stocks?

We track insiders, politicians, and super investors like Buffett, plus fair value, moat ratings, distilled earnings calls, risk analysis or growth catalysts for mentioning just a few

All on one page. For every stock (maybe not every single one, but we'll get there)
Your edge starts here → https://t.co/AS0mGBU5kv

[Streets Value @alpha_streets]

The amount of Research done for every single stock, speaks for itself. Go to the link in bio and check it yourself

[Streets Value @alpha_streets]

30 Years of Financial Data, completely FREE! Link in bio

[Streets Value @alpha_streets]

Want to configure and track a Portfolio? Stocks or ETFs

Track it. Map it. Share it. That's the whole playbook. Available in our website. Link in bio